Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.

Sources at Open AI believe DeepSeek unlawfully distilled data from ChatGPT, Open AI and Microsoft begin investigation.

Microsoft (MSFT) shares moved lower after the close Wednesday as the tech giant reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations. The company saw revenue rise 12% year-over-year to $69.

Netflix, Inc. (NFLX) kicked off tech earnings with a stellar report and the S&P 500 closed at a fresh closing high on Thursday, driven by expectations of a strong reporting season. Five of the Magnificient seven stocks are scheduled to disclose their quarterly scorecards in the upcoming week,

Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The

Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.

The conventional wisdom in AI has long been that cutting-edge performance comes with a cutting-edge price tag. DeepSeek is turning this notion on its head.

A big success story for software giant Microsoft (NASDAQ: MSFT) over the past decade has been Office 365, now called Microsoft 365. Facing competition from Alphabet's Google Docs, Microsoft launched subscription versions of its iconic Office applications.

Alphabet shares closed above $200 value for the first time on Friday. While the Google parent faces regulatory hurdles and increased competition, analysts are generally optimistic about the company's opportunities in artificial intelligence.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

Historically, the Vanguard Information Technology ETF has averaged a total annual return of 13.7% since its inception 21 years ago. That figure implies the fund should beat out the S&P 500 again in 2025, but a deeper look suggests this year may not be typical for the ETF from a performance standpoint.

In a highly dynamic, technology-driven stock market, there is one constant investors can count on to generate long-term results.