Microsoft results highlight AI spending isn’t slowing down

Microsoft results highlight AI spending isn’t slowing down

Microsoft (MSFT) shares are trading lower after the tech giant’s cloud revenue missed, overshadowing its earnings beat. The earnings report comes just after China’s DeepSeek announced a new model raising concerns about US companies’ ability to compete.

KeyBanc Capital Markets equity research analyst Jackson Ader joins Morning Brief with Seana Smith and Brad Smith to discuss what Microsoft’s results signal about the artificial intelligence (AI) landscape.

“Microsoft continues to kind of…

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