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.

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

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

Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours trading as investors worry about big spending, elusive artificial intelligence revenue and competition from cheaper AI models from China.

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.

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.

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.

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.

The Chinese chatbot has already hit the chipmaker giant Nvidia’s share price, but its true potential could upend the whole AI business model.

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for overall quarterly revenue and increasing use of its cloud services for artificial intelligence.

Google's near-term potential looks bright. Click here to read more on how AI can help improve the outlook for GOOGL stock.

The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with its latest large language model, R1, released on January 20th. Consumers have flocked to DeepSeek’s chatbot,