From Zacks Investment Research: 2025-01-28 17:48:34

This week in the market has been eventful, with DeepSeek news causing concern for AI investors. Microsoft (MSFT) is set to report quarterly earnings, with the stock underperforming compared to the S&P 500. DeepSeek, a Chinese AI startup, has developed a cost-effective language model challenging U.S. AI dominance. This development has led to a sell-off in tech stocks like NVIDIA (NVDA) and Microsoft. Analysts are slightly bearish on MSFT’s earnings, with revenue expected to grow by 11% YoY. Investors should wait for official statements before drawing conclusions. The impact of DeepSeek on tech giants remains to be seen.



Read more at Zacks Investment Research: Microsoft Earnings: Is DeepSeek a Threat? – January 28, 2025