Microsoft earnings results will take a back seat to burning DeepSeek questions - MarketWatch

1. Investors eye Microsoft's AI spending and its effectiveness amid cost reductions. 2. Nadella's confidence during earnings call will address investor concerns on DeepSeek. 3. Lower AI service costs could boost Microsoft's adoption and customer satisfaction. 4. Analysts project revenue growth for Microsoft despite competitive pressures in AI. 5. Earnings call expected to highlight capex discipline and restore investor confidence.