Microsoft Earnings: What to Expect and How the Stock Might React Today - Barron's

1. Microsoft aggressively spends on AI, aiming for $80 billion by 2025. 2. DeepSeek's claims about low-cost AI raise concerns for Microsoft investors. 3. Analysts expect $3.11 earnings per share on $68.9 billion revenue this quarter. 4. Investors are awaiting insights on capital expenditure growth during earnings call. 5. Competitors like DeepSeek may influence Microsoft’s spending strategy.