Microsoft’s Earnings Are Wednesday. What to Expect. - Barron's

1. Microsoft investors closely watch AI spending amid market frenzy over DeepSeek. 2. Analysts estimate Q2 earnings at $3.11 per share, $68.9 billion revenue. 3. DeepSeek reported low AI model costs, raising questions about Microsoft's spending. 4. Microsoft plans $80 billion investment in AI by 2025 despite market reactions. 5. Analysts believe Big Tech's spending will remain unaffected by DeepSeek developments.