Microsoft Stock Slips as Intelligent Cloud Revenue Falls Short of Expectations

1. Microsoft's Intelligent Cloud revenue missed expectations, rising 19% to $25.54 billion. 2. Overall revenue was $69.63 billion, surpassing analyst consensus by 12%. 3. AI revenue run rate increased to $13 billion, highlighting strong growth potential. 4. DeepSeek's AI model raised competitive concerns for U.S. firms, including MSFT. 5. Analysts suggest urgency for Microsoft against rising AI competition.