Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their ...
Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
The GPU giant laid out a very smart approach to agentic AI earlier this month at CES, but it could do more to clarify its ...
DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...
Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
Wall Street’s superstars tumbled as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve ...
Key Takeaways Nvidia shares tumbled Wednesday, dashing hopes for a quick recovery from losses earlier in the week amid ...