Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...
Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The ...
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
Chinese AI startup DeepSeek has shaken up the tech industry with its new chatbot, Deepseek R1, which claims to match or ...
Investors believe DeepSeek’s AI debut will not impact the Magnificent Seven companies, with 88% of respondents expecting minimal effects on the S&P 500. The survey highlights President Trump’s ...
The drop in costs that DeepSeek has shown will lead to more frequent use of AI models for tasks where they were previously considered too expensive and the emergence of new applications and use cases ...
The emergence of DeepSeek and the potential undoing of Nvidia’s dominance, even momentarily, is a stark reminder of the need ...
The race to develop AI has already rewritten the traditional rules of finance, with Big Tech leading the charge.
The introduction of DeepSeek has caused a stock slump among major AI players, led by chipmaker Nvidia (NVDA) , since it could ...
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 ...
Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.
Not unlike many other tech peers, Apple stock is trading at historically high valuations. Shares of Apple are trading at 31.4 ...
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