The emergence of DeepSeek and the potential undoing of Nvidia’s dominance, even momentarily, is a stark reminder of the need ...

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 ...

While investors fret about what the arrival of DeepSeek means for their all-in bet on American artificial intelligence ...

Conventional wisdom suggests that AI will transform the way we do everything while being immensely profitable for a disparate set of companies all along the AI value chain. In a simplistic value chain ...

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 ...

The race to develop AI has already rewritten the traditional rules of finance, with Big Tech leading the charge.

The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...

Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue ...

The cofounder and CEO of Meta doubled down on plans to spend hundreds of billions of dollars on AI infrastructure as China’s ...

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.

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 ...

Meta enjoyed a record Q4, with Microsoft also reporting strong results – although missing analyst expectations.