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AI, NVIDIA and Microsoft
Microsoft and Meta AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Better Artificial Intelligence (AI) Stock for 2025: Nvidia vs. Microsoft
But will Nvidia continue to outperform Microsoft in 2025? Let's find out.
Why Nvidia, Microsoft, Oracle, Arm, and Other AI Stocks Are Surging Wednesday
Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s announcement of a $500 billion joint venture spurred optimism about a rising tide of AI investments.
Why DeepSeek AI could be bullish for Nvidia, Broadcom, Microsoft and other AI stocks
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.
'Load up' on Nvidia, AI stocks while cheaper, market expert says
Banríon Capital Management Founder and CEO Shana Orczyk Sissel said that any pullback in shares of Nvidia - like the one sparked this week by Chinese AI startup DeepSeek - is a buying opportunity for investors.
Nvidia Leads AI Stock Rebound, but Don’t Buy Yet
After the shockwave sent through the artificial intelligence sector Monday following the DeepSeek earthquake, AI stocks recovered some of their lost ground. Nvidia (NASDAQ:NVDA) was the biggest winner,
Nvidia Is Sinking Again Today. Is This Your Chance to Buy the Artificial Intelligence (AI) Leader's Stock?
Nvidia stock is losing ground today amid multiple bearish catalysts related to the DeepSeek R1 artificial intelligence model that was released last week. For starters, investors a
Nvidia Stock Drops Wednesday as AI Chipmaker's Roller-Coaster Week Continues
Key Takeaways Nvidia shares tumbled Wednesday, dashing hopes for a quick recovery from losses earlier in the week amid concerns about competitiveness of American AI firms and their spending on artificial intelligence.
Meta defends $65bn AI spend
Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark Zuckerberg said.
Meta defends $65bn AI spend after DeepSeek rise
Meta has defended its $65bn (£52bn) investment in artificial intelligence (AI) days after US tech stocks wobbled in the wake of Chinese AI app DeepSeek's sudden rise. Chief executive Mark Zuckerberg said to investors on Wednesday there was a lot to learn from DeepSeek,
6h
on MSN
US stocks boosted at open by earnings and signs AI spending's intact. Nvidia dips, though.
Wall Street opens up on relief Meta and Microsoft kept their AI spending plans even as their earnings come in mixed. Next up, ...
The Economist
2h
How DeepSeek will upend the AI pecking order
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
CRN
3h
AWS, Meta, Microsoft, Nvidia And Oracle: Five Data Center Deals Worth $676B Announced This Month
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
2d
on MSN
US stocks, Nvidia recover slightly after China's DeepSeek AI brought steep losses
U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...
2d
It's not just Nvidia: These under-the-radar winners of the AI revolution have been hit by DeepSeek mania
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...
Interesting Engineering on MSN
2d
DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US tech
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
7h
on MSN
Nvidia Stock Gets Hit as DeepSeek AI Drama Reportedly Pushing More Export Regulations
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...
9h
Nvidia retail investors told us why they're unfazed by DeepSeek's market disruption and refusing to sell
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...
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