Advanced Micro Devices (AMD 4.58%), and Micron Technology (MU 0.82%) plunged on news that a Chinese start-up called DeepS ...
Because Nvidia is still growing its revenue rapidly, using trailing earning metrics can give a false impression of where the ...
Piper Sandler's research dated Feb. 4 has revealed a less optimistic outlook for Meta Platforms' position in the artificial intelligence race.
Big Tech stocks weathered a volatile week marked by DeepSeek’s AI disruption and pivotal earnings. While Nvidia slumped, ...
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get ...
The artificial intelligence (AI) breakthrough announced by China’s DeepSeek last week is likely to ultimately be seen as a ...
CEO Elon Musk, warming to his burgeoning political brand, is starting a new role in the Trump administration as the director of the Department of Government ...
Warren Buffett wrote, "Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily understandable business whose earnings are virtually certain to be ...
The release of DeepSeek rocked stock markets, shocked global politicians, and forced major companies across the world to ...
Zuckerberg’s bet includes a Manhattan-sized data center, part of a global expansion to support Meta’s AI ambitions. But AI models run on GPUs, and nobody makes them better than Nvidia. Meta expects to ...
Nearly every bank is highly bullish on Nvidia. “They have absolutely no idea what they’re talking about,” Jeffery Emanuel ...
For its part, Nvidia called DeepSeek "an excellent AI advancement and a perfect example of Test Time Scaling" but added that the process of using a trained model to make predictions on new data, or ...