Microsoft Cloud Growth Constrained by Shortage of Data Centers
Microsoft Corp. said its cloud-computing business will continue to grow slowly in the current quarter as the company ...
Is Microsoft (MSFT) Set To Address DeepSeek AI Concerns In Earnings Calls Today?
We recently published a list of 5 Companies Set To Address DeepSeek AI Concerns In Earnings Calls Today. In this article, we ...
Microsoft Corporation (MSFT) Delivers $9 Billion in Shareholder Returns, Strengthens AI Integration with $80 Billion Investment in FY 2025
We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where ...
5 Companies Set To Address DeepSeek AI Concerns In Earnings Calls Today
The revelation about DeepSeek AI’s capabilities and costs rattled the US market a couple of days ago. Major semiconductor, ...
Tech Giants Have Been Spending Big on AI. Will DeepSeek Change That?
The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the ...
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...
BABA Releases AI Model: Should you Buy the Stock?
If "Qwen's" results hold up, Alibaba can cement itself as a premier AI juggernaut. Regardless, BABA is historically cheap, ...
Nvidia is in danger of losing its monopoly-like margins
That reflects a tug-of-war between two types of investors; those who believe Jensen Huang, Nvidia’s leather-jacketed rockstar ...
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🔒 The Economist: DeepSeek disrupts Nvidia, competition heats up in AI chip war
Nvidia faces new threats as China's DeepSeek challenges AI chip dominance, shaking markets. Can Nvidia maintain its ...
ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less
Without addressing the specifics of DeepSeek’s model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in ...
Should you hold on to Nvidia shares or sell up now? What investors should do
Nvidia, led by boss Jensen Huang (pictured), lost almost $600bn in value, after China claimed its new Deepseek AI chatbot was ...
How big tech is recalibrating around DeepSeek threat
On the political landscape, tech made the biggest pivot. Amid threats of heavy regulation and even being broken up under Biden, Silicon Valley has embraced Donald Trump’s administration. The likes of ...