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Is Deepseek the Fragile Digital Silk Road of China in the AI Supremacy Race with the USA?
China’s technological advancements have taken a significant leap with the launch of Deepseek, an AI-powered search engine ...
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...
Why DeepSeek is great news for Microsoft and software stocks
DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...
DeepSeek’s AI Innovation: What It Means For Investors And Big Tech
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
The Information7h
Meta and Microsoft Show AI Bets Still in Play
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...
Vertiv Holdings Co (VRT) Stock Drops 25% Amid DeepSeek AI Concerns, JP Morgan Sees Long-Term Growth Potential
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
NuScale Power Corporation (SMR) Stock Plunges 25% Amid DeepSeek AI Concerns and Reevaluation of AI-Driven Energy Demand
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
Microsoft Stock Slips as Intelligent Cloud Revenue Falls Short of Expectations
Microsoft reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations, dragging shares lower after the bell Wednesday.
Microsoft’s AI revenue grows, but its stock falls on lower guidance and concerns over spending
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
OpenAI says DeepSeek may have 'inapproriately' used its data
OpenAI itself has been accused of building ChatGPT by inappropriately accessing content it didn't have the rights to.
Takeaways from Lutnick confirmation hearing for commerce secretary
In a hearing before the Senate Commerce Committee, Howard Lutnick was asked about an array of policy matters including tariffs, China, inflation, and more.