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Microsoft is quietly integrating DeepSeek’s technology. What that means for AI stocks.
Microsoft aggressively expanded its data-center capacity to meet surging AI demand. By April 2024, reports indicated ...
Where Will Nvidia Stock Be in 1 Year?
This has been a brutal year for the U.S. tech industry as a combination of challenges, ranging from political uncertainty to ...
DeepSeek jolts AI industry: Why AI’s next leap may not come from more data, but more compute at inference
To contextualize DeepSeek’s disruption, let's consider the broader shift in AI being driven by the scarcity of training data.
The Best Trillion-Dollar Stock to Buy Now, According to Wall Street
Wall Street analysts collectively see Nvidia as the best trillion-dollar stock to buy as of April 12. The 58% upside implied ...
Has DeepSeek really lowered compute demand in 2025?
Bernstein analyst says DeepSeek's AI is increasing compute demand. Nvidia's Jensen Huang echoed a similar view at the annual ...
'The myth of a streamlined, low-cost Chinese AI, embodied by DeepSeek, could collapse as quickly as it appeared'
OP-ED. In an op-ed for Le Monde, legal expert Isabelle Feng reminds us that Chinese leaders are also masters in the art of ...
Why the Magnificent Seven Stocks Just Had Their Worst Month and Quarter on Record
The Magnificent Seven declined on Monday, capping off the worst month and quarter on record for the group of big tech stocks ...
Think DeepSeek has cut AI spending? Think again
A Bloomberg Intelligence conference clarified the growing demand for greater AI capacity, but everyone wishes it were cheaper.
New York Post9d
Treasury secretary blames China’s DeepSeek for stock-market plunge: ‘A Mag 7 problem, not a MAGA problem’
Stocks did take a hit in late January when Chinese startup DeepSeek launched a free AI assistant that it says uses less data at a fraction of the cost of incumbent services. It resulted in a ...
Zhihu Integrates AI Platform With DeepSeek, Posts First-Ever Profit
Zhihu is hoping that its new AI platform, Zhida.ai, integrated with DeepSeek's R1 model, will serve as a transformative ...
5 Stocks That Plunged In March: Should You Swoop In To Buy In April?
Stocks have been off to a rough start due to DeepSeek fears and tariff concerns. A bunch of stocks plunged in March, but some ...
Morningstar5d
Microsoft is quietly using DeepSeek's technology. What that means for AI stocks.
Microsoft's diversification from OpenAI speaks volumes about the future of AI investing When I wrote about DeepSeek's remarkable AI breakthrough in January, I didn't expect to see my predictions ...