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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 ...
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.
Prediction: After Losing Over $1 Trillion in Market Cap This Year, Nvidia Stock Will Rebound in Epic Fashion. Here's Why.
Prediction: After Losing Over $1 Trillion in Market Cap This Year, Nvidia Stock Will Rebound in Epic Fashion. Here's Why.
Nasdaq Correction: 2 AI Stocks Down 26% and 46% to Buy Before They Soar, According to Wall Street
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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 ...
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 ...
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2 Robotics Stocks to Play Embodied AI in 2025
Recent developments and advancements in AI may have been overshadowed by tariff updates in recent months. Undoubtedly, Trump ...
Treasury Secretary Bessent says market woes are more about tech stock sell-off than Trump's tariffs
Treasury Secretary Scott Bessent said Wednesday the sell-off in the stock market is due more to a sharp pullback in the ...
ByteDance, Alibaba, And Tencent Order $16 Billion Worth Of Nvidia's H20 Chips As Demand Surges For DeepSeek's Low-Cost AI Models: Report
Chinese tech giants ByteDance, Alibaba, and Tencent have placed over $16 billion in orders for Nvidia's H20 server chips, ...
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 ...
DeepSeek has boosted the faith of rich Chinese investors in tech stocks: StanChart banker
The AI boom in China has convinced Chinese investors that the markets will continue to rise, Standard Chartered’s Judy Hsu says.
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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 ...