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.
US Treasury chief Bessent: stock market drop a ‘Mag 7’ problem, not a Maga one
The decline has more to do with the emergence of Chinese AI firm DeepSeek than with Trump’s economic policies, Bessent says.
Nvidia stock is down 24% this year. Time to buy the dip?
Christopher Ruane has been eyeing Nvidia stock as a potential addition to his portfolio for a while. Is a recent price fall ...
Treasury secretary blames China’s DeepSeek for stock-market plunge: ‘A Mag 7 problem, not a MAGA problem’
The stock market plunge has more to do with the emergence this year of China’s DeepSeek artificial intelligence tool than ...
Nvidia, Tesla stocks plunge, leading another 'Magnificent 7' sell-off as a trade war intensifies
Chipmaker Nvidia (NVDA) and Tesla (TSLA) stocks tanked on Friday, leading the decline of the "Magnificent Seven" as an ...
Is Nvidia’s bubble bursting? The stock is cheap — if you can stomach this one risk.
Nvidia’s fundamentals look good even as the stock gets pounded, but investors who want to maintain exposure need to watch its ...
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Why Is No One Talking About Apple's (AAPL) Long-term Artificial Intelligence Plans?
When it comes to Apple (NASDAQ:AAPL), it’s been all about the AI delays, with a handful of notable AI features, including personal context, pushed out to next year, while the more ambitious Siri LLM ...
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Trump’s tariff policy wipes over $1 trillion from the magnificent 7’s market cap
President Donald Trump’s tariff policy has had a far-reaching impact on the U.S. stock market, with a particular effect on ...
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 ...
Nvidia's stock gets a rare downgrade, as there are bigger problems than tariffs
Nvidia's stock fell 7.8% on Thursday as investors digested the latest tariff announcements and Lee's downgrade. The stock is down 30% from its peak close achieved in early January, but Lee thinks it ...
Analyst Explains Why NVIDIA (NVDA) Investors Having Hard Time ‘Keeping The Faith’ After DeepSeek
Sarah Kunst, Cleo Capital managing director, said in a latest program on CNBC that NVIDIA Corporation (NASDAQ:NVDA) has become a victim of its own success amid high expectations of investors. The ...