Wall Street ended up on relief Meta and Microsoft kept their AI spending plans even amid mixed earnings. Next up, Apple ...
The upstart AI chip company Cerebras has started offering China’s market-shaking DeepSeek on its U.S. servers. Cerebras makes ...
Apple's earnings call is today at 5 pm ET. AAPL stock heads into the report down 4% YTD. Analysts are focused on services and ...
Apple’s report Thursday afternoon is the latest in a busy week for earnings and will provide a test for the iPhone maker’s ...
Arm's valuation is at risk with China's DeepSeek AI tool impacting demand for AI chips, high P/E ratio unsustainable despite partnerships. See more on ARM here.
Chinese AI lab DeepSeek sent a shockwave through the tech sector this week after releasing its R1 large language model (LLM) ...
I reiterate a 'Buy' rating for ASML with a one-year target price of US$864 per share, driven by AI's continued growth.
When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...
Earlier this week, many technology stocks sold off sharply on news of DeepSeek R1, the groundbreaking, low-cost AI model from ...
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DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
Nvidia said in a statement it is "ready to work with the administration as it pursues its own approach to AI." ...