"DeepSeek means peak in AI capex return expectations," says Bank of America's top global strategist Michael Hartnett.
DeepSeek Launch, Intel’s Price Cuts The unveiling of China’s new resource-light AI model, DeepSeek, roiled the U.S. big ...
U.S.-listed shares of tech giants are gaining some lost ground this morning after a China-based startup shocked the AI world ...
"In our view this is a correction and not the start of a sustained bear market," Goldman Sachs said. DeepSeek sparked a $1 ...
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...
The rest of the stock market could finally catch up to the Magnificent Seven this year—and it has nothing to do with DeepSeek ...
Deepseek will lower the cost of production for AI, and move attention to data sets, energy and AI applications.
The last place the tech giants expected any competition to emerge from was China, because US capitalism was the great innovator and China a mere imitator.
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
Tech stocks fell sharply after the market realized the implications of DeepSeek's AI models. But they returned to where they ...
Mike Armstrong, president of Armstrong Advisory Group, discusses investment strategies after a rocky day for tech stocks.
Retired Intel CEO Pat Gelsinger said "the markets are getting it wrong" Monday after investors triggered a sell-off in ...