"DeepSeek means peak in AI capex return expectations," says Bank of America's top global strategist Michael Hartnett.
AI investors are desperately trying to find clues on the real impact of DeepSeek on chip demand in the future and gauge how ...
Broadcom (NASDAQ: AVGO) had an incredible 2024, with the stock more than doubling. After a run-up like that, many investors ...
Leading the swing were Apple and Nvidia, both Silicon Valley giants with significant dealings in China, as shares of Apple ...
Shares of Apple charged higher on Monday, bucking the trend as its large-cap tech peers tumbled on concerns about ...
The sudden success of the Chinese AI startup took the tech world by surprise. Newsweek explores the impact on the U.S.'s lead in the industry ...
Tech entrepreneurs and venture capitalists are applauding DeepSeek while cautioning that it reveals China is far more advanced than we thought in AI. Legendary venture capitalist Marc Andreessen ...
The Chinese firm has pulled back the curtain to expose how the top labs may be building their next-generation models. Now ...
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
Nvidia was falling early Friday as politicians and Big Tech firms comment on the effects of Chinese firm DeepSeek’s ...