US stocks goosed by earnings, intact AI budgets. Nvidia dips on talk of China sales curb.
Wall Street ended up on relief Meta and Microsoft kept their AI spending plans even amid mixed earnings. Next up, Apple ...
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This Stock Just Upended the AI Market Again. Time to Buy?
Chinese AI lab DeepSeek sent a shockwave through the tech sector this week after releasing its R1 large language model (LLM) ...
Nasdaq Futures Plunge on China AI Challenger
Good morning. US tech futures plunge as a Chinese AI newcomer threatens to shake things up. Donald Trump briefly proposes ...
Nasdaq, S&P 500 drop as China's DeepSeek AI model hits tech shares
The S&P 500 and the Nasdaq fell sharply on Monday, led by Nvidia and other chipmakers as popularity of a low-cost Chinese ...
Heard on the Street: Behind the AI Splurge at Microsoft and Meta
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...