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Nvidia, AI and Microsoft
Microsoft and Meta AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Why DeepSeek AI could be bullish for Nvidia, Broadcom, Microsoft and other AI stocks
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Nvidia: DeepSeek Isn't Going To Topple The AI Gravy Train
Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great opportunity for long-term investors.
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
Nvidia Leads AI Stock Rebound, but Don’t Buy Yet
After the shockwave sent through the artificial intelligence sector Monday following the DeepSeek earthquake, AI stocks recovered some of their lost ground. Nvidia (NASDAQ:NVDA) was the biggest winner,
China, NVIDIA and Trump
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 earnings.
Trump Officials Consider New Restrictions on Nvidia (NVDA) Chip Sales to China
Trump administration officials are considering new restrictions on Nvidia (NVDA) chip sales to China. Indeed, they are focusing on the
Nvidia stock drops again thanks to rumors of expanded China chip sanctions by Trump administration
The Trump administration is reportedly considering expanding the bans and sanctions against China, which could mean that the Nvidia H20 chip will no longer be legal to sell in the country.
15h
on MSN
Should You Forget Nvidia and Buy This Artificial Intelligence (AI) Stock Instead?
When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...
2d
Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...
9h
on MSN
Tech stocks mixed as Meta, Microsoft affirm big AI spending plans after DeepSeek turmoil
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...
11d
Better Artificial Intelligence (AI) Stock for 2025: Nvidia vs. Microsoft
But will Nvidia continue to outperform Microsoft in 2025? Let's find out.
The Economist
6h
How DeepSeek will upend the AI pecking order
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
2d
on MSN
US stocks, Nvidia recover slightly after China's DeepSeek AI brought steep losses
U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...
CRN
7h
AWS, Meta, Microsoft, Nvidia And Oracle: Five Data Center Deals Worth $676B Announced This Month
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
Interesting Engineering on MSN
2d
DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US tech
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
11h
on MSN
Nvidia Stock Gets Hit as DeepSeek AI Drama Reportedly Pushing More Export Regulations
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...
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