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‘AI’s Sputnik Moment’: What’s the Deal with DeepSeek?
Depending on the circles you run in, you may have seen some pretty crazy news break earlier this week: Nvidia, the computer ...
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...
Microsoft investors are ignoring this number that suggests better growth ahead
Microsoft Corp. investors focused on the company's disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: ...
Why DeepSeek is great news for Microsoft and software stocks
DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...
DeepSeek’s AI Innovation: What It Means For Investors And Big Tech
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
The Information6h
Meta and Microsoft Show AI Bets Still in Play
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...
Vertiv Holdings Co (VRT) Stock Drops 25% Amid DeepSeek AI Concerns, JP Morgan Sees Long-Term Growth Potential
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
NuScale Power Corporation (SMR) Stock Plunges 25% Amid DeepSeek AI Concerns and Reevaluation of AI-Driven Energy Demand
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
Microsoft Stock Slips as Intelligent Cloud Revenue Falls Short of Expectations
Microsoft reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations, dragging shares lower after the bell Wednesday.
Microsoft’s AI revenue grows, but its stock falls on lower guidance and concerns over spending
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
OpenAI says DeepSeek may have 'inapproriately' used its data
OpenAI itself has been accused of building ChatGPT by inappropriately accessing content it didn't have the rights to.