Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...

Nvidia, in contrast, has nearly everything AI investors want. It's profitable, it has plenty of room to grow as AI ...

10:30 a.m. Atlanta Fed GDPNow fourth quarter update.

Nvidia climbed 8.8%, with the rally gaining steam throughout the day and closing near session highs. The stock at one point ...

Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...

Nvidia spoke positively about DeepSeek’s latest AI model, R1, saying it represented “excellent AI advancement.” ...

Wall Street’s superstars tumbled as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve ...

US tech stocks were steady on Tuesday after they slumped on Monday following the sudden rise of Chinese-made artificial ...

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility ...

Robby Soave and Niall Stanage discuss the new Chinese generative A-I model DeepSeek and it's implications on the US tech ...