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Nvidia, Microsoft and AI
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.
Better Artificial Intelligence (AI) Stock for 2025: Nvidia vs. Microsoft
But will Nvidia continue to outperform Microsoft in 2025? Let's find out.
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.
'Load up' on Nvidia, AI stocks while cheaper, market expert says
Banríon Capital Management Founder and CEO Shana Orczyk Sissel said that any pullback in shares of Nvidia - like the one sparked this week by Chinese AI startup DeepSeek - is a buying opportunity for investors.
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,
Nvidia Is Sinking Again Today. Is This Your Chance to Buy the Artificial Intelligence (AI) Leader's Stock?
Nvidia stock is losing ground today amid multiple bearish catalysts related to the DeepSeek R1 artificial intelligence model that was released last week. For starters, investors a
Microsoft, Meta CEOs defend hefty AI spending
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 pouring billions of dollars into AI – despite lingering anxiety over the
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark Zuckerberg said.
Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans
The tech giants on Wednesday talked up their AI strategies and said they are sticking with ambitious investments in the technology despite the investor panic this week over the ri
Nvidia, DeepSeek
It's not just Nvidia: These under-the-radar winners of the AI revolution have been hit by DeepSeek mania
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got caught in the historic sell-off.
Nvidia hit hard by China's DeepSeek
The company that lifted the tech industry and drove A.I. spending for the last several years, suffering the biggest one day wipeout of wealth in U.S. Monday.
DeepSeek’s Rise Exposes Nvidia’s Weakness
A new Chinese AI model threatens to diminish the need for Nvidia’s most-expensive chips, but some say the concerns are overblown.
6h
on MSN
US stocks boosted at open by earnings and signs AI spending's intact. Nvidia dips, though.
Wall Street opens up on relief Meta and Microsoft kept their AI spending plans even as their earnings come in mixed. Next up, ...
3d
on MSN
Why Nvidia, Broadcom, Microsoft, and Other Artificial Intelligence (AI) Stocks Crashed Monday Morning
Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems.
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 ...
The Economist
3h
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 ...
CRN
4h
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 ...
2d
DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
8h
on MSN
Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker.
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
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