In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...
The GPU giant laid out a very smart approach to agentic AI earlier this month at CES, but it could do more to clarify its ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
China’s DeepSeek says it trained an AI model for less than $6 million. This is as big U.S. tech companies have poured ...
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...
DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...
American AI stocks got sucker punched after China's DeepSeek app reportedly showed advancements against rivals sending ...
Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence ...
Wall Street’s superstars tumbled as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve ...
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...