What is DeepSeek, and why is it causing Nvidia and other stocks to slump?
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
What is DeepSeek? How a small Chinese startup shook up the AI sector
Stocks tumbled after a Chinese AI startup said its models can compete with the likes of ChatGPT and other U.S.-based models ...
ASML Holding Stock: Strong Buy Before Q4 Earnings
ASML Holding’s strong Q4 earnings outlook is backed by AI chip demand. Read why ASML stock is a buy, with consistent profit ...
Heard on the Street: TSMC Is Your AI Value Play
If growth at a reasonable price is the goal, the world’s largest contract chip manufacturer fits the bill. Strong demand for ...
Nvidia faces a reckoning as an upstart rival raises questions about Wall Street's darling
The company's stock price has similarly soared, and its total market value quickly passed rivals like Intel, Microsoft and ...
TikTok owner ByteDance plans to spend $12 billion on AI chips in 2025, FT reports
ByteDance is placing a big bet on artificial intelligence (AI) infrastructure as the TikTok parent plans to spend more than ...
DeepSeek will create ‘faster unlock’ of chip demand, says JPMorgan
JPMorgan analyst Harlan Sur believes the recent efficiency gains demonstrated by DeepSeek will serve to pull forward the adoption and scaling ...
Taiwanese chipmaker TSMC posts 57% surge in profit thanks to the AI boom
Taiwan computer chip maker TSMC has reported its profit in the last quarter rose 57%, buoyed by the artificial intelligence ...
El País in English8h
China’s DeepSeek: Why is it disrupting the market and hurting Nvidia?
The success of the startup raises questions about the heavy-investment AI model pursued by tech giants, despite their ...
DeepSeek’s unveiling reveals the depth of China’s AI tech sector
The global market shake-up induced by Chinese artificial intelligence lab, DeepSeek, has provided a much needed wake-up call ...
Wall Street Journal9d
Heard on the Street: TSMC Is Your AI Value Play
If growth at a reasonable price is the goal, the world’s largest contract chip manufacturer fits the bill. Strong demand for artificial intelligence chips has delivered a stellar quarter for ...