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 ...
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DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US techNVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
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 ...
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...
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