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.
S&P 500 flat as declines in Microsoft, Nvidia offset other tech gains
The S&P 500 was muted on Thursday as losses in tech heavyweights Microsoft and Nvidia countered earnings-led gains for Meta and Tesla, while investors parsed a slew of corporate earnings a day after the U.
US probing whether DeepSeek got Nvidia chips in Singapore — despite export controls blocking sale: report
Nvidia, Chip Stocks Rebound as DeepSeek Panic Dies Down
Following the market plunge triggered by the release of the DeepSeek chatbot, Nvidia has recovered a large portion of its losses.
Market panic over DeepSeek? Why Nvidia's $500 billion drop is pure hysteria
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Nvidia retail investors told us why they're unfazed by DeepSeek's market disruption and refusing to sell
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, VandaTrack said.
Sam Altman Thanks Satya Nadella, Jensen Huang As OpenAI Deploys NVIDIA's GB200 On Microsoft Azure, Boosting Performance By 30X
OpenAI CEO Sam Altman announced a technological milestone on Friday, revealing the deployment of NVIDIA Corp.'s first full 8-rack GB200 NVL72 system on Microsoft Corp.'s Azure platform, marking a major advancement in the companies' strategic partnership.
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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 half a trillion dollars in the first month of 2025 as banks and technology vendors vie to build out massive AI compute.
Nvidia faces a reckoning as Chinese upstart raises questions about Wall Street’s darling
The superstar run for Nvidia’s stock the last few years has been astonishing. So was its tumble Monday, which caused $595 billion in wealth to vanish.
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.
Microsoft Continues to Spend Big on A.I. as Profit Grows 10%
The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for tech stocks.
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Microsoft Q2 2025 Earnings Preview: 5 Things To Know
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the tech vendor’s 2Q 2025 earnings call.
Nvidia Has 1 Huge Competitive Advantage That Probably Flies Under the Radar of Many Investors
Nvidia has a reputation for being an "employer of choice." This gives Nvidia an advantage over other tech companies that are competing for employees with similar skills. Nvidia has many competitive advantages,
Microsoft probing if DeepSeek-linked group improperly obtained OpenAI data
In its own research, DeepSeek said it had “distilled” models from its R1 system based on other open-source systems. Unlike OpenAI’s closed systems, some models such as Meta’s Llama are open-source and freely available for use.