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AI, DeepSeek and Wall Street
Tech CEOs try to reassure Wall Street after DeepSeek shock
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.
DeepSeek Is Upending Wall Street’s Big AI Power Trade
The selloff​ extended to shares of natural-gas producers, pipeline operators, mining companies​, and electricity generators.
Why DeepSeek's AI Model Has Wall Street Bullish on Software Stocks
Key Takeaways The stocks of software companies such as Salesforce have soared this week on hopes that Chinese start-up DeepSeek's cost-efficient AI model could make AI applications significantly less expensive to develop and run.
Nvidia, DeepSeek
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.
NVIDIA Shares Rebound After DeepSeek Sell-Off Sparks Market Jitters
NVIDIA (NASDAQ: NVDA) shares surged 8.8% Tuesday, recovering from a sharp sell-off linked to DeepSeeks claims, which wiped $589 billion off the AI chip giants market value. The rebound came as Wall Street analysts
Nvidia shares jump, rebounding after DeepSeek-linked drop
Nvidia stock jumped in Europe on Wednesday, suggesting shares in the company at the heart of the artificial intelligence markets boom may recover further after a steep drop this week triggered by the rise of China's DeepSeek AI tool.
Mark Zuckerberg reveals thoughts on DeepSeek
Meta defends $65bn AI spend after DeepSeek rise
Meta has defended its $65bn (£52bn) investment in artificial intelligence (AI) days after US tech stocks wobbled in the wake of Chinese AI app DeepSeek's sudden rise. Chief executive Mark Zuckerberg said to investors on Wednesday there was a lot to learn from DeepSeek,
Zuckerberg Says DeepSeek ‘Strengthened Our Conviction' as Meta Spends Big on AI
Key Takeaways Meta CEO Mark Zuckerberg said Wednesday’s that the rapid rise of competitors from China has only strengthened the tech giant’s commitment to its AI ambitions. The CEO said it’s too early to know how growing competition from China could impact its future investments.
Mark Zuckerberg reveals thoughts on DeepSeek as Meta’s AI spending under scrutiny
Meta Platforms’ fourth-quarter revenue beat Wall Street expectations on Wednesday, but the company predicted sales in the current first quarter may not meet forecasts, sending mixed signals about how bets on pricey artificial intelligence-powered tools are paying off.
4h
DeepSeek Upended Wall Street's Rosy View Of AI Stocks Like Nvidia. What That Means For U.S. Hopes To Outrun China.
While AI stocks may rebound from their DeepSeek-induced market sell-off, the U.S. clearly faces a threat from China in ...
5h
This fossil fuel billionaire thinks Wall Street is wrong about DeepSeek
The breakout success of Chinese AI platform DeepSeek doesn’t mean a dimmer future for the US electric grid, despite what Wall ...
39m
Inside Microsoft’s quick embrace of DeepSeek
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later. This brings a lot more AI capabilities to Windows, and it’s something ...
9h
DeepSeek is a hot topic on earnings calls this quarter
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
9h
Nvidia Stock Investors Just Got Good News From President Donald Trump and Wall Street
Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research ...
15h
on MSN
Did DeepSeek copy ChatGPT to make new AI chatbot? Trump adviser thinks so
Did the upstart Chinese tech company DeepSeek copy ChatGPT to make the artificial intelligence technology that shook Wall ...
14h
Meta crushes Wall Street’s profit targets as Zuckerberg dismisses DeepSeek threat
This month, Zuckerberg also announced that Meta will shut down its third-party fact-checking teams in an effort to “restore ...
1d
on MSN
Nvidia Stock Investors Just Got Bad News From DeepSeek, but Certain Wall Street Analysts See a Silver Lining
Brian Colello at Morningstar maintained his target price of $130 per share on Nvidia stock following the DeepSeek news. "We ...
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