Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

None more nervous than Nvidia, though, whose market cap plummeted in response to the hype over DeepSeek. According to ...

Nvidia, in contrast, has nearly everything AI investors want. It's profitable, it has plenty of room to grow as AI ...

10:30 a.m. Atlanta Fed GDPNow fourth quarter update.

Nvidia climbed 8.8%, with the rally gaining steam throughout the day and closing near session highs. The stock at one point ...

Some of Nvidia's rivals in the AI space, including Arm and Broadcom, also saw their share prices slump on Monday. Stock ...

DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...

Robby Soave and Niall Stanage discuss the new Chinese generative A-I model DeepSeek and it's implications on the US tech ...

Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever, trailing only a ...

Analysts see this as an opportunity to buy NVDA shares as they believe the market has overreacted to the Chinese AI model.