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Nvidia, AI and Microsoft
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.
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.
Nvidia: DeepSeek Isn't Going To Topple The AI Gravy Train
Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great opportunity for long-term investors.
Nvidia Leads AI Stock Rebound, but Don’t Buy Yet
After the shockwave sent through the artificial intelligence sector Monday following the DeepSeek earthquake, AI stocks recovered some of their lost ground. Nvidia (NASDAQ:NVDA) was the biggest winner,
1d
on MSN
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 ...
1d
on MSN
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, ...
CRN
1d
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 ...
23h
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 ...
21h
on MSN
Every Wall Street Analyst Covering Nvidia Stock Expects It to Head Higher -- Here's Why They May Be Wrong
Optimists looking for an encore performance from Wall Street were handsomely rewarded in 2024. Last year, the Dow Jones ...
2d
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 ...
2d
on MSN
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 ...
CRN
1d
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 ...
4d
Nasdaq Tumbles: NVIDIA, Broadcom and Microsoft Pull the Market Down
The Nasdaq is currently experiencing a significant pullback. It is currently down 3.5% and has gone below the 20,000 level to ...
3d
on MSN
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 ...
4d
Nvidia No Longer World's Most Valuable Company as $500 Billion Wiped Off Market Cap
In what marks the largest single-day drop in stock market history, Nvidia's valuation has been hit by China's answer to ChatGPT.
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