How DeepSeek changed Silicon Valley’s AI landscape
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...
Microsoft, Meta back big AI spending despite DeepSeek's low costs
Microsoft has earmarked $80 billion for AI in its current fiscal year, while Meta has pledged as much as $65 billion ...
Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
The Windows maker missed market estimates for quarterly revenue growth at Azure and gave a third-quarter forecast for the business that was below expectations ...
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Stock market today: Meta climbs and Microsoft falls as most stocks rise on Wall Street
Meta Platforms and most other U.S. stocks are rising Thursday following a rush of profit reports from some of the country’s ...
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Why AI Stocks Micron (MU), Vertiv (VRT), Credo (CRDO) Are Rebounding Thursday
Is the DeepSeek panic over? Stocks involved in the AI infrastructure build-out saw a punishing sell-off on Monday. Many leading names in the trade like Vertiv (NYSE: VRT) and Credo (Nasdaq: CRDO) ...
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Stocks turn lower as early gains fade
U.S. stocks were erasing early gains in recent trading, with the S&P 500 joining the Nasdaq Composite in the red. As investors responded to the latest earnings and economic reports, Nvidia Corp. has ...