Alphabet's big AI spending plan is more good news for 2 chip stocks shaken by DeepSeek

• Alphabet is showing the downside of being an AI stock

  Alphabet has been talking nonstop about AI. Now investors are looking for proof that the company’s efforts are working.
  
  MarketWatch - 1h

• Alphabet's quarter, spending guide, commentary give little reason to change our view on the stock

  We're debating whether this management team can do better or whether we're looking at a value trap.
  
  CNBC - 21h

• DeepSeek's AI claims have shaken the world — but not everyone's convinced

  DeepSeek claims its R1 outperforms OpenAI's latest o1 model despite costing a fraction of the price the U.S. AI lab charges for its large language models.
  
  CNBC - 5d

• The stock market ‘is telling us that cheap, open-source AI is a good thing’ after DeepSeek rout

  Investors aren’t ignoring the upsides of cheaper AI models despite Monday’s DeepSeek-inspired stock-market panic.
  
  MarketWatch - Jan. 28
• 

  Tech stocks slump as China’s DeepSeek stokes fears over AI spending

  Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’
  
  Financial Times - Jan. 27
• 

  Nvidia Stock Price Colossally Crashes After New DeepSeek AI Model Emerges

  Nvidia remains one of the world's largest companies by market cap, but the chip-maker is having a tough day on the stock market today. The company's share price slid by nearly 17% today, wiping out ...
  
  GameSpot - Jan. 27

• Japan chip stocks fall as DeepSeek's challenge to U.S. AI dominance raises worries for Asian tech firms

  Japan's chip-related stocks fall as DeepSeek gained momentum, raising concerns about a challenge to America's global leadership in artificial intelligence.
  
  CNBC - Jan. 27
• 

  TikTok-owner ByteDance plans to spend $12bn on AI chips in 2025

  Chinese owner of video app seeks growth from AI as its social media business comes under pressure in US
  
  Financial Times - Jan. 22

• Biden administration planning new AI chip export limits that would hit Nvidia, report says

  The White House is finalizing additional restrictions on the export of artificial intelligence microchips that would hit companies including Nvidia and Advanced Micro Devices, according to a report.
  
  MarketWatch - Jan. 9

More from CNBC

• Ford beats earnings expectations but forecasts tougher year ahead

  Ford Motor beat Wall Street's top- and bottom-line expectations for the fourth quarter but forecast a tougher year ahead for the company.
  
  CNBC - 21m

• Fed officials are raising concerns about the impact Trump's tariffs could have on inflation

  Federal Reserve officials take great pains not to comment on fiscal policy, but the looming threat from tariffs is forcing their hand.
  
  CNBC - 28m

• Qualcomm tops estimates for earnings and revenue on strong smartphone demand

  Qualcomm reported first-quarter earnings on Wednesday that beat consensus expectations on both the top and bottom line.
  
  CNBC - 30m

• Google opens its most powerful AI models to everyone, the next stage in its virtual agent push

  The suite of agentic Gemini 2.0 models includes 2.0 Flash, 2.0 Pro Experimental and 2.0 Flash-Lite.
  
  CNBC - 3h

• MicroStrategy unveils new name, reports accelerated bitcoin purchases in fourth quarter

  The largest corporate holder of bitcoin said it's almost halfway to its $42 billion capital raising goal after it went on a buying spree last quarter.
  
  CNBC - 35m

More in Business

• How DeepSeek could deliver another blow to the stock market

  DeepSeek’s full impact isn’t yet reflected in U.S. stock prices, says Don Townswick at Conning
  
  MarketWatch - 17m

• Arm’s outlook doesn’t live up to the hype after the stock’s big rally this year

  Investors perhaps wanted more oomph in the forecast after Arm’s stock rose 40% to start 2025.
  
  MarketWatch - 20m

• Ford beats earnings expectations but forecasts tougher year ahead

  Ford Motor beat Wall Street's top- and bottom-line expectations for the fourth quarter but forecast a tougher year ahead for the company.
  
  CNBC - 21m

• NFL's chief media officer predicts Super Bowl has 'a chance' to be the most watched ever

  Fox will air this year's Super Bowl and has "a chance" to deliver the most-watched audience ever, said NFL Chief Media and Business Officer Brian Rolapp.
  
  CNBC - 28m

• Fed officials are raising concerns about the impact Trump's tariffs could have on inflation

  Federal Reserve officials take great pains not to comment on fiscal policy, but the looming threat from tariffs is forcing their hand.
  
  CNBC - 28m