ASML shares jump 10% as surge in orders defies fears of DeepSeek hitting AI chip demand

• ASML stock recovers from DeepSeek turmoil after surge in orders

  ASML, the maker of advanced microchip-making equipment, on Wednesday reported better-than-expected earnings after foundries upgraded their machines as its bookings surged ahead of estimates.
  
  MarketWatch - 1d

• ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less

  Without addressing the specifics of DeepSeek's model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in demand for AI chips.
  
  CNBC - 1d
• 

  ASML shares bounce as orders signal demand for AI equipment

  Europe’s biggest maker of chip manufacturing equipment reports rise in quarterly sales
  
  Financial Times - 1d

• DeepSeek defies America’s AI supremacy

  A Chinese advance tests the assumptions behind lofty US tech valuations
  
  Financial Times - 2d

• Here's what Jim Cramer tells investors to do with Nvidia as shares tumble on DeepSeek AI fears

  AI chip king Nvidia is tumbling on the emergence of Chinese AI startup DeepSeek.
  
  CNBC - 3d
• 

  Oracle Shares Surge as Trump Reveals $500 Billion AI Plan

  Oracle saw massive growth today.
  
  Inc. - Jan. 22

• Oracle shares jump 7% on involvement in AI infrastructure initiative that Trump will announce

  Oracle will be involved in a joint venture for artificial intelligence infrastructure in the U.S. that President Trump will announce.
  
  CNBC - Jan. 21
• 

  Huawei seeks to grab market share in AI chips from Nvidia in China

  Tech giant pushes its artificial intelligence chips as hardware of choice for ‘inference’ tasks
  
  Financial Times - Jan. 21

• TSMC net profit hits record high as fourth-quarter results top expectations on robust AI chip demand

  TSMC, the world's largest contract chip manufacturer, produces advanced processors for clients such as Nvidia and Apple and has benefited from the megatrend in favor of AI.
  
  CNBC - Jan. 16

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• No survivors in American Airlines collision with Army helicopter, officials say

  An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.
  
  CNBC - 1h

• Trump lashes out at Biden, DEI efforts after D.C. plane crash

  President Donald Trump blasted former President Joe Biden and Democratic diversity measures after a midair collision above Washington, D.C.
  
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• Pending home sales drop sharply in December, as mortgage rates surge back over 7%

  Pending home sales in the U.S. fell in December as mortgage rates climbed again.
  
  CNBC - 1h

• UPS shares tank 17% after weak guidance, plan to slash Amazon deliveries by more than half

  UPS has shifted away from less profitable large contracts in recent years, while Amazon has built up its own in-house logistics empire.
  
  CNBC - 20m

• Apple reports first-quarter earnings after the bell

  Analysts are concerned about how Apple will signal the March quarter is shaking out.
  
  CNBC - 22m

More in Business

• 

  ECB warns of ‘headwinds’ to Eurozone economy as it cuts rate to 2.75%

  Move comes after Fed keeps borrowing costs on hold
  
  Financial Times - 5m

• Selling your house? Here’s how long you’ll have to wait for a buyer.

  High mortgage rates have stalled the housing market.
  
  MarketWatch - 5m
• 

  SoftBank in Talks to Invest Up to $25 Billion in OpenAI

  A new investment from the Japanese conglomerate would be separate from the $100 billion tied to a project announced at the White House last week.
  
  The New York Times - 8m

• IBM rallies 13%, heads for best day since 2000 on strong earnings

  CEO Arvind Krishna said that the company posted $5 billion in bookings for its generative AI segment.
  
  CNBC - 12m

• Trump lashes out at Biden, DEI efforts after D.C. plane crash

  President Donald Trump blasted former President Joe Biden and Democratic diversity measures after a midair collision above Washington, D.C.
  
  CNBC - 15m