DeepSeek raises new questions for Nvidia and the tech giants that hoard its chips

• Nvidia to report earnings amid infrastructure spending, DeepSeek concerns

  Nvidia reports fourth-quarter financial results on Wednesday after the bell.
  
  CNBC - 1d
• 

  Nvidia to report earnings amid infrastructure spending, DeepSeek concerns

  Nvidia is scheduled to report fourth-quarter financial results on Wednesday after the bell.
  
  NBC News - 19h

• Huawei improves AI chip production in boost for China’s tech goals

  Chinese company improves ‘yield’ of latest semiconductor, despite US efforts to prevent manufacturing advances
  
  Financial Times - 1d

• Treasury yields slip as data raise questions about strength of U.S. economy

  U.S. Treasury yields slipped on Friday, with short-dated notes tallying their biggest one-day drop since January after a fresh batch of data raised questions about the strength of the U.S. economy.
  
  MarketWatch - 4d

• Beijing embraces DeepSeek to lead AI adoption as it looks for new growth drivers

  DeepSeek's rise came as a timely confidence boost as the Chinese leadership faces a prolonged economic gloom and a brewing trade war with U.S.
  
  CNBC - 5d
• 

  DeepSeek Rushes to Launch new AI Model as China Goes All in

  The new model from DeepSeek will be called R2, and could worry the U.S. government. Here’s why.
  
  Inc. - 18h
• 

  Trump's abrupt change of US policy on Ukraine raises questions about Taiwan support

  U.S. President Donald Trump’s abrupt reversal of three years of American policy toward Ukraine has raised concerns China might become emboldened to push its territorial claim on Taiwan, though ...
  
  ABC News - 2d

• How DeepSeek used distillation to train its artificial intelligence model, and what it means for companies such as OpenAI

  DeepSeek's sudden emergence has put the AI industry's focus on a technique called distillation.
  
  CNBC - 5d
• 

  Nvidia Earnings Could Crash the Stock Market if Wall Street Doesn’t Get Its Way

  The dominant AI company faces headwinds from Trump 2.0, DeepSeek and China.
  
  Inc. - 2h

More from CNBC

• Amazon unveils revamped Alexa with AI features for $19.99 per month, free for Prime members

  Amazon has been working for years to overhaul Alexa with generative AI features as it faced rising competition from OpenAI's ChatGPT and other chatbots.
  
  CNBC - 21m

• Eli Lilly plans at least $27 billion in new U.S. manufacturing investments

  It comes as companies work to build goodwill with Trump, who has emphasized reshoring manufacturing to the U.S. and reducing reliance on foreign supply chains.
  
  CNBC - 26m

• Super Micro Computer shares surge 19% after company files delayed financials by deadline

  Super Micro also filed results for the first two quarters of the fiscal 2025 year and said it has "regained compliance" with Nasdaq requirements.
  
  CNBC - 1h

• Block's Bitkey rolls out bitcoin inheritance fix for 'multibillion-dollar problem waiting to happen'

  After announcing its bitcoin inheritance product in November, Block's Bitkey is rolling out the offering on Wednesday.
  
  CNBC - 1h

• AppLovin shares tumble 13% as short sellers question its centerpiece AXON ad software

  Short seller Fuzzy Panda alleged that the AXON model was "the nexus of a House of Cards" built on fraudulent advertising tactics.
  
  CNBC - 4m

More in Business

• AppLovin shares tumble 13% as short sellers question its centerpiece AXON ad software

  Short seller Fuzzy Panda alleged that the AXON model was "the nexus of a House of Cards" built on fraudulent advertising tactics.
  
  CNBC - 4m

• Taser maker Axon brushes off DOGE budget-cut worries as stock rallies

  The company is playing up up its prospects for international growth and its cloud-services business
  
  MarketWatch - 7m

• Eli Lilly to spend $27 billion to expand U.S. manufacturing with four new sites

  Eli Lilly & Co.’s stock rose 1.6% Wednesday, after the drug company announced plans to expand its U.S. manufacturing sites by adding four more locations this year, along with 13,000 high-wage jobs.
  
  MarketWatch - 10m

• Ukraine and U.S. prepare 'framework agreement' on critical rare minerals access, Zelenskyy says

  Ukraine and the United States have prepared a draft deal over access to Kyiv's deposits of rare earth minerals, officials said Wednesday.
  
  CNBC - 11m

• T.J. Maxx parent sees broad sales grow, as demand from all income groups rose

  Full-year outlook was below current expectations, as it assumes a ‘small negative impact’ from China tariffs.
  
  MarketWatch - 14m