DeepSeek threat exposes guesswork on AI power demand, says IEA

• Amid threats of DeepSeek disruption, IBM sees benefits from more efficient AI and deregulation

  IBM shares rallied after hours on Wednesday after the tech-infrastructure provider reported a quarterly per-share profit that beat expectations.
  
  MarketWatch - 6h

• Forget DeepSeek. Zuckerberg says Meta will spend hundreds of billions on AI.

  Meta’s CEO says its consumer AI offering “is going to be one of the most transformative products that we’ve made.”
  
  MarketWatch - 7h

• 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 - 20h

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

  Dutch semiconductor equipment maker ASML on Wednesday reported better-than-expected net sales and profit results for the fourth quarter.
  
  CNBC - 22h
• 

  DeepSeek shows AI's centre of power could shift away from US

  The app's strong debut has shaken beliefs that the US would remain the unchallenged global AI superpower, writes the BBC's Marc Cieslak.
  
  BBC News - 1d
• 

  Trump says China’s DeepSeek AI chatbot is a ‘wake-up call’

  Emergence of cheaper Chinese rival has wiped $1tn off the value of leading US tech companies. What is DeepSeek and why did US tech stocks fall? Business live – latest updates Donald Trump ...
  
  The Guardian - 2d

• Oil prices end lower on Trump’s tariff talk, concerns over AI-related power demand

  Oil futures settled lower on Monday, as the Trump administration’s ongoing tariff threats and their potential economic impact, along with concerns over the potential for a slowdown in AI-related ...
  
  MarketWatch - 2d

• Is SLB an AI play? Oil company’s CEO makes the case as power demand swells.

  The stock of SLB, the oil-services company formerly known as Schlumberger Ltd., rose 3% early Friday after the company posted better-than-expected earnings for the fourth quarter, driven by ...
  
  MarketWatch - Jan. 18

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  SoftBank in talks to invest up to $25bn in OpenAI

  Deal would make Japanese group biggest financial backer in ChatGPT maker
  
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  EU debates return to Russian gas as part of Ukraine peace deal

  Advocates say reopening pipelines could help settlement with Moscow and cut energy costs
  
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  Trump lashes out at Fed after central bank keeps rates steady

  US president had called on the central bank to sharply reduce borrowing costs
  
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More in Business

• Shares of fashion giant H&M drop 5% as fourth-quarter sales miss estimates but full-year profit beats

  H&M on Thursday reported a slightly better-than-expected uptick in operating profit, although sales missed forecasts in the fourth quarter.
  
  CNBC - 3m

• Oil giant Shell raises dividend despite larger-than-expected drop in full-year profit

  British oil giant Shell on Thursday reported a significant drop in annual profit following a year of lower crude prices.
  
  CNBC - 10m

• American Airlines regional jet carrying 64 collides midair with military helicopter near D.C. airport

  An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.
  
  CNBC - 29m

• Deutsche Bank posts steeper-than-expected Q4 profit fall and scraps cost target

  Legal provisions weighed on the bottom line at Germany's largest lender Deutsche Bank, with net profit falling in the fourth quarter.
  
  CNBC - 1h

• France's shrinking economy betrays urgent need to overcome budget wrangles

  France's beleaguered economy was given a boost by the Olympics Games in Paris last summer but political upheaval has ensued since then.
  
  CNBC - 1h