Here’s the $280 billion reason that AI-chip stocks will be just fine

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

  Amazon, which is set to report its quarter after Thursday's closing bell, remains an unknown. But three for three so far is not too bad.
  
  CNBC - 1d

• Dover delivers a rosy profit outlook. Here's our new price target on the industrial stock with AI ties

  The industrial stock touched a new all-time intraday high during Thursday's session.
  
  CNBC - Jan. 30
• 

  No Man's Sky Gives You A Billion New Reasons To Return With Latest Update

  It might be hard to wrap your head around this, but No Man's Sky is getting billions--yes, with an "S"--of new star systems and planets with the Worlds Part 2 update. That's not all, either. Hello ...
  
  GameSpot - Jan. 29

• Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.

  The Chinese AI service has Wall Street worried that it will be cheaper than expected to develop models. But as chip stocks sink, some analysts see a silver lining.
  
  MarketWatch - 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
• 

  Microsoft just built an AI that designs materials for the future: Here’s how it works

  Microsoft researchers unveil MatterGen, which accelerates scientific discovery 15X and doubles success rates for stable compounds.
  
  VentureBeat - Jan. 16
• 

  You can now fine-tune your own version of AI image maker Flux with just 5 images

  Whether for brand-consistent marketing visuals or detailed character art, the Flux Pro Finetuning API enhances precision and adaptability.
  
  VentureBeat - Jan. 16
• 

  Not just hype — here are real-world use cases for AI agents

  Here's how robotics manufacturing company Baca Systems and corporate food ordering platform ezCater are using Salesforce's AI agents.
  
  VentureBeat - Jan. 16
• 

  Google’s Gemini AI just shattered the rules of visual processing — here’s what that means for you

  Google's Gemini AI achieves a milestone with simultaneous video and image processing, unlocking possibilities through AnyChat.
  
  VentureBeat - Jan. 14

• Constellation’s stock soared on AI hopes. Now the energy company is using those gains to buy Calpine in $16 billion deal.

  Constellation Energy Corp., an electricity provider whose stock has doubled over the last year on hopes it will help meet the voracious energy demand created by artificial-intelligence ...
  
  MarketWatch - Jan. 10

More from MarketWatch

• Homeowners — particularly first-time buyers — are worryingly late on their mortgage payments

  An rising number of homeowners, particularly first-time home buyers and military buyers, are missing their monthly payments — and one group says it could be the “canary in the coal mine.”
  
  MarketWatch - 4h

• Amazon’s outlook underwhelms as tech giant forecasts ‘lumpy’ cloud growth in years ahead

  Amazon shares slid after the online-retail and cloud-services giant offered a first-quarter outlook that came up short of Wall Street’s expectations while forecasting bumpy trends in its cloud ...
  
  MarketWatch - 5h

• E.l.f. Beauty stock sinks after cosmetics maker trims outlook. Its CEO says shoppers are focused on bigger matters.

  Shares of E.l.f. Beauty Inc. tumbled after hours on Thursday after the cosmetics maker trimmed its full-year outlook, citing “softer-than-expected trends in January.”
  
  MarketWatch - 5h

• Pinterest’s stock is soaring, as platform gets more users and hits its first $1 billion sales quarter

  Pinterest grows its monthly user base by 11% and quarterly sales top $1 billon for the first time.
  
  MarketWatch - 5h

• Active-bond ETFs see record demand. Did Vanguard’s fee cuts include such funds?

  Investors have upped their interest in actively managed bond ETFs, pouring record capital into them in January as some paid up in hopes of stronger returns.
  
  MarketWatch - 5h

More in Business

• India central bank cuts rates for the first time in nearly five years, forecasts faster growth next year

  The central bank forecast real GDP growth for next fiscal year at 6.7%, and inflation rate at 4.2%.
  
  CNBC - 12m

• Russia's Baltic neighbors are breaking away from its power grid — and they're braced for retaliation

  The Baltic states of Lithuania, Latvia, and Estonia are bracing themselves for possible retaliation as they decouple from Russia's power grid this weekend.
  
  CNBC - 33m

• DeepSeek has rattled large AI players — but smaller chip firms see it as a force multiplier

  While DeepSeek has dented the standing of several AI leaders, smaller chip companies see an opportunity to scale with the Chinese startup.
  
  CNBC - 37m

• Singapore's 10-fold rise in family offices is driving a philanthropy boom

  Singapore has more than 2,000 single-family offices — up from 200 in 2019. Many are channeling their overseas charitable efforts through the city-state.
  
  CNBC - 43m
• 

  C. Richard Kramlich, Early Investor in Silicon Valley, Dies at 89

  He was among the first backers of Apple Computer and 3Com, earning windfalls, but it was his humaneness that distinguished him from other venture capitalists.
  
  The New York Times - 55m