Latest in Alphabet's big AI spending plan is more good news for 2 chip stocks shaken by DeepSeek
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Alphabet shares fall more than 7% on revenue miss, AI investment boost
Alphabet shares dropped more than 7% after the search giant fell short of Wall Street's fourth-quarter revenue expectations and announced big spending plansCNBC - 4h -
Big Tech stocks struggle after quarterly earnings as Alphabet sees steep drop
Alphabet has seen ‘one of the more negative reactions to earnings reports this earnings season,’ says Bespoke Investment GroupMarketWatch - 3h -
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 - 4h -
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 - 6h -
New York Times’ stock falls as analysts question its promotional spending
Media company’s fourth-quarter subscribers reach 11.43 million, while it hikes its dividend by 38% and sets stock buyback.MarketWatch - 9h -
Alphabet shares sink after cloud growth stalls and spending surges
Google vows to spend $75bn this year on data centres to meet rising demand from AIFinancial Times - 11h -
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 - 1d -
DeepSeek's hardware spend could be as high as $500 million, new report estimates
A new report from SemiAnalysis said that DeepSeek's hardware spend is "well higher than $500M," significantly above prior estimates.CNBC - 5d -
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 -
An N.B.A. Team Was Shaken to Its Core. Now, a New Leader Is Emerging.
Jimmy Butler’s trade-related cacophony has set the stage for Tyler Herro’s emergence.The New York Times - 6d -
Zuckerberg says Meta won't slow down AI spend despite DeepSeek's breakthrough
Meta CEO Mark Zuckerberg said China-based DeepSeek has created a powerful artificial intelligence model, but it won't likely curb Meta's AI spending.CNBC - Jan. 30 -
Meta sticks with big bet on AI even after DeepSeek shook markets
Chief Mark Zuckerberg says group will plough ‘hundreds of billions’ into artificial intelligenceFinancial Times - Jan. 30 -
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 - Jan. 30 -
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 - Jan. 29 -
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 -
Chip Roy says he's not at GOP retreat, 'spending $2K to hear more excuses for increasing deficits'
Rep. Chip Roy (R-Texas) confirmed he was not in attendance at the Florida retreat for House Republicans while taking a shot at those who were present. “It is being reported I am not at the ...The Hill - Jan. 28 -
One reason Nvidia looks like a bargain stock following the DeepSeek news
Other technology stocks trading at relatively low valuations to historical levels include Micron, Super Micro and Workday.MarketWatch - Jan. 28 -
Software giant SAP upgrades outlook as CFO says DeepSeek is 'good news'
German tech giant SAP on Tuesday upgraded its financial outlook for the full year as artificial cloud computing and artificial intelligence operations fueled growth.CNBC - Jan. 28 -
Why Chinese AI company DeepSeek's new tech is rattling investors
Tech stocks on Wall Street took a tumble on Monday after Chinese artificial intelligence startup DeepSeek released a free AI chatbot and their app climbed to the top of app stores. CBS News ...CBS News - 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 -
The battle over DeepSeek as AI enters new phase: hacks, restrictions and censorship
DeepSeek has challenged Wall Street’s notion of AI spending. The Chinese AI startup also faces challenges of its own.MarketWatch - 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 -
Chinese AI startup DeepSeek sends U.S. stocks tumbling
Chinese artificial intelligence company DeepSeek is sending shockwaves through Wall Street. CBS News MoneyWatch correspondent Kelly O'Grady has the details on that and the latest on TikTok.CBS News - Jan. 27 -
Tech stocks drop amid rise of China's DeepSeek AI model
Shares in major technology companies leading the artificial intelligence (AI) race took a tumble Monday morning amid investor concern about a new Chinese AI model with growing popularity. Nvidia, ...The Hill - Jan. 27 -
DeepSeek story is bad news for Nvidia and the microchip makers. It may be worse for these stocks.
Nuclear plays have surged over the last month and last year on AI hopes that may not come to fruition/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 -
Big tech is spending billions on AI. How much time will Wall Street allow for the payoff?
Earnings Watch: Meta, Apple, Microsoft and Tesla report quarterly results, as analysts start to focus more on AI results. Earnings are also due from Starbucks and Boeing.MarketWatch - Jan. 26 -
Beyond Big Tech: 20 stocks to ride the AI trend
Vanguard’s chief economist suggested investors increase stock-market exposure to ride expected improvements from artificial intelligence but cautioned that technology stocks are “very highly valued.”MarketWatch - Jan. 25 -
Zuckerberg wants to spend billions more on AI. Meta investors like that idea.
Mark Zuckerberg says Meta is targeting $60 billion to $65 billion in capital expenditures this year. One analyst thinks up to $33 billion of that could go toward GPUs.MarketWatch - Jan. 24 -
How China’s new AI model DeepSeek is threatening U.S. dominance
An AI lab out of China has ignited panic in Silicon Valley after releasing impressive AI models more cheaply and with less-powerful chips than U.S. AI giants.CNBC - Jan. 24 -
Why Trump may need big companies to spend less on stock buybacks
Tech companies have gone big on stock buybacks, but the industry may need to spend more on capital expenditures to realize the president’s economic goals.MarketWatch - Jan. 22 -
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 USFinancial Times - Jan. 22 -
Taiwan takes a further step in production of AI chips with advanced new plant
Taiwan has taken another step in enhancing its key role in the production of advanced semiconductor chips used for artificial intelligence with the inauguration of a new plant by Siliconware ...ABC News - Jan. 16 -
Biden administration proposes new restrictions on AI chip exports
The proposal is raising concerns with the chip industry, with artificial intelligence leader Nvidia calling it "misguided."CBS News - Jan. 13 -
New US Rule Aims to Block China’s Access to AI Chips and Models by Restricting the World
The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.Wired - Jan. 13 -
Alongside big ticket legislation, Republicans plan more investigations
The incoming Trump administration and Republican-controlled Congress are proposing major tax reform, increased domestic energy production, stronger border security, and cuts to government spending, ...The Hill - Jan. 10 -
New York Yankees Done With Big Spending in Busy Offseason
The New York Yankees are done signing high-priced free agents, a source with knowledge of their situation said. That leaves coveted players such as Pete Alonso and Alex Bregman among the 164 free ...Yahoo Sports - Jan. 9 -
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 -
AI Startup Anthropic Plans to Raise $2 Billion at a $60 Billion Valuation
The new funding round, led by Lightspeed Venture Partners, sees the company at more than triple its 2024 valuation of $18 million.Inc. - Jan. 8
