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

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

DeepSeek unleashes ‘Janus Pro 7B’ vision model amidst AI stock bloodbath, igniting fresh fears of Chinese tech dominance

DeepSeek's Janus Pro 7B vision AI model launch sends shockwaves through markets, triggering US tech stock sell-off and intensifying competition with Silicon Valley giants like OpenAI and Nvidia.

VentureBeat - Jan. 27

Power stocks plunge as energy needs called into question because of new China AI lab

The debut of China's DeepSeek AI lab is raising doubts about the billions of dollars the tech sector is investing in data centers.

CNBC - Jan. 27

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

DeepSeek rattles Wall Street. What the Chinese startup means for Nvidia, Meta and the rest of our AI stocks

We explore DeepSeek's wide-ranging implications for our investment portfolio.

CNBC - 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

Our health-care stocks keep on climbing as DeepSeek fears pressure most of our AI names

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC - 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

DeepSeek defies America’s AI supremacy

A Chinese advance tests the assumptions behind lofty US tech valuations

Financial Times - 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 fall as China's DeepSeek sparks U.S. worries about the AI race

Tech stocks plunged Monday morning, as fears mounted that Chinese artificial intelligence firm DeepSeek leapfrogged U.S. dominance in AI development.

NBC News - Jan. 27

DeepSeek Is Fueling a Stock Market Reckoning

Wall Street is panicking as China seems to have created a real competitor to OpenAI’s ChatGPT for cheap.

Inc. - 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

Technology and the AI trade drive stocks higher as the S&P 500 hits a new high

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC - Jan. 22

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 US

Financial Times - Jan. 22

Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative

President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.

MarketWatch - Jan. 21

Nintendo stock sees its worst drop in three months. Switch 2 plans were vague.

Nintendo stock fell sharply on Friday, after having rallied to a record high, as the company was coy about its plans for the Nintendo Switch 2 gaming device.

MarketWatch - Jan. 17

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

A New Jam-Packed Biden Executive Order Tackles Cybersecurity, AI, and More

US president Joe Biden just issued a 40-page executive order that aims to bolster federal cybersecurity protections, directs government use of AI—and takes a swipe at Microsoft’s dominance.

Wired - Jan. 16

US imposes export controls on chips for AI to counter China

American semiconductor industry warns move will aid competitors while EU has also protested against the new rules

Financial Times - Jan. 13

Biden Administration Makes Last-Ditch Effort to Curb AI Chip Exports

The new rules meant to govern exports of sophisticated AI processors are meant to address national security concerns, but have already provoked an industry pushback.

Inc. - Jan. 13

U.S. tightens its grip on AI chip flows across the globe

The U.S. government said on Monday it would further restrict artificial intelligence chip and technology exports, divvying up the world to keep advanced computing power in the U.S. and among its ...

NBC News - Jan. 13

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

Why are the A's spending big this winter as they relocate to Sacramento?

Brent Rooker's $60 million extension marks the latest expenditure for the typically thrifty A's.

Yahoo Sports - Jan. 9

UBS’s stock hit its highest level in 16 years. The good news is the bank is about to get fined hundreds of millions of dollars.

UBS stock reached a new 16-year high after the Wall Street Journal said the bank is about to get fined hundreds of millions of dollars.

MarketWatch - Jan. 9

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

Topics