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

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

Meta Spending to Soar on AI, Massive Data Center

The social-media giant plans to spend between $60 billion and $65 billion, the latest sign of tech companies’ accelerating investments into artificial intelligence.

The Wall Street Journal - Jan. 24

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

Meta nearly doubling spending with eye toward AI

Meta CEO Mark Zuckerberg announced Friday the social media company will nearly double its spending this year as it focuses on artificial intelligence (AI) development. Meta is planning to invest ...

The Hill - 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 everyone in AI is freaking out about DeepSeek

DeepSeek has a free website and mobile app even for U.S. users with an R1-powered chatbot interface similar to OpenAI's ChatGPT.

VentureBeat - 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

Investors Haven’t Felt This Good About the Stock Market Since 2021

Trump 2.0 begins with cash allocations at historic lows for global fund managers.

Inc. - 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

Huawei seeks to grab market share in AI chips from Nvidia in China

Tech giant pushes its artificial intelligence chips as hardware of choice for ‘inference’ tasks

Financial Times - 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

Luxury goods groups drive European stocks to highest level in a month

LVMH and Hermès push up Cac 40 after Richemont’s better than expected sales

Financial Times - 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

Flyers Have 2 Big Trade Needs To Address

The Flyers should be looking to upgrade these two positions.

Yahoo Sports - Jan. 11

Americans stocking up on foreign goods before Trump tariffs: ‘a sense of urgency’

As inauguration day approaches, consumers scooping up iPads, building supplies, shelf-stable foods and electric cars. Tablets and appliances made in China, hybrid cars built in Canada, European ...

The Guardian - Jan. 11

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

Constellation Brands’ stock slides as CEO cites ‘uncertainty’ about consumer spending

The parent of the Modelo and Corona beer brands lowered its 2025 outlook, despite third-quarter profit growth.

MarketWatch - 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

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