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AI, DeepSeek and Wall Street
Why DeepSeek's AI Model Has Wall Street Bullish on Software Stocks
Key Takeaways The stocks of software companies such as Salesforce have soared this week on hopes that Chinese start-up DeepSeek's cost-efficient AI model could make AI applications significantly less expensive to develop and run.
The Day DeepSeek Turned Tech and Wall Street Upside Down
Monday’s bloodbath in Nvidia and other AI stocks wiped out some $1 trillion from the stock market’s value.
Nightmare on Wall Street as tech stocks lose $1T over Chinese AI startup DeepSeek
DeepSeek was reportedly developed in just two months at a cost of under $6 million — a stark contrast to the billions typically spent by US giants.
Microsoft still can't meet all its AI cloud demand
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.
Microsoft still can't meet all its AI cloud demand, leading to investor disappointment
Cloud is the big engine for Microsoft bulls, and it disappointed in the latest quarter. That's likely the biggest driver of the pressure on Microsoft's stock, which fell more than 4% in Wednesday's extended session.
Microsoft’s cloud sales disappoint as it struggles to meet AI demand
Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,
8h
on MSN
Wall Street is cautious on iPhone sales ahead of Apple earnings but analysts hope AI will shine
Wall Street is mainly focused on Apple's iPhone sales in China and any guidance related to its March quarter, which could ...
The Wall Street Journal on MSN
1d
DeepSeek Is Upending Wall Street’s Big AI Power Trade
The selloff​ extended to shares of natural-gas producers, pipeline operators, mining companies​, and electricity generators.
7h
Meta earnings live updates: Wall Street watching for AI monetization, reaction to DeepSeek mania
Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI ...
16h
on MSN
'Key beneficiary of TikTok's mishaps:' Meta is one of Wall Street's top AI picks headed into earnings
Wall Street analysts see AI boosting Meta's performance this year. The tech titan could also be a big winner amid the drama ...
2d
on MSN
3 Mega-Cap Artificial Intelligence (AI) Stocks Wall Street Thinks Will Soar the Most Over the Next 12 Months
And two kinds of stocks have plenty of momentum these days: mega-cap monsters with market caps of $200 billion or more and ...
1d
on MSN
Nvidia faces a reckoning as Chinese upstart raises questions about Wall Street’s darling
The superstar run for Nvidia’s stock the last few years has been astonishing. So was its tumble Monday, which caused $595 ...
2d
DeepSeek is making Wall Street nervous about the AI spending boom: Here’s what we know
If the most sought-after AI chips aren't as vital as previously thought, an entire ecosystem built around massive AI investment could be in jeopardy.
2d
on MSN
Arbe Robotics Ltd. (ARBE): Advancing Autonomous Driving with AI-Driven Radar Solutions
We recently published a list of 10 AI Stocks Making Waves on Wall Street. In this article, we are going to take a look at ...
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