By Sinéad Carew, Amanda Cooper, Ankur Banerjee NEW YORK/LONDON/SINGAPORE (Reuters) -Investors sold off a host of technology stocks from Tokyo to New York on Monday as they worried that the emergence ...

Chinese AI firm DeepSeek has emerged as a potential challenger to U.S. AI companies, demonstrating breakthrough models that ...

Shares of Nvidia, Broadcom, and ASML slump as China’s DeepSeek threatens the companies’ dominance in artificial intelligence, ...

Dylan Patel, the well-respected analyst at SemiAnalysis, claims the company has a 50,000 GPU H100 cluster, a number also ...

Nvidia was down nine percent in pre-market trading, with Meta and Microsoft, which has also made a big bet on AI in recent years, both seeing their shares fall by four percent. Dutch semiconductor ...

Oracle, driven by AI and cloud, projects a 15% stock price CAGR potential over five years, and a fair valuation amid a ...

Earlier this week, the US government unveiled plans to spend up to $500 billion on AI infrastructure under a project ...

To compile our list of Jim Cramer’s bold predictions about AI stocks, we scanned the stocks he mentioned in Mad Money and ...

The fast-growing popularity of the Chinese artificial intelligence software hit shares in tech giants like Nvidia, as Silicon ...

Kevin Weil talks about why OpenAI, SoftBank and Oracle are planning a massive investment in A.I. infrastructure in the U.S.

For anyone wanting to train an LLM on analyst responses to DeepSeek, the Temu of ChatGPTs, this post is a one-stop shop. We’ve grabbed all relevant sellside emails in our inbox and copy-pasted them ...