Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...
The GPU giant laid out a very smart approach to agentic AI earlier this month at CES, but it could do more to clarify its ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great ...
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...
Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence ...
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...
Wall Street’s superstars tumbled as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve ...
It's not going to be easy to buy a new RTX 50 Series GPU at launch, but I'm watching the best retailers with listed stock ...