"DeepSeek means peak in AI capex return expectations," says Bank of America's top global strategist Michael Hartnett.
The rest of the stock market could finally catch up to the Magnificent Seven this year—and it has nothing to do with DeepSeek ...
The last place the tech giants expected any competition to emerge from was China, because US capitalism was the great innovator and China a mere imitator.
News from China upset U.S. markets Monday and disrupted the frenzy that had built up around artificial intelligence.
Tech stocks fell sharply after the market realized the implications of DeepSeek's AI models. But they returned to where they ...
DeepSeek Launch, Intel’s Price Cuts The unveiling of China’s new resource-light AI model, DeepSeek, roiled the U.S. big ...
Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.