DeepSeek

DeepSeek founder Liang Wenfeng said China has prioritized short-term profits over innovation for decades—but now, the country must shift gears and build a strong AI ecosystem similar to what helped Nvidia Corporation (NASDAQ:NVDA) dominate the global semiconductor market. What Happened: In an...

JPMorgan analysts Claudia Hueston and Pedro Martins just dropped a major AI ripple effect report, and the verdict is clear: DeepSeek's latest LLM is shaking up the tech hierarchy. With the promise of slashing training and inference costs, some companies stand to gain big, while others might be in...

Piper Sandler’s research dated Feb. 4 has revealed a less optimistic outlook for Meta Platforms Inc.’s (NASDAQ:META) position in the artificial intelligence race. This comes as its CEO Mark Zuckerberg during Meta’s fourth-quarter earnings call stated that they are “still...

Sam Altman, CEO of OpenAI, is reportedly set to visit the United Arab Emirates this week to engage in fundraising discussions with Abu Dhabi-based investment firm MGX. What Happened: Altman's visit has been confirmed by two sources, as per a report by Reuters. This visit comes at a pivotal time for...

Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su has addressed DeepSeek's AI advancements and their potential impact on the semiconductor market. What Happened: During AMD's fourth-quarter earnings call on Tuesday, Su expressed optimism about the innovations in AI. “The fact that there...

On Tuesday, Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) CEO Sundar Pichai recognized the progress made by China’s DeepSeek but said that Google’s Gemini remains ahead in efficiency, cost, and performance What Happened: During Alphabet's fourth-quarter earnings call, analyst Eric Sheridan...

Chinese AI startup DeepSeek is under intense scrutiny. U.S. officials are investigating whether it acquired advanced Nvidia chips through backdoor channels, potentially dodging U.S. sanctions.  Although DeepSeek asserts that its ground-breaking AI model, R1, was created on older, lawfully...

Shares of Applied Materials Inc. (NASDAQ:AMAT) have risen by 9.11% this year despite last week’s declines in semiconductor-linked companies fueled by the emergence of DeepSeek’s V3 chatbot. Here’s what the company’s technical and fundamental metrics reveal. What Happened:...

Palantir Technologies Inc.'s (NYSE:PLTR) chief technology officer Shyam Sankar warned that the U.S. is in an "AI arms race" with China, calling for urgent action to maintain dominance as the race for artificial intelligence escalates. What Happened: During Palantir's fourth-quarter earnings call,...

On Monday, Palantir Technologies Inc. (NASDAQ:PLTR) advised its clients to avoid using AI models from Chinese startup DeepSeek. What Happened: Palantir’s chief revenue officer, Ryan Taylor, stated, “We would strongly discourage it [DeepSeek] and don’t think any customer in the U.S...

U.S. stock markets experienced a downturn today, with the Dow Jones index dropping approximately 120 points to 44,421.91. The NASDAQ fell 1.2% to 19,391.96, while the S&P 500 dropped by 0.8% to 5,994.57. These are the top stocks that gained the attention of retail traders and investors...

Energy and utility stocks have been in focus after last week's launch of China’s open-source AI model DeepSeek, which promises lower energy consumption than existing AI technologies.  Talen Energy Corp (NASDAQ:TLN) has several opportunities from datacenter growth and the contract from Amazon....

Copper investors looking for a lifeline may have to wait. JPMorgan analysts warn that a perfect storm of trade tariffs, geopolitical risks and AI disruption fears is weighing on copper-exposed stocks. The firm is staying Underweight on Antofagasta PLC (OTCPK:ANFGF) and Boliden AB (OTCPK:BDNNY),...

Ray Dalio, founder of Bridgewater Associates, in a conversation with David Friedberg on the All-In Podcast, highlighted the importance of pricing in investment strategies led by “productivity growth drivers,” particularly in the context of artificial intelligence, and global economic...

OpenAI is contemplating a shift in its open-source strategy as it faces mounting competition from Chinese companies like DeepSeek. What Happened: On Friday, during a Reddit AMA, OpenAI CEO Sam Altman acknowledged that DeepSeek has narrowed OpenAI’s lead in AI. "I personally think we have been...