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Black Swan Author Nassim Taleb Says Nvidia Stock's 17% Drop On Monday Is 'Just The Beginning' Of Market Rout
Wednesday, January 29, 2025 - 6:22am | 873Read More...“Black Swan” author Nassim Taleb is warning investors about the fragility of wealth concentration in technology stocks, particularly highlighting Nvidia Corp. (NASDAQ:NVDA) following its recent 17% decline amid the emergence of DeepSeek‘s artificial intelligence model. What...
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Dan Ives Says Chinese Startup DeepSeek's $6 Million AI Development Assertion Is 'Likely A Fictional Story'
Wednesday, January 29, 2025 - 6:12am | 827Read More...Wedbush analyst Dan Ives has expressed skepticism over Chinese startup DeepSeek’s assertion of developing its low-cost AI model, R1, for under $6 million. What Happened: DeepSeek has stated that it developed its R1 model in just two months with an investment of $5.6 million. This statement...
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OpenAI Alleges DeepSeek Used Proprietary Models Without Permission As Microsoft Investigates AI Security Risks: 'There's Substantial Evidence'
Wednesday, January 29, 2025 - 5:17am | 671Read More...OpenAI announced it has uncovered evidence that Chinese artificial intelligence startup DeepSeek allegedly used its proprietary models for unauthorized training purposes, the ChatGPT maker told the Financial Times, intensifying concerns over intellectual property protection in the AI sector. What...
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Palmer Luckey Blasts Hysteria Over DeepSeek, Oculus-Founder Says Chinese Hedge Fund's 'Psyops' Targeted US AI Giants Like Nvidia
Wednesday, January 29, 2025 - 1:48am | 697Read More...Palmer Luckey, founder of Oculus and Anduril Industries, has voiced strong criticism against the reaction to DeepSeek, labeling it as an overreaction. What Happened: On Tuesday, Luckey took to X, formerly Twitter, and described the hysteria surrounding DeepSeek, a China-based AI startup, as an...
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Dan Ives Expects Meta And Microsoft To Stand Firm On $60 - $80 Billion AI Spending Plans Amid DeepSeek's Disruptive AI Model
Wednesday, January 29, 2025 - 12:04am | 641Read More...Wedbush Securities analyst Dan Ives expects Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp. (NASDAQ:MSFT) to stand firm on their ambitious artificial intelligence spending plans during their upcoming earnings calls, despite recent market jitters over Chinese AI startup DeepSeek‘s...
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Jeff Bezos-Backed Perplexity Rolls Out Self-Hosted DeepSeek R1 Model Amid Chinese AI Controversy: CEO Aravind Srinivas Says, 'There's A Lot Of Misconception...'
Tuesday, January 28, 2025 - 11:12pm | 854Read More...On Monday, Jeff Bezos-backed Perplexity AI unveiled a self-hosted version of the DeepSeek R1 model. What Happened: Perplexity CEO Aravind Srinivas shared the development on X, formerly Twitter, saying the model is now available for research purposes. The world's most powerful reasoning model...
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Trump White House Puts DeepSeek Under National Security Scanner: 'Wake-Up Call To The American AI Industry'
Tuesday, January 28, 2025 - 10:07pm | 785Read More...On Tuesday, the White House said the National Security Council is reviewing the implications of DeepSeek, a Chinese AI firm. What Happened: The White House press secretary Karoline Leavitt confirmed the development stating, “This is a wake-up call to the American AI industry,”...
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EXCLUSIVE: Will DeepSeek Hurt Magnificent 7 Valuations? 57% Say This
Tuesday, January 28, 2025 - 5:47pm | 784Read More...A new Benzinga reader poll shows whether Monday's selloff of technology stocks could be short lived or a major item to watch with valuations of artificial intelligence companies questioned with the surge of interest in DeepSeek, a Chinese AI company. What Happened: Monday's selloff hurt many...
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Microsoft Q2 Earnings Preview: Street 'Too Optimistic' On Near-Term AI Returns?
Tuesday, January 28, 2025 - 5:24pm | 540Read More...Microsoft Corp. (NASDAQ:MSFT) is set to report its second-quarter financial results on Wednesday after the closing bell. Wall Street and investors will be watching closely as recent developments with DeepSeek and Stargate have brought Microsoft's AI strategy into the spotlight. Azure: Investors...
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Nvidia Positioned For $400 Billion AI Boom With Advanced GPUs, New Product Launches Driving Revenue Growth, Say Analysts
Tuesday, January 28, 2025 - 3:28pm | 715Read More...Wall Street analysts rerated NVIDIA Corp (NASDAQ:NVDA) after U.S. tech stocks plunged Monday as Chinese open-source artificial intelligence platform DeepSeek made the market jittery over the AI technology investment prospects in the U.S. tech firms. Tigress Financial analyst Ivan Feinseth upgraded...
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ASML Q4 Earnings Preview: DeepSeek, Export Controls, EUV Bookings In The Spotlight
Tuesday, January 28, 2025 - 1:31pm | 524Read More...ASML Holding N.V. (NASDAQ:ASML) is set to report its fourth-quarter financial results on Wednesday before the opening bell. Investors will be interested in its EUV machine bookings, commentary on the recent DeepSeek developments and export controls. DeepSeek: The surprise release of DeepSeek by a...
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Should Astera Labs Investors Worry About DeepSeek?
Tuesday, January 28, 2025 - 1:16pm | 409Read More...Astera Labs Inc (NASDAQ:ALAB) shares recovered in early trading on Tuesday, after having tanked in the previous session amid a broader downturn in AI stocks. The tech majors are unlikely to shelve their capital expenditure plans following the launch of China’s open-source AI model DeepSeek,...
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Jensen Huang Loses $20B In Wealth: How DeepSeek Hit Nvidia Stock And World's Richest People
Tuesday, January 28, 2025 - 11:48am | 814Read More...Semiconductor company NVIDIA Corporation (NASDAQ:NVDA) suffered the biggest single day value wipeout for a U.S. company Monday. The company dropped around $600 billion. Here's a look at how the stock's move impacted CEO Jensen Huang's wealth. What Happened: Nvidia CEO Jensen Huang revealed in...
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OpenAI Launches 'ChatGPT Gov' For US Agencies As DeepSeek Threat Heats Up AI Race
Tuesday, January 28, 2025 - 11:06am | 624Read More...Microsoft-backed AI firm OpenAI announced Tuesday a specialized version of ChatGPT designed exclusively for federal, state, and local U.S. government agencies, in an aim to counteract the rising competitive threat arising from lower-cost AI models. The rollout, reported by CNBC, marks OpenAI's most...
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Oklo Stock Is Moving Higher Tuesday: What's Going On?
Tuesday, January 28, 2025 - 10:37am | 578Read More...Oklo Inc (NYSE:OKLO) shares are trading higher Tuesday morning as the stock bounces back from a wide-ranging market sell-off that hit AI-related names the hardest. What Happened: Broader markets faced heavy selling pressure on Monday amid increasing AI competition concerns from Chinese AI...
















