One of the biggest market drivers of technology stocks over the past couple of years has been rapid advancements in the field of artificial intelligence (AI). These next-generation algorithms took a giant leap forward from their predecessors,
Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.
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 the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.
so the demand for Broadcom’s AI chip components could diminish fast as the DeepSeek breakthrough causes the landscape to change. Investors were very bullish on Microsoft, even last week.
US-listed shares of tech giants Nvidia, TSMC, and others are gaining some lost ground after China's DeepSeek rattled stock markets.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 13.6% in the morning session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup DeepSeek released a new large language model (DeepSeek-R1) that ranks competitively on key global benchmarks (coding competitions,
Broadcom stock is struggling for direction Tuesday after the chipmaker fell sharply Monday following the release of DeepSeek, a cheap AI chatbot.
Comdivision CEO explains Broadcom VMware’s partner strategy and execution in 2025 as VCF services are key while resellers and SMB customers might be let go.
If demand for these high-end chips falters, sales of ancillary products -- like those in Broadcom's arsenal -- could suffer as well. Microsoft helped kick-start the AI revolution with its hefty $ ...
"We expect CapEx growth in 2025 will be driven by increased investment to support both our generative AI efforts and our core business. The majority of our CapEx in 2025 will continue to be directed toward our core business," said Meta's CFO Susan Li on the company's fourth quarter earnings call on Wednesday.