As DeepSeek continues to capture AI whimsy and attention, what it means for investors and the markets is key. Snowflake's CEO Sridhar Ramaswamy shared a few tidbits on the Opening Bid podcast.
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Nvidia's RTX 5080 is a bit of a disappointment. Here are three alternatives to keep in mind when you go to upgrade.
Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. No one wants to go to ...
While Meta surges on AI success despite DeepSeek concerns, Microsoft stumbles on cloud growth. How are these tech giants betting billions on AI's future?
The high performance, low cost AI model has sent the tech world and markets into turmoil. But how should marketers react?
Trump administration officials are exploring additional curbs on the sale of Nvidia Corp. chips to China, according to people familiar with the matter.
The Chinese AI company roiled financial markets and showed the road to growth in electricity demand may be bumpy.
What is DeepSeek, the Chinese AI company whose R1 chatbot upended stock markets and fueled debates on economic and ...
OpenAI and Microsoft reportedly have evidence of DeepSeek using GPT data to train its own AI models. More details here.