China's DeepSeek prompts global sell-off in AI-linked stocks
By Sinéad Carew, Amanda Cooper and Ankur Banerjee LONDON/SINGAPORE (Reuters) - Investors made a quick exit from a host of ...
Time to 'panic' or 'overblown'? Wall Street weighs how DeepSeek could shake up the AI trade
AI stocks fell across the board Monday as the investment community absorbed news of a potentially more cost-effective Chinese ...
Big Tech AI Stocks To Showcase AI Gains, Capex In Q4 Reports
Earlier this week, the US government unveiled plans to spend up to $500 billion on AI infrastructure under a project ...
Japan And China Trigger Meltdown In U.S. Stocks
Sharp market declines stem from global economic concerns. Learn why upcoming earnings reports and U.S. AI spending could ...
Jim Cramer’s Bold Predictions About These 12 AI Stocks
To compile our list of Jim Cramer’s bold predictions about AI stocks, we scanned the stocks he mentioned in Mad Money and ...
Meta wants to build data center half the size of Manhattan
Meta is emulating Microsoft, Amazon and Google. Together, they are investing around USD 300 billion in AI data centers.
DeepSeek ‘punctures’ AI leaders’ spending plans, and what analysts are saying
Chinese AI firm DeepSeek has emerged as a potential challenger to U.S. AI companies, demonstrating breakthrough models that ...
Here’s what the sellside is saying about DeepSeek
For anyone wanting to train an LLM on analyst responses to DeepSeek, the Temu of ChatGPTs, this post is a one-stop shop. We’ve grabbed all relevant sellside emails in our inbox and copy-pasted them ...
Stargate project should only benefit OpenAI
Donald Trump has announced the 500 billion US dollar AI data center. However, only OpenAI is set to benefit from this.
Cyprus Mail13h
Microsoft relaxes data center grip on OpenAI amid $500 bln joint venture
Microsoft (MSFT.O) has announced that it changed some key terms of a deal with OpenAI after the ChatGPT creator announced a ...