Nvidia, Broadcom, and Arista Networks produce key components for Meta's data centers. All three stocks bear different risks ...

Meta's CTO said the DeepSeek news cycle had been "a funny one to watch unfold," adding that he predicted such an AI ...

Chinese AI startup DeepSeek continues to be the talk of Wall Street and Silicon Valley, with JPMorgan analysts saying U.S.

Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...

Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...

Alphabet is shrugging off concerns sparked by DeepSeek over AI spending, boosting its capital expenditures to a whopping $75 ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

DeepSeek’s sudden emergence onto the U.S. tech scene this week roiled markets and provided plenty of fodder for earnings ...

Amazon said it expects to spend over $100 billion in capital expenditures this year, making it the latest tech giant to say it's ramping up investments in artificial intelligence infrastructure.

Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly changing and DeepSeek’s announcement is simply a part of that ebb and ...

Meta CEO Mark Zuckerberg reportedly weighed in earlier this week on leaks coming from internal company all-hands meetings, according to leaked audio.

Scale AI CEO Alexandr Wang is heading to Washington DC this week to discuss the threat posed by China’s rapid advancements in ...