Nvidia’s H20 chip sales to China may face stricter limits under Donald Trump, says report
Donald Trump’s administration is considering stricter limits on Nvidia’s H20 chip sales to China, due to DeepSeek AI and growing concerns over the Asian giant’s AI tech advancements. The H20 chips, ...
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...
Microsoft investors are ignoring this number that suggests better growth ahead
Microsoft Corp. investors focused on the company's disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: ...
Observer2h
Nvidia Praises DeepSeek’s Breakthrough Despite Losing $500B in Market Cap Because of It
Despite the negative financial impact, Nvidia praised DeepSeek’s breakthrough. “DeepSeek is an excellent A.I. advancement and ...
QUALCOMM (QCOM): Cramer Questions Why This Stock Isn’t Joining the Sell-Off
We recently published a list of Jim Cramer Breaks Silence On DeepSeek AI Sell-Off & Discusses These 12 Stocks.
DeepSeek’s AI Innovation: What It Means For Investors And Big Tech
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
The Information4h
Meta and Microsoft Show AI Bets Still in Play
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...
Vertiv Holdings Co (VRT) Stock Drops 25% Amid DeepSeek AI Concerns, JP Morgan Sees Long-Term Growth Potential
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
Microsoft Stock Slips as Intelligent Cloud Revenue Falls Short of Expectations
Microsoft reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations, dragging shares lower after the bell Wednesday.
Microsoft’s AI revenue grows, but its stock falls on lower guidance and concerns over spending
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
Takeaways from Lutnick confirmation hearing for commerce secretary
In a hearing before the Senate Commerce Committee, Howard Lutnick was asked about an array of policy matters including tariffs, China, inflation, and more.