DeepSeek selloff was more about Nvidia stock than AI
U.S. tech stocks tumbled after Chinese startup DeepSeek unveiled a low-cost AI chatbot, sparking concerns about the sky-high ...
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Is Microsoft Stock a Buy Now?
This sent Microsoft shares into a tailspin. Microsoft stock came under more pressure following the release of results for its ...
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Microsoft Is Flat in the Past Year. Should You Still Buy MSFT Stock?
Microsoft (NASDAQ:MSFT) has delivered minimal gains over the past year and it has actually declined 1.61% year-to-date. This ...
What Big Tech execs have said about DeepSeek as US contemplates ban
As Big Tech earnings season enters full steam, DeepSeek AI is either a bright spot — touted by CEOs as proof of their company ...
Tiger Brokers Argues DeepSeek Will Embolden Nvidia GPU Demand
Tiger Brokers market strategist James Ooi argues that DeepSeek will benefit Nvidia (NVDA) sales, even after the Chinese ...
The "Dean of Valuation" Says Nvidia Stock Could Plunge by 31%. Here's My Contrarian Take on Why DeepSeek Could Fuel It to New Highs, Instead.
Finance professor Aswath Damodaran just slapped a $78 price target on Nvidia stock -- implying over 30% downside from current ...
If I Could Buy Only One Cloud Computing Stock, This Would Be It
Despite the robust performance, Microsoft's shares are down by nearly 9% since the earnings release (at the time of this writing). Investors are disappointed with weaker-than-expected revenue guidance ...
DeepSeek, DeepSeek, DeepSeek: CEOs keep getting asked about the Chinese AI startup on earnings calls
If there was a bingo card for earnings calls this quarter, DeepSeek would deserve its own square. Here's what CEOs said about the Chinese AI company.
DeepSeek, AI And Music: Will It Follow TikTok’s Path—Or Its Ban?
China’s DeepSeek is disrupting AI, Big Tech & the music industry—drawing comparisons to TikTok. As AI reshapes industry tools ...
Microsoft Corporation (MSFT): A Bull Case Theory
We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...
DeepSeek hasn’t just disrupted OpenAI. Chinese tech giants are being upended too
DeepSeek’s advances have roiled global stock markets and AI players. Now, its influence is spreading quickly at home, with ...
No Need To Fear DeepSeek: Microsoft's AI Growth Story Remains Intact
Microsoft and DeepSeek demonstrate strong AI monetization in Q2 FY25. Find out why MSFT stock stays a Buy with competitive ...