"DeepSeek means peak in AI capex return expectations," says Bank of America's top global strategist Michael Hartnett.

Key Takeaways AI stocks had a volatile week as Wall Street reckoned with the implications of a sophisticated, cost-efficient ...

Leading the swing were Apple and Nvidia, both Silicon Valley giants with significant dealings in China, as shares of Apple ...

DeepSeek Launch, Intel’s Price Cuts The unveiling of China’s new resource-light AI model, DeepSeek, roiled the U.S. big ...

The messaging was rolled out on platforms such as X and META.O Facebook and Instagram, as well as Chinese services Toutiao ...

The DeepSeek sell-off sent tech stocks tumbling across the board, but Bank of America sees opportunity in these non-AI ...

While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores.

Nvidia crossed below its 200-day moving average this week for the first time since 2023. Analysts say the correction could ...

Individual investors responded to the market selloff earlier this week triggered by concerns regarding a Chinese artificial ...

DeepSeek could spark a shift from hardware to software, similar to what happened to traditional computing beginning in the ...

The emergence of Chinese artificial-intelligence company DeepSeek raises a simple question that has clobbered energy stocks ...

Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...