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AI, NVIDIA and AMD

Markets Insider on MSN · 14h

Google's big AI-spending plans are boosting chip stocks like Nvidia

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.

Barron's on MSN · 16h

Nvidia Stock Rises. Why AMD, Alphabet Earnings Are Boosting the AI Chip Maker.

Nvidia was gaining early on Wednesday after Google-parent Alphabet committed to spending on artificial-intelligence infrastructure and rival Advanced Micro Devices’ AI chip revenue disappointed. Nvidia shares were up 0.

Reuters on MSN · 13h

AMD's AI chip revenue miss hits shares amid pressure from Nvidia

By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled 8% on Wednesday after the company's AI chip revenue failed to meet analysts' high expectations, underscoring its struggle to grab market share from well-entrenched market leader Nvidia.

Nvidia, DeepSeek

The Motley Fool on MSN · 18h

Is Nvidia Stock Still a Buy After DeepSeek's Breathtaking Innovation?

Because Nvidia is still growing its revenue rapidly, using trailing earning metrics can give a false impression of where the company is headed. However, they're also useful in this case because its future had a wrench thrown into it thanks to DeepSeek's breakthrough.

USA Today · 9d

Why DeepSeek AI could be bullish for Nvidia, Broadcom, Microsoft and other AI stocks

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.

Business Insider · 7h

‘DeepSeek Is a Big Threat,’ Says Top Analyst About Nvidia Stock

Nvidia (NASDAQ:NVDA) shares had a nice rally today, surging nearly 5%. Yet, the stock hasn’t fully recovered from the recent bombshell dropped

19h

3 potential AI stock winners from the $500 billion Stargate project

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

13hon MSN

Why Nvidia Stock Rallied on Wednesday

Shares of Nvidia ( NVDA 4.16%) gained ground on Wednesday, climbing as much as 5%. As of 12:42 p.m. ET, the stock was still ...

11h

Nvidia stock pops as Big Tech spending boom cools DeepSeek fears

Nvidia stock rallied on Wednesday as its top customers, Big Tech giants like Alphabet, continue to invest more in the AI boom ...

Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.

That’s the big question on the minds of investors Monday, given the newfound attention on DeepSeek, a Chinese AI app that ...

1don MSN

Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks

Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

9d

DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

10hon MSN

Super Micro Computer (SMCI): Scaling AI with NVIDIA Blackwell-Powered SuperClusters

We recently published a list of 12 AI News and Ratings Investors are Keeping Their Eye On. In this article, we are going to ...

9don MSN

Tech stocks tank as a Chinese competitor threatens to upend the AI frenzy; Nvidia sinks nearly 17%

Wall Street’s superstars tumbled as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve ...

2don MSN

Nvidia vs. Alphabet: Which Artificial Intelligence (AI) Stock Should You Buy After the Emergence of China's DeepSeek?

The emergence of a small Chinese artificial intelligence (AI) company called DeepSeek initially put a giant hole in the U.S.

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