Chinese investors are rushing into AI-related stocks, betting the artificial intelligence advance of home-grown startup ...
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
A heightened sense of risk and opportunity is building in Japanese markets on Friday as Prime Minister Shigeru Ishiba ...
Palantir Technologies (NASDAQ: PLTR) was the best-performing member of the S&P 500 (SNPINDEX: ^GSPC) in 2024, and the company carried that momentum into 2025. Earlier this week, Palantir announced ...
Palantir (NASDAQ: PLTR) came into its fourth-quarter earnings report with its shares priced to perfection, but the AI stock ...
The US supremacy in artificial intelligence is at risk more than ever. That’s the harsh reality in the aftermath of Chinese ...
The efficiency gains of DeepSeek’s AI models startled the power industry, which is set to invest billions in electricity ...
Broadcom (AVGO) stock surged 4.3% on Wednesday and gained another 1.5% in today’s pre-market trading session. This surge was ...
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...
4.上周,围绕DeepSeek的担忧导致英伟达市值蒸发近5,000亿美元。昨晚(2月4日),谷歌母公司Alphabet Inc.盈利令人失望引发对其资本支出的怀疑,导致其股价创一年多来最大跌幅。
Alphabet reports fourth-quarter earnings after Tuesday's closing bell. Investors will be focused on cloud momentum and AI ...
智通财经了解到,DeepSeek的R1模型发布引发了投资者的担忧,市场担心训练成本曲线加速下降,进而影响数据中心AI硬件需求。摩根大通基于此,发布了针对内存行业的报告。内存行业18个月的增长周期在很大程度上依赖于高端训练GPU对计算需求 (HBM)的不断攀升,过去两周,该行业平均股价下跌了11% (费城半导体指数同期下跌9%)。
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