Hosted on MSN1h
Singapore says Nvidia's astounding local sales don't mean it's the source of DeepSeek's GPUs
PLUS: Chinese bus lanes put Tesla in a tangle; India drops electronics tariffs; Samsung worries about soft demand Asia In ...
Business Times1h
TSMC shares in focus on return from holiday after DeepSeek jolt
TAIWAN Semiconductor Manufacturing Company (TSMC) will be in focus as shares resume trading on Monday (Feb 3) after a global ...
5 Trends Shaping The Future Of Leadership In The Age Of Agentic AI
It’s only a matter of time before agentic AI systems become part of our daily work, perhaps even as colleagues. How do we ...
Where Will Nvidia Stock Be in 3 Years?
If you held on to Nvidia (NASDAQ: NVDA) stock for the last three years, you are probably laughing all the way to the bank. A ...
Weekly column: Tariffs, turmoil, and the retrograde effect
Typical of a New Moon in Aquarius and its ruler Uranus changing direction, many global stock indices and Gold rallied late ...
Hosted on MSN4h
DeepSeek might not be as disruptive as claimed, firm reportedly has 50,000 Nvidia GPUs and spent $1.6 billion on buildouts
SemiAnalysis says that DeepSeek and its venture capitalist partner spent some $1.6 billion dollar on AI hardware from Nvidia, ...
‘The Black Swan’ author warns future selloffs could be 2-3 times worse than the DeepSeek shock as it reveals how fragile the economy is
Nassim Taleb, who wrote the book The Black Swan about unpredictable events, warned that Nvidia's record stock collapse from ...
Brad Gerstner on Nvidia (NVDA) After DeepSeek: ‘I Don’t Think Anything Changed’
We recently published a list of 10 AI Stocks on Wall Street’s Radar After DeepSeek Breakthrough. In this article, we are ...
Nvidia's Stock Just Did Something It Hasn't Done in a Year. Here's What History Says Happens Next.
Nvidia's Stock Just Did Something It Hasn't Done in a Year. Here's What History Says Happens Next. Over the last few days, ...
Why Nvidia Stock Plummeted This Week
Nvidia stock saw a massive pullback in Monday's trading, closing out the daily session down 17%. The sell-off worked out to a roughly $600 billion pullback in the GPU leader's market capitalization ...
After DeepSeek, Tech Stocks Still Win. Here’s How AI Is Getting Reset.
DeepSeek could spark a shift from hardware to software, similar to what happened to traditional computing beginning in the ...
DeepSeek's emergence signals the beginning of the human-replacing phase of AI
What no-one talks about as the AI revolution unfolds in stock market hype and scientific gung-ho is what the developers all ...