How DeepSeek changed Silicon Valley’s AI landscape
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...
Tech stocks mixed as Meta, Microsoft affirm big AI spending plans after DeepSeek turmoil
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...
US stocks boosted at open by earnings and signs AI spending's intact. Nvidia dips, though.
Wall Street opens up on relief Meta and Microsoft kept their AI spending plans even as their earnings come in mixed. Next up, Apple after the close.
Microsoft, Meta back big AI spending despite DeepSeek's low costs
Microsoft has earmarked $80 billion for AI in its current fiscal year, while Meta has pledged as much as $65 billion ...
24/7 Wall St. on MSN1h
Why AI Stocks Micron (MU), Vertiv (VRT), Credo (CRDO) Are Rebounding Thursday
Is the DeepSeek panic over? Stocks involved in the AI infrastructure build-out saw a punishing sell-off on Monday. Many leading names in the trade like Vertiv (NYSE: VRT) and Credo (Nasdaq: CRDO) ...