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AI, Google and NVIDIA
Why Nvidia, Broadcom, and Other Chip Stocks Are Surging Wednesday
Key Takeaways Nvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said it plans to ramp up spending on artificial intelligence. Alphabet said Tuesday that it plans to spend as much as $75 billion in capital expenditures this year,
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.
Google expects to spend $75 billion in 2025 to boost AI
Google announces spending $75 billion in 2025, with most of it likely reserved for AI. The company further wants to accelerate its progress with the announced capital expenditures
5h
on MSN
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 ...
7h
Forget Tariffs. Trump Faces A Monumental U.S.-China AI Chip War Decision For Nvidia And The World.
President Trump’s TikTok-for-tariffs deal ultimately hinges on a cease-fire in the U.S.-China AI chip war. The consequences ...
2d
on MSN
DeepSeek Shocked the AI Market Last Week. Here's Why Nvidia's Latest Move Should Crush the Panic.
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
Tech Xplore on MSN
8h
DeepSeek, Nvidia and the AI race that's shaping the future
DeepSeek and Nvidia—stand out among those competing to lead it. Outside the financial world, the story might seem distant—but ...
5h
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 ...
1d
on MSN
Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?
If DeepSeek does make AI software more widespread, that could drive more uses and boost demand for Nvidia's chips. Following ...
5h
Super Micro Computer Shares Climb on Nvidia-Assisted Server Technology
Super Micro Computer shares are up 7.2% Wednesday after the company announced the availability of an AI data center solution ...
5d
on MSN
Nvidia CEO meets with Trump as administration weighs new limits on chip exports to China
Startup DeekSeek is highlighting advances in China's AI industry. The Trump administration is weighing new restrictions on ...
9h
on MSN
Mark Zuckerberg Just Delivered Incredible News for Nvidia, AMD, and Micron Stock Investors
Advanced Micro Devices (NASDAQ: AMD), and Micron Technology (NASDAQ: MU) plunged on news that a Chinese start-up called ...
2h
on MSN
NVIDIA shares rise, lifting broader U.S. markets
Wall Street was thinking, what’s good for AI chip maker NVIDIA is good for us – and Wednesday was another good day for NVIDIA. Its shares were up 5% after ...
MarketWatch
1d
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 ...
6d
Why These AI Chip Startups Are Rejoicing Over The DeepSeek Freakout
For a slew of AI chip companies chomping to dethrone Nvidia, DeepSeek is the opening they’ve been waiting for.
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