Nvidia, Microsoft and AI

Microsoft and Meta AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Better Artificial Intelligence (AI) Stock for 2025: Nvidia vs. Microsoft
But will Nvidia continue to outperform Microsoft in 2025? Let's find out.
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.
Heard on the Street: Behind the AI Splurge at Microsoft and Meta
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w
'Load up' on Nvidia, AI stocks while cheaper, market expert says
Banríon Capital Management Founder and CEO Shana Orczyk Sissel said that any pullback in shares of Nvidia - like the one sparked this week by Chinese AI startup DeepSeek - is a buying opportunity for investors.
Nvidia Leads AI Stock Rebound, but Don’t Buy Yet
After the shockwave sent through the artificial intelligence sector Monday following the DeepSeek earthquake, AI stocks recovered some of their lost ground. Nvidia (NASDAQ:NVDA) was the biggest winner,
Nvidia Is Sinking Again Today. Is This Your Chance to Buy the Artificial Intelligence (AI) Leader's Stock?
Nvidia stock is losing ground today amid multiple bearish catalysts related to the DeepSeek R1 artificial intelligence model that was released last week. For starters, investors a
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, ...
Why Nvidia, Broadcom, Microsoft, and Other Artificial Intelligence (AI) Stocks Crashed Monday Morning
Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems.
Microsoft says you can run DeepSeek R1 right on your laptop
Microsoft confirmed it will bring the DeepSeek R1 model to Azure cloud and GitHub in a move that it hopes will lessen its ...
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How DeepSeek will upend the AI pecking order
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
US stocks, Nvidia recover slightly after China's DeepSeek AI brought steep losses
U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...
It's not just Nvidia: These under-the-radar winners of the AI revolution have been hit by DeepSeek mania
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...
Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker.
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
Nvidia Stock Gets Hit as DeepSeek AI Drama Reportedly Pushing More Export Regulations
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...