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AI, NVIDIA and AMD

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.

Barron's on MSN · 1d

Nvidia Stock Rises. Why AMD, Alphabet Earnings Are Boosting the AI Chip Maker.

Nvidia was gaining early on Wednesday after Google-parent Alphabet committed to spending on artificial-intelligence infrastructure and rival Advanced Micro Devices’ AI chip revenue disappointed. Nvidia shares were up 0.

Reuters on MSN · 1d

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 company's AI chip revenue failed to meet analysts' high expectations, underscoring its struggle to grab market share from well-entrenched market leader Nvidia.

Nvidia, Microsoft

Hosted on MSN · 2d

Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks

Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence (AI) bonanza. Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025,

USA Today · 10d

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.

Investing.com on MSN · 1d

Supermicro stock rises on full production of NVIDIA solutions

Shares of Supermicro, Inc. (NASDAQ: SMCI) climbed 5% after the company announced it had ramped up full production of its NVIDIA (NASDAQ:NVDA) Blackwell Rack-Scale Solutions with NVIDIA HGX B200, signaling a positive market response to its latest technological advancements.

3 Best Artificial Intelligence (AI) Stocks to Buy in February

Artificial intelligence (AI) investing experienced a shakeup at the end of January with the release of DeepSeek's R1 model.

Money Morning1h

Nancy Pelosi Is Betting Big on These 3 AI Stocks

Nvidia (NASDAQ: NVDA) has been the premier AI stock in the past two years. It now has a market cap in the trillions. Nancy Pelosi has seen it coming for a long time. She bought the stock several times ...

14m

This AI is as good as ChatGPT o1, and it was built for under $50

Researchers developed the S1 reasoning AI using less than $50 in compute cost to achieve a reasoning model as powerful as ...

Arm Holdings: I Am In No Rush To Buy This AI Stock (Rating Downgrade)

Arm Holdings plc posts strong earnings fueled by AI demand, but caution advised on high valuation. Click for my review of ARM ...

MarketWatch2d

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 ...

DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

10h

Alibaba Said Its AI Outperformed DeepSeek: This Is Why The Stock Is A Buy

Alibaba's AI advancements and promising financial growth make it a compelling stock with significant upside potential. Read ...

5don MSN

What Does Chinese AI Start-Up DeepSeek Mean for Nvidia Stock?

DeepSeek has launched an AI model that was reportedly developed with significantly less computational power than traditional ...

3 potential AI stock winners from the $500 billion Stargate project

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

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