Amazon shares plunge after tech giant misses earnings
Amazon shares slipped in after-hours trading yesterday as investors re-evaluated the company's spending on AI.
Interesting Engineering15h
A paradigm shift? The view from China on DeepSeek and the global AI race
DeepSeek has shown that China can, in part, sidestep US restrictions on advanced chips by leveraging algorithmic innovations.
The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
Opinion: What China’s DeepSeek breakthrough really means for the future of AI
The startup caused some panic for tech stocks. But it is actually poised to expand use of artificial intelligence in the U.S.
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Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
Still, Amazon may be better positioned than rivals to capitalize on cheaper AI, analysts say, due to its massive cloud ...
DeepSeek - Engineering Innovation Or Financial Jugglery?
With due respect to the engineering innovation involved in R1's high performance, the CAPEX-OPEX financial jugglery could ...
Microsoft Sees Cloud Business Further Slows Down Despite Hefty AI Spending
TMTPOST -- Microsoft Corporation expects its cloud business will further slow down in spite of hefty artificial intelligence (AI) bills following a quarter that saw huge spending failed to accelerated ...
1 Data Center Stock to Buy on the DeepSeek Dip (Hint: It's Not Nvidia)
The chart below shows the price action between Nvidia and Nebius so far in 2025. The glaring commonality between the two stocks is that they both took a nosedive as the exact same time -- namely, when ...