Nasdaq, S&P 500 fall as AI caution weighs on tech, Nvidia results in focus
The Nasdaq Composite dropped over 1% amid concerns about AI demand and upcoming Nvidia results. The S&P 500 marked its third ...
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Microsoft shelves AI data-center deals in sign of potential oversupply, analyst says
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
Selling Nvidia Stock Before Earnings Is A Big Mistake
Nvidia Corporation's strong AI-driven growth and hyperscaler demand underline a Strong Buy rating, offering ~50% upside.
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Lenovo Sets Q3 Sales Record As AI Boom, PC Refresh Fuel Growth
Lenovo had a breakout third quarter, setting records for infrastructure sales and extending its commanding lead of global PC ...
Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
DeepSeek: Everything you need to know about the AI chatbot app
DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...
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The Three Pillars of U.S. Technological Leadership
In February, The National Interest organized a symposium on the U.S.-China technology race amidst the emergence of DeepSeek and ongoing legal battles over TikTok. We asked a variety of experts the ...
Alibaba to Spend More Than $52 Billion in AI, Cloud Over Next Three Years
Alibaba Group plans to invest more than $52 billion on AI and cloud infrastructure over the next three years, in a bid to seize more opportunities in the artificial-intelligence era.
Alibaba is going all in on developing AI that can reason like a human being
Alibaba shares are up 70% this year to date on the boost from DeepSeek and its AI partnership with Apple for iPhones in China ...