Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.

The selloff​ extended to shares of natural-gas producers, pipeline operators, mining companies​, and electricity generators.

Monday’s bloodbath in Nvidia and other AI stocks wiped out some $1 trillion from the stock market’s value.

Wall Street is mainly focused on Apple's iPhone sales in China and any guidance related to its March quarter, which could include iPhone SE4 sales.

Wall Street analysts see AI boosting Meta's performance this year. The tech titan could also be a big winner amid the drama swirling around TikTok.

DeepSeek was reportedly developed in just two months at a cost of under $6 million — a stark contrast to the billions typically spent by US giants.

AI and automation could eliminate 200,000 Wall Street jobs. Discover which roles are most at risk and how to future-proof your career.

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

The superstar run for Nvidia’s stock the last few years has been astonishing. So was its tumble Monday, which caused $595 billion in wealth to vanish.

The AI frenzy that has reshaped the tech world and commanded the attention of Wall Street took an anxious turn Monday after a Chinese upstart burst onto the scene, dazzling early users and ...

Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI monetization efforts and DeepSeek.

This week’s China threat is DeepSeek, an Open-Source AI platform that alarmists are signalling proves China is stealing our personal data.