The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

The S&P 500 was muted on Thursday as losses in tech heavyweights Microsoft and Nvidia countered earnings-led gains for Meta and Tesla, while investors parsed a slew of corporate earnings a day after the U.

Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.

Microsoft ( MSFT, Financials) and Nvidia ( NVDA, Financials )-backed CoreWeave will join Princeton University and the New Jersey Economic Development Authority as founding partners in the NJ AI Hub, a new initiative focused on artificial intelligence research, commercialization, and workforce development.

The Trump administration is reportedly probing whether DeepSeek bought Nvidia’s advanced computer chips through Singapore – despite US export controls blocking the sale of the powerful technology

Optimists looking for an encore performance from Wall Street were handsomely rewarded in 2024. Last year, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all achieved multiple record-closing highs and ended higher by 13%, 23%, and 29%, respectively.

OpenAI CEO Sam Altman announced a technological milestone on Friday, revealing the deployment of NVIDIA Corp.'s first full 8-rack GB200 NVL72 system on Microsoft Corp.'s Azure platform, marking a major advancement in the companies' strategic partnership.

Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, VandaTrack said.

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.

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a half a trillion dollars in the first month of 2025 as banks and technology vendors vie to build out massive AI compute.

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.

In its own research, DeepSeek said it had “distilled” models from its R1 system based on other open-source systems. Unlike OpenAI’s closed systems, some models such as Meta’s Llama are open-source and freely available for use.