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Meta, NVIDIA and AI

Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker.

Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

The Motley Fool on MSN · 4h

Is Meta a Better Artificial Intelligence (AI) Stock to Buy Than Nvidia After DeepSeek's Stunning R1 Debut?

DeepSeek just shook up the artificial intelligence (AI) world in the biggest way since OpenAI launched ChatGPT in late 2022. The Chinese company's new R1 large language model (LLM) reportedly matches or beats OpenAI's o1 model on some benchmarks.

Wall Street Journal · 11h

Microsoft and Meta AI Splurge Still Not Enough for Nvidia

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

Meta, Zuckerberg and AI

New York Post on MSN · 13h

Mark Zuckerberg reveals thoughts on DeepSeek as Meta’s AI spending under scrutiny

Chinese startup DeepSeek’s launch of its latest AI models triggered a selloff in global tech stocks this week on concerns about rising AI costs in the US.

Investopedia on MSN · 12h

Zuckerberg Says DeepSeek ‘Strengthened Our Conviction' as Meta Spends Big on AI

Key Takeaways Meta CEO Mark Zuckerberg said Wednesday’s that the rapid rise of competitors from China has only strengthened the tech giant’s commitment to its AI ambitions. The CEO said it’s too early to know how growing competition from China could impact its future investments.

The Verge on MSN · 14h

Mark Zuckerberg says Meta isn’t worried about DeepSeek

I continue to think that investing very heavily in CapEx and infra is going to be a strategic advantage over time.”

Nvidia, DeepSeek

Wall Street Journal · 1d

DeepSeek’s Rise Exposes Nvidia’s Weakness

A new Chinese AI model threatens to diminish the need for Nvidia’s most-expensive chips, but some say the concerns are overblown.

Bloomberg L.P. · 1d

Why DeepSeek Isn't the Only Threat to Nvidia, Meta

Paul Sankey of Sankey Research explains why the excessive demand for power needed to deploy cutting-edge chips from the likes of Nvidia and support data centers from companies such as Meta Platforms could prove to be a detriment to America's tech giants in the long run.

Quartz on MSN · 1d

DeepSeek’s surge reveals Nvidia's vulnerability

This story incorporates reporting from The Motley Fool, scmp.com and MSN.The rise of Chinese AI startup DeepSeek has caused ripples across the technology sector by exposing potential weaknesses in Nvidia’s market dominance.

17hon MSN

DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...

2hon MSN

Dan Ives Just Called the Nvidia Sell-Off a "Golden" Buying Opportunity. Here's Why I Think He's Absolutely Right

Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...

24/7 Wall St3d

Is Nvidia In Trouble After This Huge AI Development?

Nvidia (NASDAQ:NVDA) stock rampaged across the market, rising over 900% over the last two years to hit a $3.5 trillion ...

Nvidia Stock Goes Down—And The Internet Cracks Up

The biggest market loss in history happened, with Nvidia stock dropping 17%—and the entire internet thought this was ...

18hon MSN

Why Nvidia Stock Is Plummeting Today

Shares of Nvidia ( NVDA -5.29%) were sinking Wednesday. The company's stock fell 6.2% as of 2:20 p.m. ET, but lost as much as ...

Nvidia stock is up over 900% since 2023. Here's why it's still a screaming buy.

Since the start of 2023, Nvidia 's (NASDAQ: NVDA) stock has gained an astronomical 906% as of the time of writing. It's also ...

CNET on MSN23h

Comcast Rolls Out New Ultra-Low Lag Technology to Support Apple, Meta and Gaming Applications

From Meta's mixed reality headsets to Valve's Steam games, Xfinity's new software will be an upgrade for home internet users. Here's what you need to know.

19hon MSN

Nvidia's CEO lays out his vision of what the next 10 years will look like — and his simple advice to young people

Nvidia CEO Jensen Huang has a vision for the future — and some advice for the generations that will navigate it.

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