Nvidia, Alphabet

Nvidia Stock Rises. Why AMD, Alphabet Earnings Are Boosting the AI Chip Maker.
Nvidia was gaining early on Wednesday after Google-parent Alphabet committed to spending on artificial-intelligence infrastructure and rival Advanced Micro Devices’ AI chip revenue disappointed. Nvidia shares were up 0.
AMD's AI chip revenue miss hits shares amid pressure from Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled 8% on Wednesday after the company's AI chip revenue failed to meet analysts' high expectations, underscoring its struggle to grab market share from well-entrenched market leader Nvidia.
Nvidia vs. Alphabet: Which Artificial Intelligence (AI) Stock Should You Buy After the Emergence of China's DeepSeek?
Analysts at BMO said while there are still a lot of questions, the current information available suggests that DeepSeek likely used servers with 50% to 75% less power intensity than servers that use Nvidia's most recent GPUs. No analysts have outright said they were putting a sell rating on Nvidia stock yet, but the backdrop remains uncertain.
Why Nvidia, Broadcom, and Other Chip Stocks Are Surging Wednesday
Key Takeaways Nvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said it plans to ramp up spending on artificial intelligence. Alphabet said Tuesday that it plans to spend as much as $75 billion in capital expenditures this year,
AMD's AI chip revenue miss knocks shares amid intense rivalry with Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled more than 10% on Wednesday after the company's AI chip revenue failed to meet lofty expectations, reinforcing its struggles to grab market share from well-entrenched market leader Nvidia.
DeepSeek Shocked the AI Market Last Week. Here's Why Nvidia's Latest Move Should Crush the Panic.
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
Forget Tariffs. Trump Faces A Monumental U.S.-China AI Chip War Decision For Nvidia And The World.
President Trump’s TikTok-for-tariffs deal ultimately hinges on a cease-fire in the U.S.-China AI chip war. The consequences ...
Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?
One might think that artificial intelligence (AI) chip king Nvidia (NASDAQ: NVDA) might not be so pleased with the Chinese ...
DeepSeek's AI Shockwave Hits Nvidia Hard, Wiping Out Billions
DeepSeek developed a highly cost-efficient model threatening U.S. AI supremacy, causing NVDA’s stock to plunge and sparking ...
Senators urge tougher chip controls to stymie Chinese AI advance
Republican Josh Hawley and Democrat Elizabeth Warren blame Silicon Valley for export-ban loopholes that China’s AI chatbot ...
US reportedly investigating whether China's DeepSeek used restricted AI chips
The Commerce Department has launched a probe into whether Chinese artificial intelligence startup DeepSeek obtained ...
Nvidia CEO meets with Trump as administration weighs new limits on chip exports to China
Startup DeekSeek is highlighting advances in China's AI industry. The Trump administration is weighing new restrictions on ...
Trump meets with CEO of AI chipmaker Nvidia
The meeting comes amid broad anxiety about the success of a Chinese artificial intelligence app called DeepSeek.
MarketWatch1d
Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.
That’s the big question on the minds of investors Monday, given the newfound attention on DeepSeek, a Chinese AI app that ...
Why These AI Chip Startups Are Rejoicing Over The DeepSeek Freakout
For a slew of AI chip companies chomping to dethrone Nvidia, DeepSeek is the opening they’ve been waiting for.