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.
Stocks fluctuated Thursday as shares of tech companies struggled following mixed earnings and as Wall Street awaited Apple’s quarterly report.These stocks were making moves Thursday:Tesla reported fourth-quarter adjusted earnings of 73 cents a share,
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep pouring billions of dollars into AI – despite lingering anxiety over the
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Nvidia retail investors told us why they're unfazed by DeepSeek's market disruption and refusing to sell
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Market panic over DeepSeek? Why Nvidia's $500 billion drop is pure hysteria
Nvidia, Chip Stocks Rebound as DeepSeek Panic Dies Down
Following the market plunge triggered by the release of the DeepSeek chatbot, Nvidia has recovered a large portion of its losses.
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.
Nvidia is launching its next-gen RTX 5090 and RTX 5080 GPUs today, but it’s also releasing an exciting update for existing RTX GPU owners. A new GPU driver (572.16) allows you to force DLSS 4 inside games or apps that don’t currently support it, providing improved image quality and even less VRAM usage in some cases.
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.
When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market for graphics processing units (GPUs), so it was the right company at the right time to deliver monster returns to investors.
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the tech vendor’s 2Q 2025 earnings call.
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Why DeepSeek AI could be bullish for Nvidia, Broadcom, Microsoft and other AI stocks
Inside Microsoft’s quick embrace of DeepSeek
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later. This brings a lot more AI capabilities to Windows, and it’s something Microsoft was already working on with its Phi Silica language models.
DeepSeek Is Here to Stay as Microsoft, Perplexity Integrate Its Model
Despite the controversy surrounding the Chinese open-source model, it has received the blessing of US companies that say their versions of it are safer and feature less censorship.
Then there is the hype question. Since Chat GPT set off the AI gold rush in late 2022, Nvidia has been the ultimate “picks and shovel” play. But like investment in the early days of the internet, the AI boom has so far been based more on the belief that it will change everything than hard evidence that it can generate returns.
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.
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