Tech giant Oracle (ORCL) recently revealed its latest AI agents that are designed to support supply-chain workers in various roles, from

Chinese artificial intelligence (AI) startup DeepSeek revealed shocked U.S. investors with claims it built its models at a fraction of the cost and with lower-tier chips. Companies like Microsoft (MSFT),

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

Oracle Corporation (NYSE:ORCL) lost around $70 billion in market share after the stock price was down 14%. The firm has been making heavy investments in developing data centers in a bid to compete with big players like Amazon, Microsoft and Google.

Oppenheimer analysts view the news that DeepSeek, an open-source Chinese large language model, is outperforming OpenAI’s models at a fraction

Out of the 43 analysts covering NVDA stock, 36 recommend “Strong Buy,” three recommend “Moderate Buy,” and four recommend “Hold.” The average target price for NVDA stock is $176.90, indicating upside potential of 20% from current levels.

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,

The surge comes as the S&P 500 and Nasdaq Composite lost 1.8% and 3.2%, respectively. Oracle was hit by the big news of the day -- the revelation of the latest version of the Chinese artificial intelligence (AI) model DeepSeek -- as well as complications with President Trump's AI initiative.

Oppenheimer analysts see the emergence of DeepSeek, an open-source Chinese large language model (LLM), as a mixed bag for major tech players.  While the development is positive for Amazon (NASDAQ:AMZN),

AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.

In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to Jefferies analyst Brent Thill, Microsoft should report improved AI consumption and continued spending, something investors have been hoping for as the company works to meet customer demand for AI infrastructure.

Jefferies keeps a Buy rating and $220 price target on Oracle (ORCL) while noting that today’s 14% decline in the stock price is “overdone”.