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),

Key Takeaways Despite the success of a Chinese start-up's $6 million AI model, tech giants Microsoft, Alphabet, Amazon and Meta are unlikely to change their plans to spend hundreds of billions of dollars on AI infrastructure this year,

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.

President Donald Trump has denied holding talks with Oracle (ORCL) about a TikTok deal, saying that he has “spoken to many people about

U.S. stocks dropped sharply Monday after a surprise advancement from a Chinese artificial intelligence company, DeepSeek, threatened the aura of invincibility surrounding America's technology industry.

TikTok has announced that it will cease operations in the U.S. on Sunday, unless the Biden administration provides assurances to tech giants.

Broadcom Inc. (AVGO), and Motorola Solutions (MSI). This theme touches a select group of stocks in almost every industry. We have built two investment products that leverage this theme: a UIT with our partner SmartTrust and a Separately Managed Account that is on several platforms.

Google's DeepMind leads the market with Gemini, TPU chips, and cloud growth, making its valuations compelling compared to its peers. Click for our GOOG update.

IUSG follows a growth-oriented strategy but lags behind peers due to conservative allocations in key growth sectors. Read why I'm neutral on the fund.

If there were any fears that spending on artificial intelligence (AI) infrastructure was about to slow down, that was put to rest when President Donald Trump announced the new Stargate AI project last week.

US Dollar South African Rand, Gold Spot US Dollar, Euro Stoxx 50, Nikkei 225. Read Adriaan Pask's latest article on Investing.com South Africa.

DeepSeek's large-language-model launch could wipe nearly $1 trillion in market value from the biggest U.S. tech companies.