Certain Wall Street analysts expect Nvidia and Microsoft to achieve market values of $4 trillion in 2025, something no publicly traded company has accomplished. Nvidia is the market leader in data center graphics processing units,

In what marks the largest single-day drop in stock market history, Nvidia's valuation has been hit by China's answer to ChatGPT.

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.

Nvidia, led by boss Jensen Huang (pictured), lost almost $600bn in value, after China claimed its new Deepseek AI chatbot was far more efficient than rivals

Nvidia faces new threats as China's DeepSeek challenges AI chip dominance, shaking markets. Can Nvidia maintain its competitive edge?

Shares of chipmaker Nvidia plunged Monday, for its worst day since the global market sell-off in March 2020 triggered by the coronavirus pandemic.

DeepSeek, the new player on the scene, is a Chinese company that has been making huge waves in AI development. Its powerful technology could change things such as healthcare, finance – and even the way we interact with the internet. Investors are excited because they see DeepSeek as a potential leader in shaping the next generation of AI tools.

Google's near-term potential looks bright. Click here to read more on how AI can help improve the outlook for GOOGL stock.

While investors fret about what the arrival of DeepSeek means for their all-in bet on American artificial intelligence dominance, they’re ignoring even bigger questions.

Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.

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.