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AI, NVIDIA and AMD

Google's big AI-spending plans are boosting chip stocks like Nvidia

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.

Barron's on MSN · 2d

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.

Fast Company on MSN · 2d

AMD stock drops nearly 10% on earnings as AI data center business disappoints. Meanwhile, Nvidia pops

The AI chipmaker beat Wall Street expectations for its top and bottom line numbers, but fell short on data center sales. Advanced Micro Devices (AMD) stock (NASDAQ: AMD) fell 9% before the bell on Wednesday after the company fell short on sales for its data centers,

NVIDIA Stock Investors Just Got the Best News of 2025

Barron's on MSN · 7h

Nvidia Stock Is Stalling. But Investors Are Looking Past DeepSeek.

Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal

Money Morning · 3h

Should You Buy the Dip on Nvidia Stock This February?

In Q3 FY2025, it reported $35.1 billion in revenue. up 94% year-over-year, with data center revenue up 112% to $30.8 billion. Non-GAAP EPS reached $0.81 and grew 103% year-over-year. These results follow a streak of blowout results in earlier quarters.

The Motley Fool · 10h

Nvidia Stock Investors Just Got the Best News of 2025 So Far

Shares of the artificial intelligence (AI) chip leader have been crushed this year, but recent developments suggest the best is yet to come.

16hon MSN

DeepSeek has rattled large AI players — but smaller chip firms see it as a force multiplier

While the emergence of DeepSeek has hit Nvidia's stock, smaller AI chip companies say they're experiencing increased demand ...

Global chip sales rose 19.1% in 2024 and will hit double digit growth in 2025 thanks to AI | SIA

Global semiconductor chip sales rose 19.1% to $627.6 billion in 2024 and growth is expected to grow double-digit percentages in 2025.

4don MSN

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 ...

Tech war: China's chip firms embrace DeepSeek in AI self-sufficiency drive

DeepSeek has given China's artificial intelligence (AI) push a shot in the arm, as the country's chip developers and cloud ...

Money Morning2h

The 2 Best AI Stocks to Buy in the New DeepSeek Era

The second DeeSeek AI stock to buy is Palantir Technologies (PLTR). The AI-powered Big Data analytics shop has a dual-pronged strategy of breaking down the trillions of data points created by ...

3don MSN

Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?

If DeepSeek does make AI software more widespread, that could drive more uses and boost demand for Nvidia's chips. Following ...

The Diplomat4d

Is China’s DeepSeek Using Smuggled AI Chips From Singapore?

The U.S. government is probing whether the Hangzhou-based AI firm has built its disruptive R1 AI model on restricted Nvidia ...

3don MSN

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 ...

9hon MSN

Frenzy for new Nvidia gaming chips causes chaos in Tokyo

An electronics store in Tokyo has apologized after hundreds of Chinese buyers who flocked there to get their hands on the ...

3 Best Artificial Intelligence (AI) Stocks to Buy in February

Artificial intelligence (AI) investing experienced a shakeup at the end of January with the release of DeepSeek's R1 model.

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