AI, DeepSeek

Chip stocks mixed with DeepSeek shock, earnings in focus
By Sinéad Carew, Medha Singh and Amanda Cooper NEW YORK/BENGALURU/LONDON (Reuters) -Semiconductor stocks were a mixed bag on Wednesday, with European chip stocks rallying on strong earnings while U.S.
Intel's former CEO says the market is getting DeepSeek wrong after AI-chip-stock rout
Retired Intel CEO Pat Gelsinger said "the markets are getting it wrong" Monday after investors triggered a sell-off in response to China's DeepSeek.
ASML CEO says DeepSeek efficiency unlikely to affect AI demand
CEO Christophe Fouquet said the news of DeepSeek developing a large language model more efficiently should not affect chip equipment manufacturers. ASML shares ticked up nearly 5% by afternoon trading on Wednesday.
ASML CEO makes case that DeepSeek is positive for chip demand
Computer chip equipment maker ASML's CEO on Wednesday made the case that the advent of efficient AI models such as one China's DeepSeek has launched is a net positive for chip markets. Christophe Fouquet said that perceptions of AI spending are skewed by the massive investments being made by "hyperscalers" - companies such as Google,
ASML CEO optimistic over DeepSeek
ASML Holding NV (AS:ASML)'s Chief Executive Officer, Christophe Fouquet, has expressed optimism despite the recent market disturbance caused by DeepSeek, a Chinese startup. Earlier this week, DeepSeek's low-priced chatbot caused a stir in the markets.
ASML rebounds from DeepSeek hit, expects AI advance to boost demand for chips
ASML shares have bounced back from the impact of DeepSeek. ASML predicts that low-cost AI models will boost demand for the firm's machines.
Nvidia retail investors told us why they're unfazed by DeepSeek's market disruption and refusing to sell
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...
DeepSeek’s AI Model Tests Limits of US Restrictions on Nvidia Chips
Powerful artificial intelligence software from Chinese startup DeepSeek indicates that its engineers built a competitive ...
OpenAI’s Sam Altman downplays impact of DeepSeek: ‘Wildly overstated’
OpenAI CEO Sam Altman downplayed the significance of a new artificial intelligence (AI) model released by Chinese startup ...
DeepSeek Means The End Of Big Data, Not The End Of Nvidia
The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their ...
DeepSeek just taught the AI industry 5 hard lessons
Have American tech companies completely misunderstood what they should do with Large Language Models? It certainly looks that ...
DeepSeek's 'Surprising' AI Claims Show China 'Starting to Gain an Edge'
The emergence of DeepSeek came shortly after President Trump unveiled his "Stargate" project to invest $500bn in advancing AI.
China’s DeepSeek Shock Raises A Big Economic Question
The economic hardware/software debate about China just got more complicated. Before DeepSeek flipped the script on the ...
DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race
More AI competition will make it hard for Big Tech to generate the oligopoly-like profit margins that investors hope for.
Tech CEOs try to reassure Wall Street after DeepSeek shock
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...