Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.

The selloff​ extended to shares of natural-gas producers, pipeline operators, mining companies​, and electricity generators.

The emerging, cost-effective Chinese AI alternatives have prompted US President Donald Trump to say it is a wake-up call to Silicon Valley.

Wall Street is mainly focused on Apple's iPhone sales in China and any guidance related to its March quarter, which could include iPhone SE4 sales.

AI and automation could eliminate 200,000 Wall Street jobs. Discover which roles are most at risk and how to future-proof your career.

The superstar run for Nvidia’s stock the last few years has been astonishing. So was its tumble Monday, which caused $595 billion in wealth to vanish.

The AI frenzy that has reshaped the tech world and commanded the attention of Wall Street took an anxious turn Monday after a Chinese upstart burst onto the scene, dazzling early users and ...

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI monetization efforts and DeepSeek.

Chinese AI startup DeepSeek has shaken the self-image of America's vaunted tech sector. A visit to San Francisco's AI neighborhood finds some developers and investors rejoicing, while others are in despair.

Although AI has been a boon for much of the tech sector, no company has more directly benefited than Nvidia (NASDAQ: NVDA). Every Wall Street analyst expects Nvidia stock to rise.