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AMD stock drops nearly 10% on earnings

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

AMD stock is down as the AI chipmaker beat Wall Street expectations for its top and bottom line numbers, but fell short on data center sales.

NVIDIA Stock Investors Just Got the Best News of 2025

The Motley Fool · 11h

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.

USA Today · 11d

Why DeepSeek AI could be bullish for Nvidia, Broadcom, Microsoft and other AI stocks

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.

Barron's on MSN · 8h

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

Here's the worst case scenario for Nvidia stock

While cheap, powerful AI models are a great thing for companies looking to deploy AI, it's potentially terrible news for ...

Money Morning3h

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

Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks

Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

MarketWatch3d

Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.

That’s the big question on the minds of investors Monday, given the newfound attention on DeepSeek, a Chinese AI app that ...

Money Morning4h

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 ...

10d

DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

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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