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Amazon: It's Simple. Let Your Winners Run
Amazon isn't going to allow its arch rivals to dominate the headlines for AI investment. AWS's massive scale and highly profitable business affords the company the capabilities to go even more aggressive than others. Tariffs on China remains the key risks to Amazon's retail thesis, but is also expected to affect its key Chinese rivals.
The Real Super Bowl Winners: 3 Stocks Scoring Big
As the Super Bowl captivates millions of viewers each year, it's not just the teams on the field that are scoring big—so are certain stocks. While fans cheer for touchdowns and commercials, companies tied to the big game hope to experience boosts in revenue and market performance.
Investors "Parsing Out" A.I. Winners, NVDA, PLTR & OKLO Among Them
Alphabet (GOOGL) and AMD Inc. (AMD) sold off following disappointment and concern surrounding their A.I. outlooks. Marc X.
3 REITs Likely to Turn Out Winners This Earnings Season
With the REIT industry offering a real estate structure for several economic activities, real or virtual, there are pockets of strength. This is likely to be reflected in the earnings releases of KIM, AMH and VNO.
JPMorgan Picks Winners, Losers After DeepSeek Debut: How Alphabet, Amazon, Intel And Oracle Rank
JPMorgan analysts Claudia Hueston and Pedro Martins just dropped a major AI ripple effect report, and the verdict is clear: DeepSeek's latest LLM is shaking up the tech hierarchy.
DeepSeek Just Changed Generative Artificial Intelligence (AI) Forever. 2 Surprising Winners From Its Innovation.
On Jan. 20, Chinese artificial intelligence start-up DeepSeek released its first-generation reasoning models. In the release, the company made some astonishing claims.
Here Are the Stock Market Winners and Losers from the DeepSeek AI Upheaval
AI stocks were this past week when Wall Street took notice of a high-performance, shockingly efficient open-source AI model from Chinese start-up DeepSeek.
3 Potential AI Stock Winners From the $500 Billion Stargate Project
If there were any fears that spending on artificial intelligence (AI) infrastructure was about to slow down, that was put to rest when President Donald Trump announced the new Stargate AI project last week. Backed by OpenAI, Oracle (ORCL -13.79%), and Japan's Softbank, the consortium plans to spend $500 billion over the next four years building out data centers to help handle the growing AI workload.
Winners and losers in Monday's DeepSeek shake-up
The introduction of DeepSeek, a Chinese artificial intelligence (AI) startup, triggered a broad market sell-off on Monday, particularly impacting US technology stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's significant market movements amid heightened volatility.
Why Artificial Intelligence (AI) Hardware Winners Taiwan Semiconductor, Marvell, and Arista Networks Plunged by Double Digits Today
Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing (TSM -14.50%), Marvell Technology (MRVL -19.26%), and Arista Networks (ANET -24.20%), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT.
TSMC: It's Simple. Let Your Winners Run
TSMC is in an unprecedented AI compute investment surge like nothing we have ever seen before. TSMC is indispensable to China and America's AI ambitions, making an invasion in the near term highly unlikely. As Intel struggles with its roadmap, the US must depend on TSMC to fabricate its most advanced AI chips.
Prediction: These 2 "Magnificent Seven" Stocks Will Be AI's Biggest Winners by 2030 (Hint: Neither One Is Nvidia)
Artificial intelligence (AI) has garnered so much attention over the past couple of years. Experts believe this is a game-changing technology that will impact virtually all industries one day.
