One of the biggest market drivers of technology stocks over the past couple of years has been rapid advancements in the field of artificial intelligence (AI). These next-generation algorithms took a giant leap forward from their predecessors,

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.

Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

"We expect CapEx growth in 2025 will be driven by increased investment to support both our generative AI efforts and our core business. The majority of our CapEx in 2025 will continue to be directed toward our core business," said Meta's CFO Susan Li on the company's fourth quarter earnings call on Wednesday.

US-listed shares of tech giants Nvidia, TSMC, and others are gaining some lost ground after China's DeepSeek rattled stock markets.

so the demand for Broadcom’s AI chip components could diminish fast as the DeepSeek breakthrough causes the landscape to change. Investors were very bullish on Microsoft, even last week.

Meta and Tesla rise as Microsoft slumps, keeping US indices mixed. Investors await Apple and Amazon earnings while GDP and Fed policy weigh on sentiment.

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 13.6% in the morning session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup DeepSeek released a new large language model (DeepSeek-R1) that ranks competitively on key global benchmarks (coding competitions,

If demand for these high-end chips falters, sales of ancillary products -- like those in Broadcom's arsenal -- could suffer as well. Microsoft helped kick-start the AI revolution with its hefty $ ...

Heading into today's trading, Broadcom, Nvidia, and Microsoft were selling for 200 times, 56 times, and 37 times earnings, respectively. Alphabet was the outlier, selling for a discount at 27 ...

In Thursday's premarket trading, the Nasdaq Composite is up about .53% as of 8:30 a.m. ET. The big story last night was earnings reports from many leading stocks in technology. Companies like Tesla (Nasdaq: TSLA),