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ASML, DeepSeek
DeepSeek rise blurs ASML’s AI-driven recovery
The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph machines used to make chips soared by 8% on Wednesday thanks to booming demand from semiconductor manufacturers such as TSMC .
Never Mind DeepSeek, Buy ASML After Stellar Earnings
ASML's valuation reflects potential for substantial growth and profitability, making it attractive at current levels. Click here to find out why ASML stock is a Buy.
ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less
Without addressing the specifics of DeepSeek’s model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in demand for AI chips.
DeepSeek, AI and NVIDIA
What is DeepSeek, and why is it causing Nvidia and other stocks to slump?
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock through Wall Street.
DeepSeek Proves the World Needs More AI Chips. That’s Good News for NVDA Stock.
Artificial intelligence stocks got a major shake-up when Nvidia (NVDA), the leader in AI chips, notched their largest single-day plunge since 2020. On Jan. 27, Nvidia shares dropped by 17%, wiping out an astonishing $589 billion from Nvidia’s market capitalization.
Nvidia Stock Edges Up. Why the AI Chip Maker Is Suffering a DeepSeek Hangover.
Nvidia was rising early Friday as politicians and Big Tech firms comment on the effects of Chinese firm DeepSeek’s apparently low-cost AI.
2d
on MSN
ASML boss cites ‘Moore’s law’ for DeepSeek optimism as he warns investors to get ready for more AI ‘elephants in the room’
The CEO of Dutch chipmaking giant ASML warned investors they needed to get used to more DeepSeek-style “elephants in the room ...
2d
DeepSeek Will Be Good for Business, ASML Chief Says
DeepSeek prompted a major sell off of tech stocks this week, but ASML's chief says the artificial-intelligence upstart could ...
16h
ASML: DeepSeek Impact Exaggerated, Strong Buy
ASML reported strong Q4 earnings, driven by AI chip demand, with revenue and EPS beating consensus estimates. Click here to ...
2d
on MSN
ASML shares jump as surge in orders defies fears of DeepSeek hitting AI chip demand
Dutch semiconductor equipment maker ASML on Wednesday reported better-than-expected net sales and profit results for the ...
18h
DeepSeek: what you need to know about the Chinese firm disrupting the AI landscape
Nvidia’s Blackwell chip – the world’s most powerful AI chip to date – costs around US$40,000 per unit, and AI companies often ...
3d
on MSN
Tech stocks stage partial recovery after market rout sparked by DeepSeek's rise
Nvidia closed higher on Tuesday as some investors seized an opportunity to buy the chip giant at a discount following its ...
3d
on MSN
ASML shrugs off DeepSeek worries, reports big influx of orders in Q4
By Nathan Vifflin and Toby Sterling Eindhoven, NETHERLANDS (Reuters) -Shrugging off fears prompted by Chinese AI firm ...
4d
on MSN
DeepSeek Shows China Playbook to Deal an Even Bigger Shock to US
The success of DeepSeek’s new AI model points to how China might eventually achieve an even bigger technological breakthrough ...
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