Upbeat earnings will rescue tech from its DeepSeek dive, these market pros say
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Big Tech is moving on from the DeepSeek shock
The industry is turning to packaging of AI technologies rather than focusing on model trainingFinancial Times - 5d -
China’s tech stocks enter bull market after DeepSeek breakthrough
Budget AI model triggers global reappraisal of Chinese technology companiesFinancial Times - 6d -
FirstFT: Chinese tech stocks ride DeepSeek wave to bull market
Also in today’s newsletter, Foxconn confirms interest in Nissan stake and Disney cuts diversity category from executive pay schemeFinancial Times - 6d -
Chinese tech giant Baidu to release next-generation AI model this year as DeepSeek shakes up market
Baidu plans to release the next generation of its model for powering generative AI applications in the second half of this year, according to a source familiar with the matter.CNBC - 6d -
Gold could hit $3,000 soon and $4,000 in 2026, this market pro says. Here’s why.
Yardeni: Inflation, tariffs, plus countries accumulating gold as a haven from U.S. sanctions.MarketWatch - 3d -
After DeepSeek Upended the Market, Is It Worth Investing in A.I.?
After the arrival of a less costly A.I. model from China, U.S. markets and academics are wrestling with the ultimate economic value of the technology.The New York Times - Feb. 7 -
Is Intel now a Trump stock? Its shares surge after upbeat comments by J.D. Vance.
Shares of Intel Corp. were surging on Tuesday after Vice President J.D. Vance made bullish comments about semiconductor manufacturing in the U.S. at an artificial-intelligence summit in Paris.MarketWatch - Feb. 11 -
Xi seizes DeepSeek momentum to restore China tech chiefs to spotlight
President offers reassurance after crackdowns even as he stresses need to serve party’s strategic aimsFinancial Times - 15h -
How China's DeepSeek could boost the already booming data center market
Despite an initial knee-jerk reaction from markets, experts told CNBC that cheaper and more efficient AI models could ultimately boost the data center market.CNBC - 4d
More from MarketWatch
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Bumble investors shrug off revamp, shares drop as forecast disappoints
Shares of Bumble Inc. slid after hours on Tuesday after the dating app forecast first-quarter sales that missed Wall Street’s expectations, as it tries to reinvent itself to help users better connect.MarketWatch - 1h -
Dell expected to provide lower guidance next week, but AI servers remain a big bright spot
Here’s why one analyst advises, “Don’t bet against Michael Dell.”MarketWatch - 1h -
Nvidia’s stock is climbing again, and this overlooked reason is helping
Nvidia’s stock has retraced more than 90% of what it lost during the post-DeepSeek dive.MarketWatch - 2h -
Should you be worried about Elon Musk’s DOGE accessing your Social Security information?
Attempts by the so-called Department of Government Efficiency, or DOGE, to seek access to the Social Security Administration’s database have sparked concern that it could compromise people’s ...MarketWatch - 2h -
MicroStrategy has cut 20% of its workforce as its bitcoin buying multiplies
MicroStrategy, now doing business as Strategy, has been buying so much bitcoin that it now reports when it didn’t buy any.MarketWatch - 2h
More in Business
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Dickson Despommier, Who Championed Farming in Skyscrapers, Dies at 84
A microbiologist, he popularized “vertical farming” — raising crops in tall buildings — to remediate climate change and feed more people.The New York Times - 21m -
China deal-making ramps up after years of decline as domestic companies prepare for Trump tariffs
China is starting to see a rebound in M&As as government stimulus measures start to bear fruit and pressure from Donald Trump's tariffs drive consolidation.CNBC - 23m -
Brazil charges ex-president Bolsonaro over coup plot
Attorney-general accuses hard-right politician in connection with plan to assassinate rival LulaFinancial Times - 30m -
In an Email to Customers, Humane Delivered a Brutal Lesson in Failure
The company told customers their $700 Ai Pins would no longer be supported.Inc. - 52m -
Bumble investors shrug off revamp, shares drop as forecast disappoints
Shares of Bumble Inc. slid after hours on Tuesday after the dating app forecast first-quarter sales that missed Wall Street’s expectations, as it tries to reinvent itself to help users better connect.MarketWatch - 1h