Chinese artificial intelligence (AI) startup DeepSeek revealed shocked U.S. investors with claims it built its models at a fraction of the cost and with lower-tier chips. Companies like Microsoft (MSFT),
Key Takeaways Despite the success of a Chinese start-up's $6 million AI model, tech giants Microsoft, Alphabet, Amazon and Meta are unlikely to change their plans to spend hundreds of billions of dollars on AI infrastructure this year,
Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking profits.
Below is Validea's guru fundamental report for ORACLE CORP (ORCL). Of the 22 guru strategies we follow, ORCL rates highest using our Multi-Factor Investor model based on the published strategy of ...
President Donald Trump has denied holding talks with Oracle (ORCL) about a TikTok deal, saying that he has “spoken to many people about
The joint venture between Oracle (ORCL), SoftBank (SFTBY), and OpenAI is intended to ... With this in mind, “Strong Buy”-rated Nvidia (NVDA) and Alphabet (GOOGL) are worthy buys here. Santa Clara-based Nvidia (NVDA) almost needs no introduction.
TikTok has announced that it will cease operations in the U.S. on Sunday, unless the Biden administration provides assurances to tech giants.
Broadcom Inc. (AVGO), and Motorola Solutions (MSI). This theme touches a select group of stocks in almost every industry. We have built two investment products that leverage this theme: a UIT with our partner SmartTrust and a Separately Managed Account that is on several platforms.
Cloud computing giant Oracle (NYSE: ORCL) has delivered impressive gains in the past year, rising more than 48% on the market as compared to the 25% gains registered by the Nasdaq Composite index over the same period (as of this writing).
In a report released on January 29, Brad Erickson from RBC Capital maintained a Buy rating on Alphabet Class A (GOOGL – Research Report), with
This morning search giant Google announced a “voluntary exit program” for employees working in the Platforms & Devices group, which is the
Which stocks could be helped or hurt the most by DeepSeek? Seeking Alpha analysts Joe Albano, Michael Del Monte and Harrison Schwartz weigh in. Read more here.