Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market players.

U.S. equity markets are set to open deep in the red as investors begin to digest the significance of DeepSeek’s AI reasoning model R1.

So our plan here is to place a moderately bearish bet on Nvidia expiring at the end of February, and then a more aggressive bearish bet against it expiring in September, after Nvidia's August earnings report. If you are subscribed to our trading Substack, you can check your email for the specific trades. If not, you can subscribe below.

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

Chinese AI startup DeepSeek's release of new AI models spurred a selloff in U.S. tech stocks, but some investors think the competitive concerns may be overblown.

Elon Musk, who is developing his own AI model, questioned whether Silicon Valley’s new Chinese rival had made up claims of being more efficient.

The Chinese start-up DeepSeek’s latest large language model has been described as a ‘Sputnik moment’ for the American tech industry

Nvidia (NVDA) stock dropped nearly 17% Monday, leading a sell-off across chip stocks and the broader market after a new AI model from China's DeepSeek raised questions about AI investment and the rise of more cost-efficient artificial intelligence agents.

DeepSeek, the Chinese artificial intelligence startup that sent tech stocks reeling this week, sparked fresh concerns about U.S. companies losing

The Nvidia GeForce RTX 5080 is built on a new architecture, using one of the company’s new Blackwell RTX 50 GPU designs. While the RTX 5090 is rumored to use a large new chip, codenamed GB202 ...

DeepSeek is a cheaply built artificial intelligence language model which outperforms American versions in some measures