Tech giants around the globe were rattled on Jan. 27 after Chinese AI start-up DeepSeek unveiled an impressive, low-cost artificial intelligence (AI) model, sparking widespread concerns about the scale of investment being poured into expensive hardware and data centers.
US-listed shares of tech giants Nvidia, TSMC, and others are gaining some lost ground after China's DeepSeek rattled stock markets.
Artificial Intelligence (AI) is an unstoppable trend. The US will remain strong, not just with OpenAI. Since DeepSeek has broken through the existing frameworks of Chinese enterprises and operates on an open-source model,
Despite a high valuation level, TSMC's predictable earnings growth and dominance in AI-related technologies provide the stock with plenty of upside potential.
Artificial intelligence (AI) was the driving force behind many of the stock market's biggest winners in 2024. As big tech companies spend more and more on building out AI data centers and training large language models, several AI infrastructure companies are poised to continue benefiting throughout 2025.
Stargate appears to be another huge AI data center project on the horizon. Nvidia and TSMC will both benefit from the number of AI chips needed for this venture. The project, meanwhile, will help Oracle become a much bigger player in cloud computing.
Artificial intelligence (AI) investing has been in the spotlight for the past two years, and nothing should change that in 2025. Three stocks that I think could see massive returns in 2025 are Nvidia (NASDAQ: NVDA),
Taiwan Semiconductor Manufacturing Company reported robust 4Q24 earnings. Read more to see what makes TSM stock a top pick for AI investors.
TSMC is the only company in the world that can make chips at the small dimensions that enable the manufacturers of these end products to be competitive.
TSMC is at the center of AI growth, with the US relying on its chips. Read why TSM stock is a strong hold, as its success is key to US AI leadership.
Why it matters: This affects sentiment as to TSMC’s earlier guidance of a mid-40s five-year AI revenue compound annual growth rate. DeepSeek’s model exacerbated concerns as to whether adding ...
TSMC reported record profits for the fourth quarter of 2024, fueled by booming demand for artificial intelligence (AI) chips.