This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new Blackwell architecture will give test-time scaling -- a technique that allows a model to think over a problem -- on models like DeepSeek R1 "a giant boost," Nvidia says.

Chuck Zodda, managing partner and Chief Investment Officer from the Armstrong Advisory Group discusses the dip of tech stocks, especially Nvidia after the announcement of Chinese AI start-up DeepSeek.

DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model for a fraction of the cost.

A warning of a U.S. stock market bubble, advises diversification into value stocks, commodities, and international equities to mitigate risk.

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

One of the biggest stories from last week underscores just how critical AI has become—not just for Silicon Valley, but for America’s national security.

Nvidia stock dropped as much as 5% in early trading Monday, extending the prior week’s declines as investors reacted to Trump’s new tariffs. US president Donald Trump on Satur