The Wall Street Journal first reported that OpenAI and Microsoft are investigating whether DeepSeek made unauthorized use of OpenAI’s data output to train DeepSeek’s competing

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.

Apple could be forced to detail more of its AI activity, after a proposal asks shareholders to expose whether Apple is truly working ethically in the field when training Apple Intelligence.

OpenAI’s ChatGPT is leading a major surge in spending on artificial intelligence apps and services on smartphones.

While companies like DeepSeek may find success in certain market segments, they face an uphill battle against this massive capital advantage. In other words, claims that demand for Nvidia's premium chips will collapse simply don't align with market realities and the trajectory of AI development.

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for overall quarterly revenue and increasing use of its cloud services for artificial intelligence.

DeepSeek topped the Apple App Store chart and sparked fears the Chinese company was quickly catching up with OpenAI's ChatGPT while costing far less.

Stiffer competition for the tech giants at the forefront of the artificial intelligence boom prompted investors to reassess the companies’ sky-high valuations.

NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US stock history.

With the market just hitting new all-time highs and the average market valuation at the upper end of the historical range, some may think there aren't any bargains left to buy. But that's usually never true,