As the artificial intelligence (AI) revolution enters its third year, certain Wall Street analysts expect Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) to make history by becoming the first $4 trillion companies.

Here’s why this story is so treacherous from a standpoint if you’re betting against US AI and companies like Nvidia.

Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.

The selloff​ extended to shares of natural-gas producers, pipeline operators, mining companies​, and electricity generators.

Optimists looking for an encore performance from Wall Street were handsomely rewarded in 2024. Last year, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all achieved multiple record-closing highs and ended higher by 13%, 23%, and 29%, respectively.

With Tesla set to release its latest quarterly earnings report, Wall Street thinks the stock can keep rising on a "golden age" for automation and AI.

The emerging, cost-effective Chinese AI alternatives have prompted US President Donald Trump to say it is a wake-up call to Silicon Valley.

As the global tech sector was catching up to the disruption caused by DeepSeek’s r1 AI model, Chinese e-commerce giant Alibaba announced its brand new Qwen 2.5 AI model on the first day of the Lunar New Year. The Qwen 2.5 is pre-trained on large-scale multilingual and multimodal data and rivals DeepSeek’s AI model.

The messaging was rolled out on platforms such as X and META.O Facebook and Instagram, as well as Chinese services Toutiao and Weibo, Graphika said.

Wall Street is mainly focused on Apple's iPhone sales in China and any guidance related to its March quarter, which could include iPhone SE4 sales.

The AI frenzy that has reshaped the tech world and commanded the attention of Wall Street took an anxious turn Monday after a Chinese upstart burst onto the scene, dazzling early users and ...

Wall Street analysts appeared to breathe a sigh of relief after Apple's first quarter earnings modestly beat analysts’ forecasts and the company’s explanation of falling iPhone sales in China eased their anxieties.