FY2026 beats expectations despite China's $4.5B hit. Click for why NVDA valuation remains attractive with rising consensus ...

We rate Kingsoft Cloud as HOLD due to limited upside, margin pressure, and macro headwinds impacting enterprise cloud growth.

Alphabet ($GOOGL) stock was lower today after a warning that U.S. leadership in AI faces competition from cheaper rivals.

Artisan Partners, an investment management company, released its “Artisan Value Fund” first quarter 2025 investor letter. A ...

Tucked into its quarterly filing, Nvidia for the first time said restrictions on the use of open-source AI models from China could hurt its business.

Management said that sales were hurt by U.S. bans on shipments of its high-end H20 chips to China and that second-quarter ...

While the United States is busy forging alliances and striking high-profile artificial intelligence deals, China is quietly ...

Chinese artificial intelligence startup DeepSeek released the first update to its hit R1 reasoning model in the early hours ...

Nvidia CEO Jensen Huang continued to blast chip export controls on China as a “failure” of U.S. policy as part of the chipmaker’s earnings. He’s wrong.

The Chinese startup DeepSeek said Thursday that its upgraded artificial-intelligence model can perform mathematics, ...

Nvidia's sales surged by 69%, but the company cautioned about escalating US-China tech tensions. Restrictions on Chinese AI ...

On Thursday, Chinese short-video operator Kuaishou Technology released an upgrade for its self-developed AI video-generation tool, known as Kling, just one month after a previous update. Kling AI 2.1 ...