What is DeepSeek, and why is it causing Nvidia and other stocks to slump?
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
Prediction: ASML Will Beat the Market. Here's Why.
It's only February, but it's already been a wild year for semiconductor stocks. The launch of a new chatbot from Chinese AI ...
Hosted on MSN22d
DeepSeek is a friend not a foe, says ASML chief executive
ASML (AMS: ASML) chief executive Christophe Fouquet remains bullish as ever on AI spending even after DeepSeek launched a new model that rivals OpenAI in performance but costs only a fraction.
ASML order boom reassures investors after DeepSeek sell off
Top computer chip equipment maker ASML ASML.AS reported fourth-quarter bookings on Wednesday that far exceeded expectations, as a boom in AI drove demand for its most advanced equipment.
Seeking Alpha19d
ASML: DeepSeek Impact Exaggerated, Strong Buy
ASML benefited from strong order inflows in Q4, and the confirmed outlook for FY 2025 indicates that the market overreacts to the DeepSeek news. ASML's earnings multiplier was compressed down to ...
MarketWatch22d
ASML stock recovers from DeepSeek turmoil after surge in orders
ASML stock is now back to where it was before the furor over Chinese artificial-intelligence chatbot DeepSeek erupted after the maker of advanced microchip-making equipment reported much stronger ...
Seeking Alpha25d
ASML Could Surge From DeepSeek Revelations
Open-source AI models like DeepSeek-R1 democratize AI, increasing demand for advanced chips and benefiting ASML's specialized EUV lithography tools. ASML's robust financials, including a strong ...
Reuters22d
ASML CEO makes case that DeepSeek is positive for chip demand
AMSTERDAM, Jan 29 (Reuters) - Computer chip equipment maker ASML's (ASML.AS), opens new tab CEO on Wednesday made the case that the advent of efficient AI models such as one China's DeepSeek has ...
DeepSeek became the world's most popular AI term for 24 hours when it caused the biggest drop ever in stock markets
From obscurity to global fame, DeepSeek’s rise spooks global giants It now sits in second position behind OpenAI’s ChatGPT ...
Wall Street Journal22d
DeepSeek Will Be Good for Business, ASML Chief Says
An engineer works on one of ASML's chip-making machines in the Netherlands. (Piroschka van de Wouw/Reuters) DeepSeek prompted a major sell off of tech stocks this week, but ASML's chief says the ...
Chinese AI lab DeepSeek massively undercuts OpenAI on pricing — and that's spooking tech stocks
DeepSeek challenges OpenAI with drastically cheaper models, prompting discussions on the viability of proprietary versus open ...
Morningstar23d
ASML is about to report results. DeepSeek makes it all the more interesting.
In October, ASML forecast 2025 sales between EUR30 billion and EUR35 billion. Analysts at Citi led by Andrew Gardiner say the DeepSeek-fueled decline put ASML at the low end of its 5-year trading ...