Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...

While international hostilities continue to be a hot topic, Chinese chip makers and cloud service providers appear to be making concerted efforts to support DeepSeek and other locally made AI models.

The emergence of a newly popular artificial intelligence (AI) model from Chinese startup DeepSeek is raising national security and data privacy concerns for the U.S., not unlike those that spurred a ...

If China's DeepSeek AI efficiency claims are to be believed, NVIDIA (NASDAQ: NVDA) may suffer a substantial valuation reset ...

James made an adjustment to the price target for AMD stock, lowering it from $180 to $150, but retained an Outperform rating. Currently trading at $119.50, AMD sits near its 52-week low of $112.80, ...

Let models explore different solutions and they will find optimal solutions to properly allocate inference budget to AI reasoning problems.