While AI stocks may rebound from their DeepSeek-induced market sell-off, the U.S. clearly faces a threat from China in artificial intelligence. What you should know.

SoftBank reportedly is in talks to invest up to $25 billion in OpenAI and become the ChatGPT creator’s largest investor.

SoftBank is reportedly considering a historic $25 billion investment in OpenAI, which could surpass Microsoft's stake and position SoftBank as the ChatGPT maker's largest investor.

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The partnership that launched the AI boom has been strained by disagreements over computing resources.

Wall Street and Silicon Valley were in a tailspin on Monday due to the stunning rise of DeepSeek – a Chinese artificial intelligence startup that claims to have developed an advanced model at a

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this

Microsoft (MSFT) is scheduled to report results of the second quarter of its fiscal year 2025 after the market close on Wednesday, January 29,

Brian Colello at Morningstar maintained his target price of $130 per share on Nvidia stock following the DeepSeek news. "We doubt the leading cloud vendors and AI builders will pause their plans," he wrote in a note to clients. "We still think tech firms will continue to buy all the GPUs they can as part this AI gold rush."

Allurion stock soars on weight-loss therapy update. Stardust Power breaks ground on Oklahoma lithium refinery. OpenAI launches shopping agent Operator; Etsy, eBay tick higher.

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.