Tech giant Oracle (ORCL) recently revealed its latest AI agents that are designed to support supply-chain workers in various roles, from

Chinese artificial intelligence (AI) startup DeepSeek revealed shocked U.S. investors with claims it built its models at a fraction of the cost and with lower-tier chips. Companies like Microsoft (MSFT),

Oracle Corporation (NYSE:ORCL) lost around $70 billion in market share after the stock price was down 14%. The firm has been making heavy investments in developing data centers in a bid to compete with big players like Amazon, Microsoft and Google.

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

Oracle’s announcement comes after the company’s chairman, Larry Ellison, joined OpenAI CEO Sam Altman and SoftBank CEO Masayoshi Son to announce their joint Stargate Project. The venture seeks to spend as much as $500 billion constructing AI data centers across the US.

Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking profits.

Here is a minute's worth of news that is driving the market. Netflix (NFLX) shares are soaring on better-than-expected fourth quarter earnings. The streamer also added a whopping 18.9 million subscribers in the quarter.

Oppenheimer analysts view the news that DeepSeek, an open-source Chinese large language model, is outperforming OpenAI’s models at a fraction

The Federal Trade Commission has sent a letter with questions to Temu and spoke with representatives of the PDD Holdings (PDD)-owned site on

Shares of Oracle (NYSE: ORCL) are sinking Monday. The firm's stock had lost 14.2% as of 2:45 p.m. ET, but was down as much as 15.5% earlier in the day. The surge comes as the S&P 500 and Nasdaq Composite lost 1.

Overall, the analysts view DeepSeek’s emergence as a “negative for AI training and positive for inferencing infrastructure”, highlighting potential beneficiaries such as NET, DOCN, and EQIX.

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,