Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

U.S.-listed shares of tech giants are gaining some lost ground this morning after a China-based startup shocked the AI world with a powerful LLM. Yesterday, shockwaves rippled across the American tech industry after news spread over the weekend about a powerful new large language model (LLM) from China called DeepSeek.

Broadcom stock is struggling for direction Tuesday after the chipmaker fell sharply Monday following the release of DeepSeek, a cheap AI chatbot.

Broadcom’s business relies heavily on their networking products, which are crucial for data transfer in AI systems. If the market for premium AI chips experiences a downturn, amid the rise of DeepSeek, it could create a domino effect, potentially hurting sales of Broadcom’s supporting technologies and components.

Tesla shares have advanced 50% in the last three months on expectations the company will benefit from the ties between CEO Elon Musk and President Donald Trump, especially where a

Chinese startup DeepSeek’s app has climbed to the top of the iPhone charts as its newest AI assistant showed competitive performance against rivals like OpenAI and Meta.

Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips

The tech earnings season commences on Wednesday with reports from Meta, Microsoft, and Tesla, followed by Apple on Thursday.

Worries about the implications of AI advancements from Chinese startup DeepSeek hit tech stocks hard on Monday, with Nvidia and Broadcom in particular sinking more than 17%. But such panic selling looks overblown,