Hedge funds were already waiting to see if a U.S.-fostered, home-grown artificial intelligence boom would continue as China's new AI model was emerging to challenge U.S. dominance in the sector, a ...

Michael Dell thinks his fellow technology founders need more tailored advice. BDT & MSD, the merchant bank whose advisory board he chairs, is expanding its business to help them get it. The firm is ...

according to analysts at Goldman Sachs. DeepSeek roiled global markets earlier this week when it said its AI model could offer similar performance to OpenAI's ChatGPT despite using less-advanced ...

Microsoft (NASDAQ:MSFT) has lagged behind the NASDAQ over the past year but is off to a strong start in 2025, outperforming ...

In this article, we discuss the 35 AI superstar stocks according to Goldman Sachs. In September 2024 ... of dollars in AI infrastructure. Notably, OpenAI and SoftBank recently committed $19 ...

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever, trailing only a ...

Investors should be on high alert for more AI-stock weakness after DeepSeek disrupted markets and sent shares tumbling.

Matt Levine is a Bloomberg Opinion columnist. A former investment banker at Goldman Sachs, he was a mergers and acquisitions ...

"Goldman Sachs was always planning to focus on AI and ... get a best in class LLM without the cost of a hosted solution like OpenAI / Anthropic," says Sarkar. Another senior cybersecurity leader ...

SoftBank is in talks to inject up to $25 billion directly into OpenAI, positioning the Japanese tech conglomerate to become ...