ASML, DeepSeek

ASML shares jump as surge in orders defies fears of DeepSeek hitting AI chip demand
Low-Cost AI Models Like DeepSeek to Boost AI Chip Demand Says ASML CEO
DeepSeek’s much-hyped low-cost AI revolution could be a positive for companies supplying the tools for furthering the technology’s adoption,
ASML CEO makes case that DeepSeek is positive for chip demand
ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less
Without addressing the specifics of DeepSeek’s model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in demand for AI chips.
DeepSeek Developed Using OpenAI Data, Alibaba AI Model Better Than DeepSeek, ASML Surges On AI Orders
Data from Meta's AI model also appears to have been used in DeepSeek. Chinese e-commerce giant Alibaba Group Holding Ltd – ADR (BABA) has introduced an AI model that is better than both OpenAI's model and DeepSeek's model.
ASML: It's No Longer Dead In The Water
An analysis of the latest developments in the AI compute industry, including ASML's potential for growth and the impact of President Trump's
Nasdaq 100: ASML’s 9% Surge Lifts Nvidia, AMAT, and Semiconductor Stocks
ASML shares jump 9% as strong chip orders ease AI spending fears. Traders eye semiconductor stocks as demand for high-end chips remains resilient.
DeepSeek is a friend not a foe, says ASML chief executive
ASML chief executive says lower-cost AI models will boost chip demand. He doesn't see DeepSeek as a threat for AI hyperscalers either.
Chinese AI lab DeepSeek massively undercuts OpenAI on pricing — and that's spooking tech stocks
DeepSeek challenges OpenAI with drastically cheaper models, prompting discussions on the viability of proprietary versus open-source AI efforts.
Wall Street Breakfast Podcast: ASML Tops Q4 Estimates, Unveils 2025 Outlook
ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. Microsoft said to be probing if DeepSeek improperly used OpenAI data. SoftBank to invest in Skild AI.
CBS News2d
What is DeepSeek, and why is it causing Nvidia and other stocks to slump?
ASML sank 6%, while Broadcom ... "Last week DeepSeek launched a model that rivals OpenAI's ChatGPT and Meta's Llama 3.1 and was #1 on Apple's App Store over the weekend," Wedbush's Ives wrote.
Tech stocks stage partial recovery after market rout sparked by DeepSeek's rise
Nvidia closed higher on Tuesday as some investors seized an opportunity to buy the chip giant at a discount following its record wipeout on Monday.
AI Daily: Microsoft, OpenAI probe DeepSeek-linked group access to data
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this
Trending tickers: ASML, Alibaba, Crowdstrike, Starbucks and WH Smith
Shares in the Dutch semiconductor company were the number one trending ticker in pre-market trading as it reported better than expected fourth-quarter bookings, on strong demand for its advanced tools.