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 hiring Ryan Nolan,

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 Goldman Sachs note said.

SoftBank is in talks to inject up to $25 billion directly into OpenAI, positioning the Japanese tech conglomerate to become the ChatGPT maker's largest financial backer, according to initial reporting from the Financial Times on Wednesday evening.

Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock through Wall Street.

The Chinese startup's new model poses some serious questions about the assumptions behind AI investments. But what if that's a good thing for Big Tech?

Lastly, Goldman Sachs pointed out that the market value of Microsoft's investment in OpenAI, estimated between $31 billion and $79 billion, is not fully reflected on the balance sheet. Instead, it only shows the carrying value of the investment.

“They have to produce a lot of electricity and we will make it possible for them to get that production done very easily, at their own plants if they want,” Trump said. “At the AI plant they will build energy generation and that will be incredible.” It’s unclear if building energy operations inside an AI data center is possible in practice.

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

Approximately $1 trillion is set to be spent globally on AI development in the coming years, according to estimates by Goldman Sachs. But DeepSeek developed its AI model for $6 million, according to Wedbush Securities analyst Dan Ives .

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.

Last week, hedge funds fled their bets on tech stocks, a Goldman Sachs (GS.N), opens new tab ... U.S. AI infrastructure after the success of OpenAI's ChatGPT. "Competition from global players ...

Microsoft Corporation MSFT analysts balance the positives and negatives of Azure’s weakness and strength in AI from the company’s quarterly financial results. Morgan Stanley analyst Keith Weiss maintained an Overweight rating on Microsoft and lowered the price target from $540 to $530.