Bernstein analyst says DeepSeek's AI is increasing compute demand. Nvidia's Jensen Huang echoed a similar view at the annual GTC event. Stacy Rasgon remains bullish on AI stocks amidst ongoing ...

President Trump is considering lowering tariffs on China to encourage the sale of TikTok to a U.S. company. TikTok was banned in the U.S. due to national security concerns, but the ban was ...