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Companies central to the AI race are now cheaper than before ChatGPT’s release kicked off the stock market scramble
A US software company has had a rocky few weeks, but AI will increase demand for its products
Tesla and Palantir lose ground even as the US president lends his support
The private data centre company is listing just as semiconductor shares are falling
The internet's rollout was built on its technology and now it's branching out into software services
After a period of remarkable growth, can the AI semiconductor company face down new threats?
Earnings updates combined with the DeepSeek saga are shifting the narrative
Palantir, like Tesla, is benefitting from its proximity to the levers of power in the US. But the investment case is different
The Squeeze: Not everyone is convinced simply spending more on tech is the right solution
American tech giants believe they just need more computers to build better AI – but China's DeepSeek has other ideas