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goldman sachs downgrades super micro computer amid ai market challenges

Goldman Sachs has downgraded Super Micro Computer (SMCI) to "sell," citing risks in the AI server market, increased competition, and low profit margins, with a new price target of $32. Meanwhile, AI startup Fyxer raised $10 million, and major tech firms like Tesla and AMD saw significant stock gains. Apple faces a 21% drop in iPhone shipments in China, while Microsoft and Salesforce are noted for their resilience amid potential software spending slowdowns.
@gurufocus
United States Dollar XIAOMI-W Amazon.com, Inc. Salesforce, Inc. Tesla, Inc. Berkshire Hathaway Inc. Apple Inc. Meta Platforms, Inc. Tesmec S.p.A. Microsoft Corp Google Inc. NVIDIA Corporation AMD/BRX Eli Lilly and Co Super Micro Computer, Inc. Micron Technology, Inc. USA Marc Benioff Marcelo Claure Michael Ng Show more
Business & Industry, Market Report
14:51 25.03.2025

robot developed by unitree offers affordable alternative to macbook

Salesforce CEO Marc Benioff showcased a robot developed by Chinese startup Unitree, claiming it is more affordable than a MacBook. The robot, referred to as the “kung fu bot,” is described as an acrobatic humanoid, with Benioff emphasizing the potential of combining DeepSeek AI with the Unitree G1 for a future of cost-effective robotics.
StartupNews.fyi
Salesforce, Inc. CHN Marc Benioff
Technology & Innovation, Social Media Post
12:15 23.03.2025

Salesforce collaborates with Elon Musk's DOGE team to enhance government efficiency

Salesforce CEO Marc Benioff announced that Elon Musk's Department of Government Efficiency (DOGE) has adopted Salesforce's Slack for team communications, highlighting the potential for improved government efficiency. Despite concerns over government spending cuts, Benioff sees this as an opportunity for automation. He also praised Musk's AI chatbot, Grok-3, for its impressive performance compared to ChatGPT 4o.
article
USA Donald Trump Stephen Ehikian Marc Benioff Elon Musk Show more
Business & Industry, News Article
08:16 27.02.2025

Elon Musk questions DeepSeek AI's credibility amid rising competition

Elon Musk has expressed skepticism about DeepSeek AI, a Chinese competitor to OpenAI, dismissing its claims and innovations on social media. Despite DeepSeek's rapid rise and significant investment advantages, Musk questions its transparency regarding hardware capabilities and mocks its origins, indicating a rivalry between US and Chinese AI firms.
India Today
Salesforce, Inc. NVIDIA Corporation OpenAI ERC USD CHN Elon Musk Alexandr Wang Marc Benioff Show more
Technology & Innovation, Social Media Post
12:40 29.01.2025

elon musk questions deepseek's claims amid us tech market turmoil

China's AI startup DeepSeek has disrupted the tech market with its chatbot, claiming capabilities rivaling those of Google and OpenAI at a fraction of the cost. Despite its rapid rise and significant market impact, Elon Musk remains skeptical, questioning the authenticity of DeepSeek's GPU claims and dismissing its achievements as overstated. The situation has sparked debates about the future of US tech dominance and investment strategies in AI.
economictimes.indiatimes.com
United States Dollar Tesla, Inc. Salesforce, Inc. NVIDIA Corporation OpenAI ERC USD USA CHN Elon Musk Fuli Luo Alexandr Wang Sam Altman Marc Benioff Show more
Technology & Innovation, News Article
09:54 29.01.2025

Elon Musk questions credibility of China's DeepSeek amid US stock market impact

Elon Musk remains skeptical about China's AI startup DeepSeek, which has reportedly caused significant losses in the US stock market. He suggests that DeepSeek may have access to around 50,000 NVIDIA H100 GPUs, contrary to its claim of 10,000, due to US export controls. Musk humorously dismissed the startup's achievements and linked it to concerns over its origins, echoing sentiments about the broader US-China AI competition.
article
United States Dollar NVIDIA Corporation Salesforce, Inc. USA CHN Elon Musk Alexandr Wang Marc Benioff Show more
Technology & Innovation, Social Media Post
04:34 28.01.2025

deepseek disrupts ai landscape challenging us dominance and sparking investor concern

China's DeepSeek has disrupted the AI landscape by surpassing OpenAI's ChatGPT as the most-downloaded free app on Apple's App Store, causing significant market reactions, including a 16% drop in Nvidia's stock. The startup's R1 model, built with just 2,000 Nvidia chips, challenges the notion that AI success relies solely on expensive hardware. As U.S. tech giants scramble to respond, the implications of DeepSeek's rise raise questions about the future of AI innovation and competition.
Yahoo Finance
ASML Microsoft Corporation NVIDIA Corporation Oracle AI USD Salesforce, Inc. USA CHN Elon Musk Donald Trump Marc Benioff Show more
Technology & Innovation, Market Report
19:18 27.01.2025

Elon Musk challenges DeepSeek AI's microchip claims amid rising competition

Elon Musk has raised doubts about DeepSeek AI's claims regarding its microchip usage, suggesting skepticism over the company's assertion that it trained its V3 model with only 2,000 specialized NVIDIA chips, compared to the 16,000 needed for leading models. DeepSeek AI has gained significant traction, surpassing ChatGPT as the top free app on the Apple App Store, which could shift the AI landscape and bolster China's position in the industry. Musk's comments on social media reflect broader concerns about the computing power required for AI advancements and the implications for global competition.
Newsweek
United States Dollar OpenAI ERC USD Apple Inc. NVIDIA Corporation Salesforce, Inc. USA CHN Marc Benioff Alexandr Wang Sam Altman Elon Musk Show more
Technology & Innovation, News Article
17:17 27.01.2025

deepseek disrupts big tech as investors brace for market volatility

DeepSeek, a Chinese AI startup, has unveiled its V3 and R1 large language models, causing a 3% drop in NASDAQ futures as investors react to its cost-effective approach that challenges Big Tech's hefty investments. While DeepSeek's models are impressive, they still fall short of the leading-edge technology from major players like Meta, which has increased its 2025 capital expenditure forecast to $60–65 billion. Analysts advise investors to remain calm, noting that historical trends show tech valuations often rebound strongly after resets, presenting potential buying opportunities amidst current market volatility.
Business Today
United States Dollar Microsoft Corporation Salesforce, Inc. USA CHN Marc Andreessen Marc Benioff
Finance & Economy, Market Report
16:45 27.01.2025

tech giants clash over trumps 500 billion ai investment project

President Trump announced a $500 billion AI project called Stargate, involving OpenAI, Oracle, and Softbank, with an initial commitment of $100 billion. Elon Musk questioned the financial backing of the involved companies, while Microsoft CEO Satya Nadella affirmed his commitment to invest $80 billion in AI infrastructure this year, emphasizing the ongoing partnership with OpenAI despite recent tensions.
CNBC
United States Dollar Tesla, Inc. SoftBank Corp. Microsoft Corporation Oracle AI USD Salesforce, Inc. USA Satya Nadella Elon Musk Marc Benioff Show more
Business & Industry, News Article
15:45 23.01.2025
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