AI infrastructure stocks tumble in double digits, forcing boards to reassess risk, pricing, and dependency on a single compute cycle.

What China’s AI upstart is asserting about cost, compute, and competitive pressure in the US-led chip race.

The WSJ Markets take: fears that DeepSeek would sink U.S. AI leaders were overblown, and markets are moving on.

A fast scan of what moved in tech, media, and telecom, and why operators, investors, and boards should care now.

DeepSeek’s traction is forcing executives to rethink performance, cost, and the chip narrative in the current AI arms race.