Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

AI-enabled hedge fund’s Armina Rosenberg says that if DeepSeek truly had access to as many chips as it claims, the breakthrough would have cost about $1 billion.

As stock prices hit record levels, corporate Australia is this month on notice to demonstrate some growth in earnings or see ...

While investors fret about what the arrival of DeepSeek means for their all-in bet on American artificial intelligence ...

“Not only should we look at it through a geopolitical lens, but it should be seen for what it is: it’s a geopolitical play,” ...

The assertions about DeepSeek have sparked concerns over the eyewatering sums tech giants are spending on AI — but many ...

Chinese AI shooting star DeepSeek has made headlines for its R1 chatbot’s supposed low cost and high performance, but also ...

Also in today’s newsletter, OpenAI’s massive new funding round, and India’s Narendra Modi faces tough budget challenge ...

We recently published a list of 10 Unstoppable Tech Stocks to Buy Right Now. In this article, we are going to take a look at ...

Release of Palestinian prisoners released after chaotic scenes in Gaza. A jet with 60 passengers and four crew members aboard collided with an army helicopter.

Sting, Pink, Lady Gaga and other music stars to hold benefit concert for LA fire victims. Added 11 minutes ago ...

Despite the controversy surrounding the Chinese open-source model, it has received the blessing of US companies that say ...