Oracle Corporation (NYSE:ORCL) lost around $70 billion in market share after the stock price was down 14%. The firm has been making heavy investments in developing data centers in a bid to compete with big players like Amazon, Microsoft and Google.

Oppenheimer analysts view the news that DeepSeek, an open-source Chinese large language model, is outperforming OpenAI’s models at a fraction

Here is a minute's worth of news that is driving the market. Netflix (NFLX) shares are soaring on better-than-expected fourth quarter earnings. The streamer also added a whopping 18.9 million subscribers in the quarter.

The surge comes as the S&P 500 and Nasdaq Composite lost 1.8% and 3.2%, respectively. Oracle was hit by the big news of the day -- the revelation of the latest version of the Chinese artificial intelligence (AI) model DeepSeek -- as well as complications with President Trump's AI initiative.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this

Overall, the analysts view DeepSeek’s emergence as a “negative for AI training and positive for inferencing infrastructure”, highlighting potential beneficiaries such as NET, DOCN, and EQIX.

Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services, has been making significant strides in the rapidly evolving technology landscape. With a substantial market capitalization of $514.

Software stocks are rallying sharply after Monday’s DeepSeek-induced decline, with significant volume-driven moves across the sector. The IGV Software (ETR:SOWGn) ETF traded at 190% of its average volume,

TikTok's fate remains uncertain as Apple, Google, and Oracle have differing approaches due to their interests. Trump's support for Oracle and potential buyers adds to the drama.

AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.

"This will be a defining year for AI," Zuckerberg said in a Facebook post. "Over the coming years, it will drive our core products and business."

Stock futures are pointing to a mixed open for major indexes Tuesday as the market steadies itself after yesterday's sharp downturn.