Topic Memory

DeepSeek

Current signal 2.0 with 4 archived momentum points.

Topic Keydeepseek-v4-huawei Stories1 Pulse Items0 Category MixChips 1

Cluster

DeepSeek Signal

Trusted sources

74 Avg Signal
13 Verified
100% Linked
reuters.com 7x · 17/20
techcrunch.com 6x · 14/20
cnbc.com 5x · 8/20
fortune.com 4x · 8/20
x.com 3x · 10/20

Quick takes

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Trending topics

Google Cloud +3.3

4.0 signal today vs 4.0 over the prior week.
Alphabet +1.7

2.0 signal today vs 2.0 over the prior week.
MilBench +1.7

2.0 signal today vs 2.0 over the prior week.
DigiCert +1.7

2.0 signal today vs 2.0 over the prior week.
Meta +1.7

2.0 signal today vs 2.0 over the prior week.
Microsoft +1.7

2.0 signal today vs 2.0 over the prior week.

Market Pulse

AI Pulse
45/100
bearish

Big Tech earnings split market: Alphabet surges on cloud, Meta/Microsoft slump on capex hikes, NVDA dips on competition fears

META -9.0%
Meta Platforms labs
GOOGL +9.4%
Alphabet labs
NVDA -4.1%
NVIDIA chips
MSFT -5.8%
Microsoft labs
AMZN +1.0%
Amazon labs

Recurring Movers

META 10 hits · -2.5%
GOOGL 10 hits · +3.5%
NVDA 8 hits · +1.8%
MSFT 6 hits · -1.0%

Recent headlines

Thu, Apr 30
Big Tech's AI Capex Explodes to $725B But Faces New Bottleneck Beyond Chips

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 Wed, Apr 29
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 Tue, Apr 28
OpenAI Misses Revenue and User Targets as CFO Warns of Unsustainable Compute Costs

Big Tech

 Mon, Apr 27
DeepSeek Releases V4 Flagship Models: World-Class Reasoning at Rock-Bottom Prices

Models

 Sun, Apr 26
How Do You Measure A.I. Firms’ Gargantuan Energy Plans? In ‘Bragawatts.’

Energy

 Sat, Apr 25
OpenAI CEO Sam Altman Apologizes to Community for Failing to Report Mass Shooting Suspect Flagged on ChatGPT

Policy

 Fri, Apr 24
Google Plans to Invest Up to $40 Billion in Anthropic, Deepening AI Partnership

Big Tech

 Thu, Apr 23
OpenAI Releases GPT-5.5: New Frontier Model for Agents, Coding, and Complex Work

Models

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