Sources telling CNBC’s David Faber that Softbank plans to invest $40B in OpenAI in a deal that would place the generative AI startup at a $300B post-money valuation. We look at the latest sign that big tech is not slowing down on their AI investment post-DeepSeek, and their strategy going forward.

The dollar is up nearly 5% over the past six months, causing headwinds for tech giants who make a substantial portion of their revenue overseas. We look at what the shift means and what we’re hearing about it from the Magnificent 7 as they report earnings.

Perplexity CEO and Co-Founder Aravind Srinivas is making the case for why his startup is the best positioned to take over TikTok U.S. operations. Plus, what people get wrong about the difference between DeepSeek the app, and DeepSeek the model as security concerns grow.

Google parent company Alphabet hitting a record high ahead of reporting today even as China hits the tech giant with an antitrust probe. We look at what investors will be looking for in Q4 results, including AI plans as the race for the best AI product rapidly changes shape.

OpenAI CEO Sam Altman saying in a Reddit AMA Friday that his company has been ‘on the wrong side of history’ on open source AI as DeepSeek continues to roil the race. Plus, Ontario Premier Doug Ford scraps a Starlink deal as Elon Musk’s companies begin to be targeted in retaliation to Trump’s tariffs.

Chinese startup DeepSeek sparking a sell off this week that sent Nvidia and Microsoft shares slipping downward. We look at how even as the new open-source model poses a threat to big tech, major AI companies are quickly embracing DeepSeek’s reasoning model.

Tech stocks mixed today as the AI trade tries to adjust to a new normal post-DeepSeek. We look at why the AI race will never be the same, and why OpenAI is accusing DeepSeek of training off their models.

DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says there are very few losers from the breakthrough. Plus, we talk to Kyle Bass about DeepSeek changes the state of the AI arms race between the U.S. and China.