Meta Platforms and most other U.S. stocks are rising Thursday following a rush of profit reports from some of the country’s most influential companies, but drops for Nvidia and Microsoft are keeping the market in check.

Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".

Alex Stamos, SentinelOne chief information security officer, outlines the security concerns related to DeepSeek's app and the safety of their open-source code. He joins Caroline Hyde and Mike Shepard on "Bloomberg Technology" to discuss.

The Chinese startup DeepSeek shook up the world of AI last week after showing its supercheap R1 model could compete directly with OpenAI’s o1. While it wiped nearly $600 billion off Nvidia’s market value,

DeepSeek is the biggest story in AI since ChatGPT hit the market. It showed up out of the blue and beat out the best AI models on the market at a fraction of the cost. However, it’s mostly known for the controversies that are piling on.