Nvidia Stock: Deep Capex Analysis Shows Compute Clusters As The AI Moat
Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...
3 reasons why Nvidia is under-performing the S&P 500 into earnings
In a note on Monday, EvercoreISI analyst Mark Lipacis points to three reasons for the weakness after talking with clients. They include: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts ...
Nvidia added to Tactical Outperform by Evercore ahead of Q4 results
Nvidia (NVDA) was added to the Tactical Outperform list at Evercore ISI on Monday ahead of its fiscal fourth-quarter results, ...
Three reasons why Nvidia is underperforming the S&P 500 going into its earnings
Nvidia (NVDA) investors are navigating through an un-Nvidia-like start to the year. Shares of the AI chip darling are off by 3.3% this year, lagging all three major US indices, which have notched ...
Nvidia (NASDAQ:NVDA) AI Server Partner Foxconn Posts Stronger January Sales
Foxconn, the main supplier of Nvidia (NVDA) AI servers and maker of Apple (AAPL) iPhones, is still benefitting from the artificial intelligence spending boom as it signals a stronger start to the year ...
Barchart on MSN1d
Dear Nvidia Stock Fans, Mark Your Calendars for February 26
Nvidia’s (NVDA) hold over the artificial intelligence (AI) chip market has been stellar, and its GPUs fueled a revolution that sent the stock soaring 179% in 2024, making it the best performing in the ...
Nvidia sell-off hasn't rocked this bull looking for a nearly 60% pop in the AI darling
BofA's Vivek Arya reiterated Nvidia as his top pick for 2025 on Tuesday, ahead of a potentially catalyzing earnings report on ...
CRN11d
Intel Cancels Falcon Shores AI Chip To Focus On ‘Rack-Scale Solution’
Intel said it no longer plans to sell its next-generation Falcon Shores AI accelerator chip that was due later this year so ...
One reason Nvidia looks like a bargain stock following the DeepSeek news
The news that DeepSeek was able to develop generative AI technology for far less money than OpenAI spent on ChatGPT has investors concerned that the hardware build-out that enabled Nvidia's stunning ...
Gulf Business14d
Nvidia shares tank as DeepSeek triggers AI selloff
Shares of Nvidia, the poster child of the AI boom in ... Tech heavy South Korean and Taiwan markets are closed for Lunar New Year. The selloff has brought into the spotlight the crowded ...
Business Insider14d
Nvidia and the market's favorite tech darlings are getting crushed by DeepSeek's AI push
The sell-off has ensnared megacap giants such as Nvidia and Microsoft ... through $300 billion in capital expenditure over the year. DeepSeek started roiling equity futures over the weekend ...
MarketWatch14d
DeepSeek story is bad news for Nvidia and the microchip makers. It may be worse for these stocks.
It feels like this day was always going to come — when all the artificial-intelligence names collapse — but one might have imagined it would come from, say, a profit warning from Nvidia.