An Evercore analyst expects an upbeat earnings report later this month and runs down why DeepSeek fears seem overdone.
Key Takeaways Nvidia shares gained Monday, leading other chip stocks higher. The surge helped lift the broader tech sector ...
Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...
Artificial intelligence (AI) has probably been the hottest investment theme on the planet over the past year. You can go to ...
While cheap, powerful AI models are a great thing for companies looking to deploy AI, it's potentially terrible news for ...
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 ...
The Nvidia RTX 5090 and 5080 are near-sold out, but Zotac is simply selling directly to consumers through Discord.
Nvidia shares are still down by about 9% since DeepSeek rattled the market, and the stock is currently 13% off its all-time ...
Shares of the artificial intelligence (AI) chip leader have been crushed this year, but recent developments suggest the best ...
Nvidia (NASDAQ:NVDA) stock received quite a shock last week when the Chinese tech company DeepSeek announced that it had ...
Nvidia stock has been hotter than a graphics card running Call of Duty at max settings. With AI, gaming and data centers fueling its meteoric rise, the chip giant has become one of Wall Street’s ...
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...