An Evercore analyst expects an upbeat earnings report later this month and runs down why DeepSeek fears seem overdone.
Big Tech companies are gearing up for an artificial intelligence (AI) arms race, and the price tag is staggering. In 2025, ...
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Shares of Nvidia Corp. gained on Wednesday after a key partner, Super Micro Computer Inc., said its new AI data center ...
Nvidia shares rebound Shares in Nvidia picked up after a key partner, Super Micro Computer, said its new AI data centre ...
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 (NASDAQ: NVDA) stock surged 5.35% to $124.83 on Wednesday, fueled by strong capital expenditure commitments from major ...
DeepSeek quickly gained attention from investors, raising serious questions about Nvidia’s long-standing dominance in the AI ...
Advanced Micro Devices (AMD 4.58%), and Micron Technology (MU 0.82%) plunged on news that a Chinese start-up called DeepS ...
Alphabet CEO Sundar Pichai said that the internet ad giant's relationship with Nvidia remains strong and it has the first customer using Blackwell. "Just last week we were the first to announce a ...
Nvidia (NASDAQ: NVDA) soared 171% last year and has established itself as a leader in one of today's highest-growth areas: ...
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