Evercore ISI analyst Mark Lipacis is shrugging off Wall Street's concerns about Nvidia Corp.'s stock as he recommends buying it ahead of the company's earnings report.

SMCI will provide a business update on Feb. 11 and regulatory disclosures on Feb. 25, which will impact the stock's future.

Investors are jittery over three big concernsChina's DeepSeek shaking up AI demand, a potential shift from GPUs to ASICs, and ...

If the GPU at the heart of the RTX 5070 Ti can deliver the same level of overclocking it does with the RTX 5080 we could have ...

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 ...

Despite supplying some of the world's most sought-after chips, Advanced Micro Devices (NASDAQ: AMD) has declined 49% since it ...

Despite DeepSeek's success, Nvidia remains a force to reckon with in the global AI market. However, many industry experts are ...

In Q3 FY2025, it reported $35.1 billion in revenue. up 94% year-over-year, with data center revenue up 112% to $30.8 billion. Non-GAAP EPS reached $0.81 and grew 103% year-over-year. These results ...

Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected to commence soon.

Nvidia shares rebound Shares in Nvidia picked up after a key partner, Super Micro Computer, said its new AI data centre ...

NVIDIA (NASDAQ: NVDA) stock surged 5.35% to $124.83 on Wednesday, fueled by strong capital expenditure commitments from major ...

Nvidia’s (NVDA) shares experienced a notable boost on Wednesday after Super Micro Computer, a key partner, announced that its ...