An Evercore analyst expects an upbeat earnings report later this month and runs down why DeepSeek fears seem overdone.

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

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 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 ...

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

Today is the RTX 5090 and RTX 5080 launch day, with both Nvidia's first RTX Blackwell graphics cards going on sale today at ...

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 ...

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 ...

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 ...