Tiger Brokers market strategist James Ooi argues that DeepSeek will benefit Nvidia (NVDA) sales, even after the Chinese ...
Nvidia has gained after Amazon, Google, Microsoft and Meta Platforms guided for around $325 billion in capital expenditures ...
AMD sparked the rivalry by releasing benchmark results that showed its RX 7900 XTX outpacing NVIDIA’s RTX 4090 and RTX 4080 ...
Inside OpenAI, the training-focused chip is viewed as a strategic tool to strengthen OpenAI's negotiating leverage with other ...
Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...
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Is the promise of the AI-growth story enough to keep investors hooked on the Mag 7 or has DeepSeek impacted their appeal?
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 a recent stock price drop, AMD remains a strong buy with growth potential in AI and data centers, positioning it as ...
Artificial intelligence (AI) has probably been the hottest investment theme on the planet over the past year. You can go to ...
Investing.com -- The recent sell-off in Nvidia (NASDAQ: NVDA) stock, triggered by concerns over Chinese startup DeepSeek’s ...
Stanford’s S1 and Berkeley’s TinyZero are just two recent examples of how researchers are increasingly using Alibaba tech to ...