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

There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.

Artificial intelligence (AI) has probably been the hottest investment theme on the planet over the past year. Companies ...

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 ...

Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...

AMD stock is down as the AI chipmaker beat Wall Street expectations for its top and bottom line numbers, but fell short on ...

Tiger Brokers market strategist James Ooi argues that DeepSeek will benefit Nvidia (NVDA) sales, even after the Chinese ...

Ken Fisher is the founder and executive chairman of Fisher Asset Management, a renowned investment and financial analysis ...

Jon Smith details how much unrealised profit an investor would have from buying Nvidia stock but is cautious about what the ...

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) has gotten off to a bad start on the stock market in 2025, losing more than 10% of its value as of this ...