HHS7h
The Fallout on AI Chipmakers, Infrastructure From DeepSeek
DeepSeek's entry into the AI market triggered a ripple effect, with a potential major impact on chipmakers. Shares of Nvidia, ...
Network World12h
FPGAs lose their luster in the GenAI era
FPGAs, notable because they can be reprogrammed for new processing tasks, seem to have lost their luster in the mania around ...
AMD: Playing Second Fiddle To Nvidia Is No Fun (Downgrade)
AMD's cautious outlook and Nvidia's strong position in the AI market as the tech giants focus on AI CapEx investments in 2025 ...
3 reasons why Nvidia is under-performing the S&P 500 into earnings
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 ...
Three reasons why Nvidia is underperforming the S&P 500 going into its earnings
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3 reasons why Nvidia is underperforming the S&P 500 going into its earnings
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AMD: The Market May Be Misjudging--Here's Why
Despite a recent stock price drop, AMD remains a strong buy with growth potential in AI and data centers, positioning it as ...
Evercore sees a buying opportunity in Nvidia stock after DeepSeek sell-off
Investing.com -- The recent sell-off in Nvidia (NASDAQ: NVDA) stock, triggered by concerns over Chinese startup DeepSeek’s ...
Lawyer Monthly23h
AI Stocks Poised for Explosive Rally After DeepSeek's Game-Changing Breakthrough
Analysts predict hidden AI stocks will rise as DeepSeek’s breakthrough boosts demand for AI networking infrastructure.