Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as ...
Shutterstock The firm concluded that the DeepSeek selloff is a buying opportunity, and maintained Nvidia as a "Top Pick" with ...
Shares of the artificial intelligence (AI) chip leader have been crushed this year, but recent developments suggest the best ...
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 ...
Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...
DeepSeek arrived out of nowhere and upended the entire AI market. We round up the biggest happenings of the past 10 days.
Shares of Alibaba Group ( BABA 1.44%) rose 16.6% in January 2025, according to data from S&P Global Market Intelligence. The ...
Harvey Jones thought his Scottish Mortgage shares were heading for a bumpy ride when DeepSeek emerged last month. Then he had ...
DeepSeek (Chinese AI firm) shocked the world by launching an AI service. Read why safe and steady dividends can deliver ...
Investors initiated a massive Nvidia stock selloff upon the release of DeepSeek, but here's why the Chinese AI might actually ...
Lower construction spending on data centers because of DeepSeek could negatively impact heavy equipment stocks like Caterpillar, JPMorgan said.
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