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 ...
Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding ...
Investing.com -- The recent sell-off in Nvidia (NASDAQ: NVDA) stock, triggered by concerns over Chinese startup DeepSeek’s ...
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Nvidia shares edged lower in early Monday trading following a report that suggested OpenAI, the Microsoft-backed creator of ...
This week - early enterprise use cases for agentic AI are coming in. We also have a fresh take on the DeepSeek (and NVIDIA) market correction. Custom development needs another look, as does ERP ...
Despite supplying some of the world's most sought-after chips, Advanced Micro Devices (NASDAQ: AMD) has declined 49% since it ...
AMD's Q4 report showed mixed results, but the company is poised for strong future growth. See why I remain very bullish on ...
Financial writer warns of Super Micro's declining market share, credit issues, and pessimistic outlook, advising a Sell ...
Giant tech stocks have dominated investing lately, but there are big risks to holding any concentrated portfolio, despite how ...
Nvidia shares are still down by about 9% since DeepSeek rattled the market, and the stock is currently 13% off its all-time ...
We recently compiled a list of the 12 Best Long-term Stocks to Invest in for High Returns. In this article, we are going to ...