Nvidia Stock Rises. How TSMC’s Earnings Could Help Shares.
There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.
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 ...