Evercore ISI analyst Mark Lipacis is shrugging off Wall Street's concerns about Nvidia Corp.'s stock as he recommends buying it ahead of the company's earnings report.
Big Tech companies are gearing up for an artificial intelligence (AI) arms race, and the price tag is staggering. In 2025, ...
Investors are jittery over three big concernsChina's DeepSeek shaking up AI demand, a potential shift from GPUs to ASICs, and ...
If the GPU at the heart of the RTX 5070 Ti can deliver the same level of overclocking it does with the RTX 5080 we could have ...
In the past, we've seen other tech companies, such as Microsoft, Amazon, Google, and Meta, create their own AI acceleration ...
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 ...
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Forget DeepSeek, Buy 5 Stocks to Tap Robust AI-Infrastructure SpendingThe U.S. technology sector, especially, the artificial intelligence (AI) space, is back to normalcy after the DeepSeek-led ...
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Despite supplying some of the world's most sought-after chips, Advanced Micro Devices (NASDAQ: AMD) has declined 49% since it ...
Investing.com -- The recent sell-off in Nvidia (NASDAQ: NVDA) stock, triggered by concerns over Chinese startup DeepSeek’s ...
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