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Investors are jittery over three big concernsChina's DeepSeek shaking up AI demand, a potential shift from GPUs to ASICs, and ...

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 ...

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 ...

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, ...

Thanks to the emergence of Chinese artificial intelligence (AI) upstart DeepSeek, tech sector darlings have had a sedated ...

OpenAI is entering the final stages of designing its long-rumored AI processor with the aim of decreasing the company's ...

Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...

Nvidia's Stock Just Did Something It Hasn't Done in a Year. Here's What History Says Happens Next.