Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...
The emergence of DeepSeek and the potential undoing of Nvidia’s dominance, even momentarily, is a stark reminder of the need ...
Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research ...
Investors believe DeepSeek’s AI debut will not impact the Magnificent Seven companies, with 88% of respondents expecting minimal effects on the S&P 500. The survey highlights President Trump’s ...
The introduction of DeepSeek has caused a stock slump among major AI players, led by chipmaker Nvidia (NVDA) , since it could ...
While investors fret about what the arrival of DeepSeek means for their all-in bet on American artificial intelligence ...
Trump administration officials are exploring additional curbs on the sale of Nvidia Corp. chips to China, according to people familiar with the matter.
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
Perplexity CEO Aravind Srinivas purchased more Nvidia shares amid a market downturn triggered by the rise of the Chinese AI app DeepSeek, which caused Nvidia’s stock to plummet 17%.
Conventional wisdom suggests that AI will transform the way we do everything while being immensely profitable for a disparate set of companies all along the AI value chain. In a simplistic value chain ...
Chinese AI startup DeepSeek has shaken up the tech industry with its new chatbot, Deepseek R1, which claims to match or ...
Not unlike many other tech peers, Apple stock is trading at historically high valuations. Shares of Apple are trading at 31.4 ...