An Evercore analyst expects an upbeat earnings report later this month and runs down why DeepSeek fears seem overdone.

Intel data center and AI boss Justin Hotard is leaving to become Nokia’s next CEO—a move that happened not long after the ...

Wall Street investment bank Evercore ISI (EVR) is pounding the table on Nvidia (NVDA) stock ahead of the chipmaker’s upcoming ...

Tesla completed the deployment of its 50,000 Nvidia H100 GPU training cluster during Q4 2024. First reported by TechCrunch, ...

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 ...

Investing.com -- The recent sell-off in Nvidia (NASDAQ: NVDA) stock, triggered by concerns over Chinese startup DeepSeek’s ...

Is the promise of the AI-growth story enough to keep investors hooked on the Mag 7 or has DeepSeek impacted their appeal?

Financial writer warns of Super Micro's declining market share, credit issues, and pessimistic outlook, advising a Sell ...

As Big Tech earnings season enters full steam, DeepSeek AI is either a bright spot — touted by CEOs as proof of their company’s potential in the booming AI market — or a blemish best left unmentioned.

Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion this year into AI advancement technologies.

Even after Broadcom's share price surge over the past few years, its stock looks well-priced, considering its growth ...

Investors still worrying about chip stocks in light of fears of lower spending on AI can breathe a sigh of relief now that Amazon has joined in with three other Big Tech companies committed to massive ...