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

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

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...

One of Wall Street's biggest Nvidia (NVDA) bulls is standing pat in the face of a fierce sell-off in the stock. BofA's Vivek ...

Nvidia was gaining early on Wednesday after Google-parent Alphabet committed to spending on artificial-intelligence ...

Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — 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 ...

Tech giants focus on AI integration in their products, with Apple leading in AI product discussions. Nvidia is speaks ...

U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...

Advanced Micro Devices delivered record Q4 revenues and EPS, but the stock dropped. See why I rate AMD a strong buy.

Alphabet is shrugging off concerns sparked by DeepSeek over AI spending, boosting its capital expenditures to a whopping $75 ...

Shares of several tech companies specializing in artificial intelligence products soared Wednesday after Google parent Alphabet said it plans to ramp up spending on AI.