Nvidia to report earnings amid infrastructure spending, DeepSeek concerns
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips. TD Cowen’s Michael Elias said his team’s finding points to “a potential oversupply position” for Microsoft. Shares of Nvidia fell 4% on Friday.
Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are ...
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Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...
Long a Wall Street favorite, Nvidia has not outperformed the broader market recently, falling 3% over the last six months, ...
What happens with Nvidia matters for the entire U.S. stock market. The chip company has grown into the second-largest company ...
Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
Rivals are still digesting the implications of R1, which was built with less-powerful Nvidia chips but is competitive with ...
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