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Nvidia, DeepSeek and Wall Street

Hosted on MSN · 1h

Why Wall Street Analysts Say Nvidia Could Be a DeepSeek 'Beneficiary’

Key Takeaways This week’s post-earnings losses brought Nvidia's stock near the January lows that came after a DeepSeek-driven plunge. Analysts have largely remained bullish, pointing to Nvidia's strong outlook on the back of growing AI demand.

Barron's on MSN · 1d

Nvidia’s Stock Buybacks Ramped Up After the DeepSeek Hit

The chip maker’s stock plunged after reports about the Chinese artificial-intelligence model raised fears about spending on AI infrastructure.

Cyprus Mail on MSN · 8h

Nvidia’s optimistic forecast fails to convince Wall Street

Wall Street took a dim view of Nvidia’s (NVDA.O) quarterly forecast on Thursday with investors pushing the stock down more than 8 per cent, piling pressure on the “Magnificent Seven” stocks that have garnered market skepticism in the last three months.

Nvidia, AI

Nvidia's earnings to be a test of AI chip demand as DeepSeek sows spending doubts

During a Thursday meeting, Ukraine was told it faced imminent shutoff of the service if it did not reach a deal on critical minerals, a source said.

DeepSeek AI Boom Spurs NVIDIA H20 Chip Sales in China

Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export restrictions.

USA Today · 1d

Nvidia earnings show AI demand robust despite market jitters

While Nvidia delivered a surge in quarterly revenue, it said first-quarter margin would tighten as it ramps production of its new flagship AI chips.

10hon MSN

DeepSeek selloff shows AI's future might not need Nvidia

Nvidia (NVDA) stock took a hit earlier this year after Chinese startup DeepSeek unveiled a low-cost AI chatbot, threatening ...

2hon MSN

DeepSeek: Everything you need to know about the AI chatbot app

DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...

1d

Nvidia CEO says AI models like DeepSeek's R1 need 100 times more compute

Nvidia faces more competition in inference compute.

2don MSN

DeepSeek raises new questions for Nvidia and the tech giants that hoard its chips

DeepSeek shook the market, but companies like Nvidia are still developing AI platforms that foundation models can use to ...

2d

Nvidia Earnings Live: Results Top Expectations on Booming Demand for AI; CEO Huang Says DeepSeek 'Ignited Global Enthusiasm'

The poster child of Wall Street's artificial intelligence craze reported better-than-expected results amid rising investor ...

2d

Nvidia earnings recap: Jensen Huang shouts out strong Blackwell demand and DeepSeek as company beats estimates

NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, ...

2don MSN

Nvidia CEO Jensen Huang shrugs off DeepSeek as sales soar

Nvidia CEO Jensen Huang is more bullish about Nvidia's sales than ever, despite a market panic last month induced by China's ...

21hon MSN

How Nvidia Adapted Its Chips to Stay Ahead of an AI Industry Shift

The chip giant has stayed relevant even as DeepSeek and other “reasoning” AI models rise.

4d

Exclusive: Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say

Grubhub CEO Howard Migdal said on Friday that the food delivery firm has decided to cut about 500 jobs, as it focuses on ...

Interesting Engineering on MSN5h

DeepSeek vs. OpenAI: who’s copying who?

Delve into the world of DeepSeek with expert insights on AI laws, ethical concerns, and the future of technology.

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