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Nvidia, DeepSeek and Wall Street

Hosted on MSN · 54m

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 · 7h

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 CEO Jensen Huang shrugs off DeepSeek

Business Insider · 1d

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

Nvidia faces more competition in inference compute.

TechCrunch on MSN · 2d

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 DeepSeek.

New York Post · 2d

Nvidia puts DeepSeek fears to rest as CEO Jensen Huang brags about ‘amazing’ demand for AI chips

Nvidia is the biggest beneficiary of a rally in AI-linked stocks, with its shares up more than 400% over the last two years.

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 ...

1hon 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 ...

2don MSN

After DeepSeek, Nvidia and the AI boom hyper scalers that hoard its chips face new questions

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 ...

4d

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 ...

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 ...

20hon 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.

1hon MSN

Nvidia Stock Finds Support from Friday Dip-Buyers

Nvidia shares rose Friday, suggesting the stock found some support from dip-buyers after yesterday's sell-off.

Interesting Engineering on MSN4h

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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