Nvidia, DeepSeek

Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
DeepSeek majorly impacted Nvidia last month: its market cap dropped by $600B in one day. The chip giant will respond on this week's investors' call."
Nvidia's earnings to be a test of AI chip demand as DeepSeek sows spending doubts
Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as investors doubt the hefty spending on the technology after low-cost AI models from China's DeepSeek rattled the industry.
Earnings season: Nvidia will have to address DeepSeek worries
This week is jam-packed with the latest earnings releases, including Home Depot (HD) on Tuesday and Nvidia (NVDA) and Lowe's (LOW) reporting this Wednesday. Slatestone Wealth chief market strategist and host of Yahoo Finance's Trader Talk,
Nvidia CEO Jensen Huang directly addresses the DeepSeek stock sell-off, saying investors got it wrong
DeepSeek is an exciting development and not a threat to compute demand, Nvidia CEO Jensen Huang said in an interview that aired Thursday.
DeepSeek’s AI Models Give Chinese Chipmakers an Edge Against Nvidia
DeepSeek’s R1 model uses inference to generate output without needing high-power chips, making Chinese-produced chips a a viable option.
Nvidia earnings are coming. Here's what to expect after the DeepSeek shock
Nvidia (NVDA) is expected to release its fiscal fourth quarter earnings results at the end of the trading day on Wednesday.

Oppenheimer Bangs the Drum on NVIDIA Stock

Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
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 ...
Wall St Week Ahead Nvidia to offer AI trades reality check
Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the ...
Nvidia CEO Jensen Huang Addresses DeepSeek Stock Sell-Off and AI Market Concerns
Built on less potent CPUs and with less expenditure than rival Western models, the finding raised questions about the need ...
Why DeepSeek Disruption Cannot Derail Nvidia’s (NVDA) Stock Surge
Graphics processing powerhouse Nvidia (NVDA) has delivered an astounding 1,780% return over the past five years, making it a ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Nvidia’s AI empire under siege? Earnings report to reveal market confidence, tech giants’ investments, and the future of AI chip demand
Nvidia’s AI dominance faces a crucial test as its upcoming earnings report will reveal market confidence and the future of AI ...
2 Artificial Intelligence (AI) Stocks to Watch in the Wake of DeepSeek's Breakthrough
Getting back to Dell and its potential blockbuster deal with xAI, the company operates two segments: the Infrastructure ...