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 ...
20h
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...
Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...
A recent stumble, however, came after the Chinese startup DeepSeek unveiled a lower-cost AI model that was seen as a threat ...
Its market cap dropped by $600 billion in one day. The chip giant is set to respond on this week's investor call.
Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some ...
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback