In a note on Monday, EvercoreISI analyst Mark Lipacis points to three reasons for the weakness after talking with clients. They include: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts ...

There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.

Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding ...

Investing.com -- The recent sell-off in Nvidia (NASDAQ: NVDA) stock, triggered by concerns over Chinese startup DeepSeek’s ...

OpenAI CEO Sam Altman, meanwhile, has been seeking to convince the world's biggest investors, including the United Arab ...

Despite a recent stock price drop, AMD remains a strong buy with growth potential in AI and data centers, positioning it as ...

This week - early enterprise use cases for agentic AI are coming in. We also have a fresh take on the DeepSeek (and NVIDIA) market correction. Custom development needs another look, as does ERP ...

Despite supplying some of the world's most sought-after chips, Advanced Micro Devices (NASDAQ: AMD) has declined 49% since it ...

Robbins Geller Rudman & Dowd LLP announces that purchasers of Monolithic Power Systems, Inc. common stock between February 8, 2024 and November 8, 2024, both dates inclusive (the "Class Period"), have ...

Nvidia has gained after Amazon, Google, Microsoft and Meta Platforms guided for around $325 billion in capital expenditures in their recent earnings reports.

Artificial intelligence (AI) has probably been the hottest investment theme on the planet over the past year. You can go to ...

Nvidia CEO Jensen Huang envisions everyone in India using AI, creating momentum for an AI flywheel. Or turning India into a ...