Nvidia, AI and Wall Street

Why Wall Street Analysts Say Nvidia Could Be a DeepSeek 'Beneficiary’
Nvidia's post-earnings plunge pulled the stock back near January’s lows. Analysts have remained bullish, and said they expect Nvidia to be a DeepSeek beneficiary.
Nvidia beats Wall Street expectations despite DeepSeek’s AI breakthrough
Nvidia’s strong growth forecast for the first quarter on Wednesday signalled that booming demand for its artificial intelligence (AI) chips was intact, and the company said orders for its new Blackwell semiconductors were “amazing.
Wall Street is anxiously watching Nvidia earnings again. What to know, by the numbers
Wall Street is once again fixated on Nvidia, as the main player in the artificial intelligence mania is set to report earnings after the bell Wednesday and give an update on demand for its semiconductors,
Nvidia Stock Leads AI Selloff as Trump Tariffs Shake Wall Street
Key Takeaways Shares of Nvidia were down 10% Monday afternoon, falling into bear market territory. The company's latest quarterly financial results raised questions about what was next for the stock—and the AI trade—and uncertainty driven by US trade policy has further concerned investors.
Amid an Uncertain Year, Can Nvidia Soothe Wall Street’s Nerves?
Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.
Nvidia posts earnings beat, but future margins are a 'little concerning': What Wall Street is saying
In its earnings release on Wednesday evening, Nvidia said it expects gross profit margins of 70.6% to 71% in the first quarter as it contends with the production ramp-up of its new Blackwell chip.
DeepSeek selloff was 'warranted:' AI's future may not need Nvidia
Nvidia (NVDA) stock took a hit earlier this year after Chinese startup DeepSeek unveiled a low-cost AI chatbot, threatening its dominance. Kim Forrest, Chief Investment Officer, Bokeh Capital Partners,
Here’s how DeepSeek could be great news for the Nvidia stock price
Nvidia stock is still depressed even after a cracking set of fourth-quarter results. But could DeepSeek AI be a boon, not a bane? The post Here’s how DeepSeek could be great news for the Nvidia stock price appeared first on The Motley Fool UK.
AI firms follow DeepSeek’s lead, create cheaper models with “distillation”
The technique caught widespread attention after China’s DeepSeek used it to build powerful and efficient AI models based on ...
10 AI Stocks on Wall Street’s Radar Right Now
For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are ...
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, ...
Wall Street rises to a record after a small gain for the S&P 500
But Wall Street has been taking such actions increasingly in stride ... be less painful for markets and the economy than ...
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DeepSeek Isn’t Public Yet: Here Are 5 AI Stocks To Watch Instead
The launch of DeepSeek's low-cost, efficient chips has disrupted the market, particularly affecting Nvidia's stock. Despite ...