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Nvidia, DeepSeek and Stock Buybacks

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.

The Motley Fool on MSN · 13h

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.

NVIDIA CEO Jensen Huang shrugs off DeepSeek

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.

Business Insider · 1d

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

Nvidia faces more competition in inference compute.

Investopedia · 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 uncertainty about the the economics of AI.

NVIDIA Posts Another Strong Earnings Report. What to Know

NBC News on MSN · 3d

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.

Time · 1d

Nvidia Posts Another Strong Earnings Report. What to Know, by the Numbers

This is Nvidia’s first earnings report since a Chinese upstart, DeepSeek, upended the artificial-intelligence industry by saying it has developed a large language model that can compete with big U.S.

Barron's · 1d

Nvidia Earnings: Stock Gives Up Early Gains After Solid Results, Strong Outlook

Follow here for news and analysis of Nvidia's fourth-quarter earnings report, call with management, and stock reaction.

10hon MSN

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 ...

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 ...

Nvidia's Q4 And The Trillion Dollar Question: Does DeepSeek Matter?

Nvidia Corporation beats Q4 estimates with $40B revenue & $0.89 EPS. Strong data center demand offsets valuation concerns.

Exclusive: Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say

Grubhub CEO Howard Migdal said on Friday that the food delivery firm has decided to cut about 500 jobs, as it focuses on ...

eWeek3d

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 ...

1don MSN

Nvidia CEO says AI innovations like China's Deepseek show how 'software finds a way' amid US export controls

Nvidia CEO Jensen Huang told CNBC that US export controls on China have hurt his business, but Chinese companies will find ...

Interesting Engineering on MSN5h

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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Nvidia, DeepSeek and Stock Buybacks

NVIDIA CEO Jensen Huang shrugs off DeepSeek

NVIDIA Posts Another Strong Earnings Report. What to Know

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