DeepSeek's cost-efficiency claims initially alarmed Nvidia Corporation investors, but comprehensive analysis shows the company's dominance in AI chips will likely be challenging to disrupt. Despite long-term risks, Nvidia's robust ecosystem, innovation, and financial strength position it well to maintain leadership in the AI chip market. If management's guidance for the first quarter of FY 2026 beats analysts' estimates, much of the negativity surrounding the stock due to DeepSeek will likely dissipate.
Nvidia's latest 13-F also indicates it sold its stake in Serve Robotics, and shares of the self-driving technology company are also sliding.
I have a secret I want to share with you. Ever since DeepSeek broke on the world stage three weeks ago, and instantly subtracted $600 billion from Nvidia's (Nasdaq: NVDA) market capitalization, I've been eyeing the stock and wondering if I should “buy the dip”?
So far 2025 has been rather unfavorable for Nvidia (NASDAQ: NVDA). While it was one of the best-performing stocks in the S&P 500 index last year, Nvidia shares have struggled to meaningfully move to the upside since January.
Nvidia (NVDA 3.16%) is scheduled to report an update that could have enormous implications for stock market investors.
Since President Donald Trump won the 2024 election in early November, U.S. stocks rose in anticipation that he will institute pro-business policies. It hasn't been all smooth sailing on Wall Street, though.
NVIDIA, Palantir Technologies, Alphabet, Microsoft and Intel are included in this Analyst Blog.
Nvidia's data-center sales could disappoint in the first half of the year but that's not a reason to sell the stock, according to Mizuho analysts.
Good news has been difficult to come by for Nvidia (NVDA 3.16%) investors lately, which is evident from the roughly 10% decline in the company's stock price in the past three months.
You might not realize it, but today (Feb. 14) marks the deadline for what can be described as the most important data release of the first quarter.
Artificial intelligence (AI) has taken center stage over the past couple of years, and there's good reason to think this is just the beginning. Developers are still coming up with new applications for the technology, which is being harnessed to create original content, streamline business processes, and increase productivity.
Both NVIDIA and Palantir hold solid positions in the AI space, but which is the better investment choice? Let's find out.