Already before the morning bell on Monday, January 27, Nvidia (NASDAQ: NVDA) stock has been hit hard by the release of China's novel DeepSeek artificial intelligence (AI) model. The tempest caused the semiconductor giant to suffer a record-breaking $600 billion market capitalization wipe within a single day.
AI spending is projected to exceed $274 billion, ensuring sustained demand for Nvidia Corporation's AI hardware amid advancements in AI and LLMs. OpenAI's upcoming o3 model highlights the need for high compute power, reinforcing Nvidia's relevance in future AI breakthroughs. The recent dip presents a great buying opportunity. I give Nvidia a “Buy” rating.
In today's video, I discuss Nvidia (NVDA -2.26%) and recent AI updates impacting DeepSeek. To learn more, check out the short video, consider subscribing, and click the special offer link below.
In today's video, I discuss Nvidia (NVDA -1.38%) and recent semiconductor market updates. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Despite the sell-off in Nvidia Corp. (NASDAQ: NVDA) stock, Jim Cramer continues to like the company.
The reaction to DeepSeek on Monday led to a sell-off in many AI infrastructure stocks while software stocks got a boost.
Nvidia investors felt pain on Monday as the DeepSeek fear attempted to crumble its AI compute thesis. Looking deeper into the morass, I explain why DeepSeek isn't going to disrupt Nvidia's proposition. Instead, there are good reasons to believe Nvidia should benefit. NVDA's valuation isn't excessive, and the market seems to have already considered high execution risks ahead.
In this video, I will discuss the Nvidia-backed AI company Nebius Group (NBIS 3.53%) and the impact DeepSeek could have on the company. Watch the short video to learn more, consider subscribing, and click the special offer link below.
No one can control the market, and no one likes to lose money, so the fear of losing money in the stock market is common. It's also common for investors to sell a stock too quickly -- regardless of what it's doing.
Is NVIDIA ( NVDA ) a buy in the $120s or has the DeepSeek invasion delivered a serious re-rating to its growth and valuation? The biggest lever to answer this question revolves around whether the world suddenly needs less (and less-expensive) GPUs to power their LLM (large language models) and HPC (high-performance computing) models.
Last week, Chinese startup DeepSeek published a research paper in which it claimed to have trained a large language model rivaling the performance of leading U.S. models, while spending much less money than U.S. companies. Shares of Nvidia (NVDA -4.10%) fell sharply on the news because of its dominant position in artificial intelligence (AI) accelerator chips.
AI wars escalate—DeepSeek's success sparks US concerns, Nvidia reels from losses.