China's DeepSeek took the world by storm this week by introducing an AI model that runs efficiently on older NVIDIA GPUs, using only a tiny fraction of the budget OpenAI, Meta, Tesla, Microsoft, and ...

Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...

Nvidia (NASDAQ: NVDA) has soared over the last two years, thanks to its dominance in artificial intelligence (AI) -- a market ...

The tech earnings season commences on Wednesday with reports from Meta, Microsoft, and Tesla, followed by Apple on Thursday.

If anything, potentially less demand for Nvidia’s AI training chips could actually benefit the EV manufacturer.

DeepSeek’s cost-efficient AI training advancements rocked tech markets on Monday and came in just in time to give U.S. tech ...

The sudden emergence of China’s DeepSeek roiled the tech market just ahead of earnings season, when industry giants will ...

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...

The Tesla Optimus—an increasingly important part of the bull thesis—has little chance of long-term success. See why I ...

A breakthrough Chinese chatbot has sparked alarm about the country’s advances in artificial intelligence (AI) and wiped close ...

Tesla Inc. disappointed investors on Thursday, reporting sales of 495,570 electric vehicles in the fourth quarter and of 1.789 million for all of 2024, falling slightly short of Wall Street ...

For anyone wanting to train an LLM on analyst responses to DeepSeek, the Temu of ChatGPTs, this post is a one-stop shop. We’ve grabbed all relevant sellside emails in our inbox and copy-pasted them ...