AI, DeepSeek and NVIDIA
We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against Coatue’s other most ...
We sold Nvidia in the first quarter and repurchased in the fourth quarter. Why did we sell and then add back? Click here to ...
Fitch warns DeepSeek's AI model could reshape AI spending, creating risks for Nvidia but opportunities for AMD and Intel ...
In the wake of the DeepSeek rout of U.S. technology stocks, Republican Senator Josh Hawley wants to stop chipmakers like ...
Analysts see this as an opportunity to buy NVDA shares as they believe the market has overreacted to the Chinese AI model.
New Jersey AI Hub, backed by Microsoft and Nvidia's CoreWeave, aims to boost AI innovation in key sectors with a $72 million ...
China's AI program, DeepSeek, caused a stir in the tech industry by creating a ChatGPT competitor for only $6 million, ...
While Monday’s news of a cheaply made AI model from China rattled the market, some individual investors saw an opportunity to ...
We came across a bullish thesis on NVIDIA Corporation (NVDA) on Substack by Charly AI. In this article, we will summarize the ...
Tom Lee, head of Fundstrat Research, discussed Monday's market sell-off as an "overreaction". On CNBC, Lee said that the ...
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