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

In addition to Musk and Wang, analysts at Cantor also suspect that DeepSeek might be understating the extent of their ...

Live Updates Make sure to refresh this page periodically for updates. More DeepSeek Reactions 9:25 am Bernstein released a ...

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

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 ...

Nvidia lost more market value Monday than the total valuations of American stalwarts UnitedHealth, Costco and Bank of America ...

Nvidia has suffered the biggest fall in Wall Street history after a Chinese-made AI model was released. One of the world's ...

Three Nvidia GPU generations are now obsolete. Here's what that means for you if you're still running one of these graphics ...

AMD has just shared gaming benchmark results for its Ryzen AI Max+ 395 "Strix Halo" chip (via Wccftech ). Based on the ...

People are camping out in the cold to be the first to buy new Nvidia 5000 Series GPUs. A look at how Nvidia is entering ...