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Nvidia, DeepSeek and Morgan Stanley
Nvidia Stock Climbs As Morgan Stanley Reaffirms Top Pick Status Despite DeepSeek Drop: Retail Remains Bullish
Shares of Nvidia Corp. (NVDA) gained nearly 3% in mid-day trade on Thursday after analysts at Morgan Stanley shrugged off theDeepSeek sell-off. Since DeepSeek’s launch on Jan. 24, Nvidia’s stock has lost over 10% of its value.
Nvidia rises after Morgan Stanley maintains Top Pick tag following DeepSeek impact
Morgan Stanley reiterated Nvidia (NASDAQ:NVDA) as its Top Pick, noting that DeepSeek (DEEPSEEK) selloff is a buying opportunity. Shares of Nvidia rose about 2% on Thursday. Analysts led by Joseph Moore said that sentiment has worsened around potential longer term risks,
Nvidia selloff on DeepSeek a buying opportunity, says Morgan Stanley
Morgan Stanley acknowledges that DeepSeek creates some headwinds around export controls and longer term investment and that sentiment on Nvidia
11d
DeepSeek sets stage for frenetic tech earnings season
The sudden emergence of China’s DeepSeek roiled the tech market just ahead of earnings season, when industry giants will ...
The Edge Singapore
2d
DeepSeek an excuse to take profit on chip plays
DeepSeek’s emergence from stealth mode on US President Donald Trump’s inauguration day has sent shockwaves through the AI ...
9d
on MSN
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever, trailing only a ...
2d
Nvidia (NVDA) Gains as Morgan Stanley Reaffirms Top Pick, Sees AI Growth Ahead
Morgan Stanley backs Nvidia (NVDA), expecting AI demand and Blackwell chips to drive future growth despite competition from ...
1d
DeepSeek shock fires up bullish bets on cheap China tech stocks
China’s growing clout in the artificial intelligence space has sparked a wave of optimism toward the nation’s tech shares, ...
E&E
10d
‘Game changer’? What ‘DeepSeek’ AI means for electricity.
The Chinese company says its AI model is cheaper and uses less energy than those of its competitors, driving questions about ...
Datacenter Dynamics
8d
Blackstone defends data center investment vision, but admits it's watching DeepSeek concerns "very closely"
Blackstone took a defensive stance in its latest earnings call after China's DeepSeek caused tech stocks to tumble. After ...
12d
DeepSeek could 'enhance' investor excitement about Tesla's value outside selling cars
While new developments from Chinese AI startup DeepSeek sparked a tech rout, a renewed market focus on AI and its ...
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