Broadcom and Nvidia are capitalizing on the return of the winner-take-all AI trade
DeepSeek looks to have been the pause that refreshes for the most basic AI trade: buy the high-powered chips that everyone’s trying to get their hands on. After a record one-day loss in market cap, it...
Nvidia still the top pick for Morgan Stanley, saying DeepSeek changes nothing for its customers
The post-DeepSeek world looks a lot like the pre-DeepSeek world, according to Morgan Stanley. As such, analysts led by Joseph Moore doubled down on as their top pick in the semi space, echoing a call...
The looming loss of business from Apple is crushing shares of Skyworks
Slightly better-than-expected quarterly revenues and earnings per share were no panacea for . The chip company, whose top customer is , revealed that it will be facing intense competition in supplying...
Qualcomm sinks despite blowout smartphone chip sales
reported quarterly earnings per share and revenue growth that surpassed every analyst’s estimate, but the after-hours pop in the stock quickly faded and shares turned negative. Mediocre guidance from ...
AMD price targets slashed across Wall Street after lackluster results
Beating Intel doesn’t mean much if you’re not coming close to competing with Nvidia. That’s the message out of Wall Street strategists following earnings from , with the stock down about 9% as the chi...
Broadcom booms on Alphabet’s massive capex surprise
’s earnings report isn’t impressing its shareholders one bit — but it is providing a big lift for one of its key suppliers. Shares of are catching a bid in the after-hours session after Alphabet, whi...
AMD drops as data center revenues disappoint
erased a short-lived jump in the after-hours session as a slightly light showing on data center revenue outweighed overall positive results. The chipmaker posted fourth-quarter revenues that came in a...
Bank of America recommits to Nvidia as “top pick” in chips
Nvidia’s relatively inexpensive valuation coupled with high confidence that CEO Jensen Huang will hit all the right notes when the chip designer reports earnings on February 26 have prompted Bank of A...
Traders are showing an insatiable appetite to buy Nvidia dips
took out last week’s DeepSeek-induced low amid Monday’s faceplant , but the $2.9 trillion chip designer is bouncing back on Tuesday as no amount of stress seems to deter dip-buying behavior. “ Just la...
Super Micro jumps as planned “business update” fuels hopes that it will avoid Nasdaq delisting
Super Micro Computer is being given a big pat on the back for simply doing something basically every company does: telling its investors how things are going, business-wise. Shares of the server compa...
Nvidia’s low exposure to China doesn’t matter as traders dump the stock anyway
Stocks around the world are being buffeted by tariff announcements and delays out of the White House, and semiconductors are no exception. The imposition of a 10% tariff on US imports from China has s...
Nobody likes Intel, but they sure ain’t selling it
Reviews of Intel’s not-as-horrible-as-expected earnings yesterday are rolling in. And they’re not great. Barclays says: “Significant March revenue miss, combined with structural margin impairments get...
Report: FBI and White House are investigating DeepSeek’s access to Nvidia GPUs
Bloomberg is reporting that the White House and the FBI are investigating DeepSeek to find out if they evaded export controls to acquire GPUs. Ever since the AI world was rocked by the release of Dee...
Intel earnings: Could have been worse!
Shares of are up after the struggling American semiconductor giant posted a not-as-awful-as-expected loss of $126 million in the fourth quarter, on better-than-expected sales of $14.26 billion. Sure,...
Are Microsoft and Meta being better allies to chip companies than their own shareholders?
and , the two hyperscalers that reported earnings on Wednesday, are experiencing wildly divergent fortunes: the former is slumping severely after its cloud business failed to impress , while the latte...
Why hyperscalers’ quarterly reports were great news for Broadcom and uninspiring for Nvidia
Sure, Microsoft and Meta released earnings on Wednesday , but what they were really reporting was how long we can expect the chip designers key to the AI boom to keep delivering ever-expanding windfal...
AMD wants in on the DeepSeek do-it-cheap AI shift
DeepSeek opened up the door to a world of useful large language models that may not require billions in investment. Advanced Micro Devices wants to be involved with anyone who wants to step through th...
Retail scooped up the Nvidia dip
Retail was indeed a big buyer of high-flying stocks that were sharply discounted by the DeepSeek panic on Monday. Individuals binged on shares, Reuters reports. Citing data from research firm Vanda, ...
The trillion-dollar mystery surrounding DeepSeek’s Nvidia GPUs
At the center of the story of DeepSeek’s breakthrough achievement with its R1 models lies the hardware that powered the servers that trained those models. In December 2024, DeepSeek researchers relea...
Nvidia slumps despite reassuring AI demand news from around the world
Nvidia’s business outlook is seemingly getting a boost from companies all over the world — but the stock is still retreating. The chip designer bounced back from the worst one-day destruction of marke...