Here, we discuss three semiconductor stocks, APH, AVGO and NVDA, which are well-positioned to perform amid disruptions caused by DeepSeek's low-cost AI models.
Nvidia shares tumbled 17 percent yesterday, sending ripples across the broader stock market due to Nvidia's significant weight in major indexes. Tracy Alloway of Bloomberg News made an interesting obs
Nvidia remains critical to AI despite DeepSeek's cost-efficient R1 model. Current market fear represents a buying opportunity with 87.5% base-case upside in 12 months. Nvidia's growth depends on stabl
The release of a less capital-intensive artificial intelligence model from China's DeepSeek sent a chill through the U.S. stock market Monday, initiating a massive selloff led by Nvidia and hitting bi

Nvidia shed $589B in market cap from sell-off

12:08pm, Tuesday, 28'th Jan 2025
Stock futures (ES=F, NQ=F, YM=F) search for direction after Monday's steep sell-off, which erased nearly $600 billion from Nvidia's (NVDA) market cap, the largest loss on record for Nvidia. Important
Short sellers of artificial intelligence-related stocks raked in bumper profits after the smashing debut of low-cost AI models from China's DeepSeek spooked Wall Street, with bets against Nvidia yield
Nvidia's stock is off to a positive start after a wild Monday.
Retail investors put more than $562 million into Nvidia shares on a net basis on Monday amid the chipmaker's historic sell-off, according to Vanda Research. That marked a record for net inflows into N
Jim Cramer, host of Mad Money and former hedge fund manager, is one of the most recognizable voices in finance.
While the better part of 2022 through 2024 was dominated by the technology sector, mainly centered around the semiconductor and chip maker names in the market, 2025 is getting off to a rough start fo
President Donald Trump is threatening to impose tariffs on Taiwanese-made chips of up to 100%. That could be bad news for Nvidia, which relies on Taiwan's TSMC for its chip supply.
The Q4 earnings season continued on a positive note after big banks and other financials struck a bullish tone in the first two weeks of reporting. Highly anticipated reports from the Magnificent 7 wi
The market was "equally bullish and bearish" the day after DeepSeek originally sunk Big Tech, according to Matt Tuttle. He believes Nvidia (NVDA) has the potential to be a big winner, but it depends o
Yesterday, shockwaves rippled across the American tech industry after news spread over the weekend about a powerful new large language model (LLM) from China called DeepSeek.
Nvidia (NASDAQ: NVDA) set a record on January 27 — by losing roughly $600 billion in market capitalization. Nvidia stock dropped from $142.02 on Friday, January 24, to $117.21 by press time on Janua
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