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The Latest Breaking News from Stacy Rasgon

What is DeepSeek, the Chinese AI company upending the stock market?

A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek was upending stock markets Monday and fueling debates over the economic and geopolitical competition between the U.S. and China in developing AI technology

The Independent UK

Nvidia, AI Chip Peers Tumble On DeepSeek Implications

Reports that Chinese AI lab DeepSeek has created an AI model that rivals U.S. models sent shockwaves through AI chip stocks on Monday.

Investors Business Daily

DeepSeek ‘Doomsday’ for Nvidia Stock? 3 Reasons This Analyst Says ‘No.’

Bernstein analyst Stacy Rasgon isn’t letting DeepSeek shake his confidence in semiconductor stocks.

Barchart

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2 Chip Stocks to Buy in 2025 That Aren't Nvidia

The semiconductor industry is poised for explosive growth, and these two chip names that aren’t Nvidia stand out as solid investment opportunities for the upcoming year.

Barchart

Arm, Qualcomm Shares Diverge After Lawsuit Verdict

Arm stock fell while Qualcomm stock rose in response to a jury verdict in a federal-court case over a technology licensing dispute.

Investors Business Daily

Broadcom Stock Soars On Massive AI Chip Opportunity

Broadcom stock rocketed Friday after the fabless chipmaker forecast surging AI chip sales over the next three years.

Investors Business Daily

Intel's Search For New CEO: What Investors Should Know

Intel has begun a search for a new CEO following the sudden departure of Pat Gelsinger. Here are key issues Intel stock investors should know.

Investors Business Daily

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Nvidia Guidance Called Conservative As Blackwell AI Chip Production Ramps

Nvidia stock wavered Thursday as investors considered quibbles with the AI chipmaker's beat-and-raise earnings report.

Investors Business Daily

Nvidia, IBD Stock Of The Day, Is Actionable As AI Chipmaker Preps Blackwell

Nvidia is the IBD Stock Of The Day as the artificial intelligence leader prepares to release its next-generation AI chip series, called Blackwell.

Investors Business Daily

AI Chip Growth Story Intact For Nvidia, Broadcom: Analyst

Semiconductor stocks have rebounded this week, led by Nvidia and Broadcom, which one analyst called top picks.

Investors Business Daily

Nvidia Stock Drops Despite Bullish Analyst Calls For AI Chipmaker

A host of Wall Street firms raised their price targets on Nvidia stock after the company's beat-and-raise quarterly report.

Investors Business Daily

Nvidia Stock, Hardware Partners Punished By AI Chip Delay

Nvidia stock and shares of data-center hardware vendors tumbled amid reports of a delay for Nvidia's next-generation AI processor.

Investors Business Daily

Intel's stock drops 30% overnight —company sheds $39 billion in market cap

Intel capitalization drops by $39 billion overnight due to modest business outlook and a massive layoffs plan.

Tom’s Hardware

AMD Seen Benefiting From Intel's Woes

Chipmaker AMD stands to gain market share thanks to Intel's latest misfortunes, analysts say. AMD stock was flat Friday while Intel stock crashed.

Investors Business Daily

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Investors Business Daily

What Now For AI Stocks? Clues From Microsoft, Google, Amazon, Palantir

Big Tech earnings from Microsoft, Google, Amazon and Palantir highlight the growth potential of AI stocks.

Investors Business Daily

AI Bubble? Why This Veteran Nvidia Stock Analyst Isn't Worried.

A veteran Nvidia stock analyst with Bernstein Research explains why he’s not that worried about an AI bubble.

The Street

Top analyst says Nvidia stock has room to go even higher in 2024

The company's stock has more than tripled for the year.

Investors Business Daily

Nvidia Stock Drops Despite AI Chipmaker's Big Beat-And-Raise Report. What Gives?

Nvidia stock fell despite the artificial-intelligence chip leader trouncing third-quarter estimates and guiding higher.

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Chicago Sun-Times

Nvidia’s rising star gets even brighter with another stellar quarter propelled by sales of AI chips

Nvidia’s specialized chips powered the firm to second-quarter revenue of $13.51 billion, or $2.48 per share, more than nine times higher than the company made a year ago.

Zenger

Lam Research Poised For ‘Solid Start To The Year’ As 3 Analysts Discuss Q4 Print

Shares of Lam Research Corporations piked in early trading, after the company reported upbeat quarterly results

Zenger

Intel’s Q2 Results Get Mixed Reactions From 4 Analysts: ‘AI Contribution Remains Modest’

Analysts are diving into second quarter financial results reported by Intel Corporation (NASDAQ: INTC) Thursday after market close

Windows Central

PC market might return to normal this year analyst says noting Intel and AMD reports

The PC market has taken a dive in recent years, but it's looking like things could look "less ugly" by end of year.

Financial Times

Can Intel become the chip champion the US needs?

Once the leading player in the semiconductor industry, the company is attempting to pull off one of tech’s most complex turnrounds

Tribune News Service

Qualcomm posts weaker results amid sluggish global smartphone demand

Global economic headwinds that began late last year continue to batter Qualcomm's financial results, with weak demand for smartphones and bloated inventories at manufacturers expected to linger at least through the first half of this calendar year.

Fortune

Intel shares erase almost all their 2023 gains after poor earnings and a chip glut

“I don't think I've ever seen anything quite like this before”, said one senior semiconductor analyst for Bernstein Research.

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