DeepSeek -- the Chinese app that is shaking up the AI landscape and how its reportedly leaner, less resource-intensive approach will affect artificial intelligence technology. Why software prowess and ...
It also lost its status as the world’s largest company to Nvidia (NVDA), whose share have looked unstoppable over the last few years. While Nvidia’s market capitalization surpassing Apple might sound ...
The reshoring trend and the energy addition theme from increased oil and gas production ... My proposition is the company’s business remains fundamentally sound. It has two solid segments ...
With 2030 still five years away, there is time for a few more of those ‘what ifs’ to course-correct. A version of socialism ...
According to the bears, the promised breakthroughs feel eerily like the heady days of the dot.com bubble. Pointing to a ...
We've identified the following companies as similar to Themes ETF Trust - Leverage Shares 2X Long NVDA Daily ETF because they operate in a related industry or sector. We also considered size ...
Nvidia (NVDA) is falling 4% after Alibaba (BABA) reported today that its new AI model performs better than DeepSeek's offering. The latter Chinese start-up's model, which reportedly performed ...
Why JPMorgan Remains Bullish on NVDA Noting that Chinese startup DeepSeek reported that it had trained an AI model for a very low price of about $5.6 million, JPMorgan asserted that this news is ...
Below is Validea's guru fundamental report for NVIDIA CORP (NVDA). Of the 22 guru strategies we follow, NVDA rates highest using our Twin Momentum Investor model based on the published strategy of ...
This may result in permanent lower PE multiple for NVDA even if the AI theme overall recovers from the DeepSeek story. I would like to add that “TINA” is a relatively rare phenomenon.