Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the AI-driven investment trend, which has powered equities for two years, is intact after last month's panic-selling triggered by the Chinese startup DeepSeek.
Nvidia has completely exited its position in voice-recognition software developer SoundHound AI. Following the end of each quarter, institutional investors managing over $100 million are required to file a form 13F with the Securities and Exchange Commission (SEC).
Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week.
AMD and Nvidia sell the hardware needed for artificial intelligence (AI) systems, leading to outsized sales growth for both companies. AMD's data center business is a proxy for its AI success, and this segment saw sales grow 69% year over year to $3.
DeepSeek’s R1 model uses inference to generate output without needing high-power chips, making Chinese-produced chips a a viable option.
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
Druckenmiller is known for his long track record of gains at Duquesne Capital Management. Now at the Duquesne Family Office, he’s betting on a stock that’s already generated billions of dollars in AI revenue.
Nvidia is partnering with the American Society for Deaf Children to build an AI platform that will teach American Sign Language (ASL).
Nvidia Corporation's growth slows as the valuation stays high. Upcoming earnings could reveal a Gen AI capex slowdown. Click for my NVDA earnings preview.
Nvidia dumped its SoundHound investment after the stock surged in Q4. SoundHound still has a lot of potential as it looks to become an AI voice platform leader. The stock has become more reasonably valued,
The Nvidia bulls continue to defend their favorite stock in the world heading into the chipmaker's earnings report next week. Despite DeepSeek's challenge to thinking on AI costs,