Active options: NVDA AMD TSLA GOOGL PLTR GOOG UBER AAPL SMCI META
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 7/14/2026
- S&P 500, Dow futures dip as big banks' earnings roll in ahead of CPI data; IBM slides
- IBM plunges 19% as memory capex squeeze derails Q2 earnings
- SK Hynix’s record plunge drags down global chip stocks
- Software stocks tumble: High memory prices cannibalize enterprise tech capex
- Oil up 9% to one-month high as US says it will blockade entire Iranian coastline, all vessels
- IBM misses Q2 targets as mainframe and software sales disappoint
- Goldman Sachs Upgrades NIO (NIO) to Buy
- BofA Securities on AppLovin: 'Current valuation appears reasonable'
- Wall Street ends lower as Iran tensions dampen risk appetite; chipmakers drop
- YPF Energía Eléctrica S.A. files for proposed NYSE IPO
NVIDIA (NVDA) Added to Evercore Tactical Outperform List, 'DeepSeek Sell-off Creates Opportunity'
February 10, 2025 5:07 AM EST(Updated - February 10, 2025 6:59 AM EST)
NVIDIA (NASDAQ: NVDA) Added to Evercore Tactical Outperform List
The analyst comments "We are buyers of NVDA into its Jan-25Q earnings call scheduled for 26-Feb. As of 7-Feb-25, NVDA has underperformed SPX by 9% over the past month, which we attribute to three investor concerns, namely that: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts AI compute-cycles away from NVDA GPUs and to ASICs, 3) Blackwell delays. We conducted a dozen channel checks with senior AI engineers at the top hyperscalers, and found the following: 1) Related to concerns that DeepSeek... More
