DeepSeek’s lower-cost AI model could supercharge adoption, use cases: Goldman Sachs
The Chinese startup’s offering could trigger what economists call the Jevons paradox, by removing the barrier to entry to ...
Super Micro Computer, Inc. (SMCI) Posts Strong Q4 Sales Growth, Showcases AI Solutions with NVIDIA
We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where ...
Dell Technologies Inc. (DELL) Increases Dividend by 20%, Strengthens AI Leadership at NVIDIA GTC 2025
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
Where Will Nvidia Stock Be in 3 Years?
If you held on to Nvidia (NVDA -3.67%) stock for the last three years, you are probably laughing all the way to the bank. A $10,000 bet made in early 2022 would be worth almost $5 ...
Equinix, Inc. (EQIX) Reports 7% Revenue Growth in Q3, Expands AI Infrastructure Partnerships with NVIDIA and Dell
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
Stock market: Where to invest in 2025?
While the world scrutinizes Donald Trump's economic policies and China's progress in AI, European stock markets are in ...
Wall Street Journal25d
The Score: Goldman Sachs, Nvidia, UnitedHealth and More Stocks That Defined the Week
On Wednesday, Goldman Sachs GS1.98%increase; green up pointing triangle, JPMorgan, Wells Fargo and Citigroup all posted profits that were better than expected. Similar readings came from others ...
Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...
The drawdown of the big dogs is a correction, not the start of a bear market – GS
The equity market's drop, triggered by DeepSeek’s R1 LLM model news, was a correction and not the start of a sustained bear ...
ZDNet25d
Managing AI agents as employees is the challenge of 2025, says Goldman Sachs CIO
according to a year-outlook blog post disseminated by investment bank Goldman Sachs featuring its chief information officer, Marco Argenti. "The capabilities of AI models to plan and execute ...
Hosted on MSN25d
The Score: Goldman Sachs, Nvidia, UnitedHealth and More Stocks That Defined the Week
On Wednesday, Goldman Sachs, JPMorgan, Wells Fargo and Citigroup ... casting some gloom over semiconductor giant Nvidia and others. The Biden administration on Monday imposed caps on how many ...