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Itau BBA Defending NVIDIA (NVDA): 'we would patiently add to our positions', 'USD 100 (20x USD 5 EPS) and USD 80 (20x USD 4 EPS) appear to be the main entry points'
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Active options: NVDA AAPL TSLA AVGO SOFI AMD PLTR TSM AMZN
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BofA on DeepSeek: 'Lower model training costs could aid cloud customers'
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DeepSeek Says Subject to Large-scale Malicious Attack, Limits Registrations
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NVIDIA (NVDA) now down over 15%, loses $500B+ in market cap
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DeepSeek now restricts registration to Chinese mobile phone numbers
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ING on DeepSeek: 'Although the alarm bells are ringing for the 'Magnificent 7' today, things could turn quickly'
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Active options: NVDA TSLA AAPL PLTR AMZN SOFI AMD AVGO GOOGL
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Wells Fargo on DeepSeek: 'the market is always going to market, but if you can discern away from the screens and price action and see the forest from the trees here, I think this is all bullish'
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Mizuho on DeepSeek: 'Last week traders LOVED ALL THE SPENDING AND BUILD-OUT and today they can’t sell those long positions fast enough just on unconfirmed China claims on super low training costs'
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Tesla's Musk suggests DeepSeek 'obviously' has more NVIDIA GPUs than claimed
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Cantor Fitzgerald Reiterates Overweight Rating on NVIDIA (NVDA)
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DeepSeek is now top free app on App Store, passes ChatGPT
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DeepSeek V3 is Actually Very Bullish for Compute and NVIDIA (NVDA) - Cantor Fitzgerald
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Active options: NVDA TSLA PLTR AAPL META AMD MSTR SOFI MARA RGTI
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Stocks expected to have increasing option volume: NVDA AVGO MU DELL TSM QCOM SMCI INTC SMH
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Citi Reiterates Buy Rating on NVIDIA (NVDA)
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NVIDIA (NVDA) call put ratio 1.6 calls to 1 put into share price lower before the bell
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NVIDIA (NVDA) down 7.5% in premarket trade on DeepSeek concerns
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Nvidia shares slide 5% as China’s DeepSeek sparks questions over AI-related capex
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Active options: NVDA TSLA META PLTR AAPL MRNA AMD AMZN VZ
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NVIDIA (NVDA) shares on watch on Meta capex boost
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Active options: NVDA TSLA AAPL MSTR PLTR MARA AAL GOOGL NFLX RIOT AMZN
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Trump Says US Will Be World Capital of AI and Crypto
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Active options: NVDA TSLA AAPL PLTR AAL AMD NFLX MSTR ARM
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Active options: NVDA TSLA AAPL AMZN PLTR AMD NFLX MSFT
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Arm Holdings (ARM) CEO Says Involvement in Stargate Comes in NVIDIA (NVDA) Chips - Bloomberg
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Active options: NVDA TSLA AAPL AMZN PLTR AMD NFLX MSFT META ORCL SOFI
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NVIDIA (NVDA) call put ratio 3.2 calls to 1 put with a focus on January 31 weekly calls as share price up 3.9%
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Active options: NVDA TSLA AAPL NFLX ORCL MSFT AMD ARM AMZN
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NVIDIA (NVDA) call put ratio 2.2 calls to 1 put
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Active options: NVDA TSLA AAPL AMZN MSTR SOFI AMD PLTR INTC RGTI MARA
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Active options: NVDA TSLA AAPL AMZN MSTR SOFI AMD PLTR INTC RGTI MARA
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Active options: NVDA TSLA AAPL MSTR INTC MARA AMD META
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Active options: NVDA TSLA AAPL INTC MSTR AMD META AMZN COIN MARA
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5 chip stocks Barclays likes for 2025
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Active options: NVDA TSLA AAPL TSM PLTR SOFI AMD MSTR BAC AMZN AVGO
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Starboard Value Builds 7.7% Qorvo Stake- WSJ
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Active options: NVDA TSLA AAPL TSM PLTR SOFI AMD MSTR BAC
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Active options: NVDA UNH USB VALE TEVA T SCHW RDDT TGT CMG
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DA Davidson Remains Cautious on NVIDIA (NVDA)
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Active options: NVDA TSLA RGTI AMZN SOFI AAPL META AMD BAC KODK PLTR
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Rigetti Computing (RGTI), Other Quantum Stocks Gain as NVIDIA (NVDA) Plans Quantum Day
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NVIDIA (NVDA) GTC 2025: Quantum Day to Illuminate the Future of Quantum Computing
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NVIDIA (NVDA) call put ratio 2.1 calls to 1 put
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Active options: NVDA TSLA AAPL AMD RGTI META MSTR PLTR
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KeyBanc on Semiconductors: 'Limited Signs of a Recovery in Analog, While AI Challenged by Cross Currents'
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Active options: NVDA TSLA AAPL PLTR AMD MSTR RGTI AMZN DJT
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Bernstein on NVIDIA (NVDA): New controls 'challenging but at first blush they seem workable'
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Citi on the 'Final Chapter of Biden AI Restrictions' and NVIDIA (NVDA)

