Tesla's Musk suggests DeepSeek 'obviously' has more NVIDIA GPUs than claimed
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Tesla is reporting earnings after the close. Watch these numbers
January 29, 2025 2:00 PM ESTTesla (NASDAQ: TSLA) is set to report its fourth-quarter earnings today after the market close, with analysts closely watching key metrics, including vehicle deliveries, gross margins, and updates on future products like the low-cost EV and Robotaxi.
Cantor Fitzgerald said... More
Raymond James on NVIDIA (NVDA): 'Key Technical Levels As Elephant In The Room Takes A Tumble'
January 28, 2025 10:44 AM ESTRaymond James on NVIDIA (NASDAQ: NVDA): 'Key Technical Levels As Elephant In The Room Takes A Tumble'
The analyst, Javed Mirza, comments "What is happening: NVIDIA Corporation (NVDA) is showing signs of technical weakness consistent with a new intermediate-term (1-3 month) corrective phase attempting to take hold. Price Momentum is weakening (see red circle, top panel, Exhibit 1) and the stock closed below an important technical level near the 40-week moving average (see thin blue line, third panel, Exhibit 1). In addition, Relative Strength is deteriorating versus the S&P 500 (see red arrow, second panel,... More
Tigress Financial Partners Upgrades NVIDIA (NVDA) to Strong Buy, PT $220
January 28, 2025 9:45 AM ESTTigress Financial Partners analyst Ivan Feinseth upgraded NVIDIA (NASDAQ: NVDA) from Buy to Strong Buy with a price target of $220.00.
The analyst comments "We upgrade our investment rating from Buy to Strong Buy and increase our 12-month target price to $220 as NVDA continues to be a core holding in the powerful AI investing theme and the industry-leading beneficiary of the significant capital investment in AI development driving the ongoing acceleration of AI adoption across all industries and enterprises, which will continue to drive significant revenue and cash flow growth and greater shareholder... More
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'
January 27, 2025 1:58 PM ESTItau BBA analyst Thiago Kapulskis reiterated an Outperform rating and $164.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "What Happened? On Friday, NYT, Ben Thompson, and Vital Knowledge all wrote about DeepSeek (a Chinese AI startup) posing a threat to OpenAI.... More
Morgan Stanley on Tesla (TSLA): 'DeepSeek and TSLA: Precursor to a Humanoid 'Sputnik' Moment?'
January 27, 2025 10:51 AM ESTMorgan Stanley analyst Adam Jonas reiterated an Overweight rating and $430.00 price target on Tesla (NASDAQ: TSLA).
The analyst comments "Why does DeepSeek matter? Advancement in genAI/LLMs directly impacts the advancement of foundation model training for robotics (AVs, eVTOL, AMRs, humanoids, etc). More than any other factor, the growing investor interest in embodied AI has been driven by recent advancements in genAI/supercomputing. - Direction of travel will ultimately get physical. Just as chatbots need textual data to train LLM foundation models, physical robots need vision data to train their VLA (vision, language, actuation)... More
