Active options: NVDA AMD TSLA GOOGL PLTR GOOG UBER AMZN SMCI

FREE Breaking News Alerts from StreetInsider.com!

E-mail Address

StreetInsider.com Top Tickers, 10/11/2026

1. HUM
2. SPCX
3. ALHC
4. T
5. PEP
6. TMUS
7. SPY
8. CVS
9. UNH
10. AXP

Go back to Active options: NVDA AMD TSLA GOOGL PLTR GOOG UBER AMZN SMCI

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