Quotes
But mostly we are excited to continue to execute on our research roadmap and believe more compute is more important now than ever before to succeed at our mission. the world is going to want to use a LOT of AI, and really be quite amazed by the next gen models coming."
Altman further added
Nobody questions whether Nvidia is the undisputed king and chips. What they're questioning is how much capex do you need for things like pre-training, post-training and then inference, ultimately,
Niles, founder and portfolio manager at Niles Investment Management founder, told CNBC Tuesday
I think investors should be very careful about assuming that this is the bottom,
he told CNBC's Sri Jegarath and Chery Kang on Tuesday's "Squawkbox Asia."
It's difficult to work out if the worst is now over, or if yesterday's slump was just another sign that the top is already in for US equities,
said David Morrison, senior analyst at Trade Nation
It may be too early to write off Nvidia yet, even though the prospect of a Chinese rival is causing a crisis for the chip maker,
she addedWe're getting the typical bounce-back rally you'd expect when you have news that's not very specific and more of a potential for a future change,
said Rick Meckler, partner, Cherry Lane Investments, a family investment office in New Vernon, New JerseyLong term, I still think it's great. This story out of China with DeepSeek — we shot first, we're asking questions now,
the strategist saidTrump wants this American Iron Dome, and guess who helped with the Israeli Iron Dome? Raytheon. So if this does come to pass, expect Raytheon to be okay,
Woods saidI think it's an opportunity to buy the stock. The quarter was pretty solid. People were concerned about 25% tariffs that weren't mentioned in their guidance
he saidChina is going to be competitive in AI software and eventually hardware,
said the brokerage’s analysts
We expected China to be competitive in AI, as they have been spending quite a bit of money developing AI, and export controls cannot prevent those investments,
the brokerage said in a recent noteWe think the selling is overdone,
Wells Fargo Investment Institute strategists wrote in a note late on MondayWe think the knee-jerk reaction for the [Independent Power Producers] is overdone and that the AI landscape has not completely changed overnight,
Kalton saidWe believe, however, this panic selling of the [data centers] seems overblown and disagree with the negative sentiment. Instead, we think that more efficient LLMs/training models will actually boost demand for high performance GPU companies and those that build data centers,
Erik Rasmussen of Stifel said in a noteDeepSeek is, on the surface, a negative development. At the same time, Microsoft has architected its own applications (e.g. GitHub Copilot, M365 Copilot) to work with any LLM, not just those from OpenAI. ... On balance, we believe Microsoft (and OpenAI) will likely remain well-positioned for GenAI and would be buyers of any weakness,
Jaluria wroteCiti tech analysts remain bullish on NVDA, and our updated bubble work does not point to an end of the US equity bull market,
Citi's Adam Pickett said in a note to clients, in a note representative of the optimism among the sell-side crowdThe point is AI is a massive disruption, and, in the past, when you had disruption, you always had new players coming in and trying to challenge the major players. That's the game all these companies are in,
Mamalet addedWhen you look at valuations, we all know that they are expensive, especially tech valuations, but they are expensive for a reason, namely earnings growth,
said Yvan Mamalet, senior economist at Kleinwort HambrosThe news yesterday was saying maybe the earnings growth will not be as good as what the market was expecting,
he saidIf you could do it cheaper, if you could do it (for) less (and) get to the same end result, I think that’s a good thing for us,
he told reporters on board Air Force One