Overview: DeepSeek is stirring up a new paradigm of computing power, and chip spending is still expected to grow strongly.
Citigroup Analysts stated that despite the success of DeepSeek raising questions about the costs of AI development, AI spending should continue to grow strongly at present, noting that the company's model is based on leveraging Cloud Computing Service providers, while this technology is still in its infancy. Morgan Stanley remains Bullish on chip manufacturers but has lowered some Target Prices. Analyst comment: Citigroup analyst Christopher Danely indicated that although AI spending growth does not seem to be slowing down, "there will ultimately need to be some form of return on investment (ROI), otherwise spending may quickly slow down." "Whenever
The Three-year Earnings Decline Has Likely Contributed ToAmbarella's (NASDAQ:AMBA) Shareholders Losses of 48% Over That Period
DeepSeek: not only a milestone in China's AI technology.
The explosive success of DeepSeek is not only a milestone for AI technology in China but also a "paradigm revolution" in the Global AI Industry.
A comprehensive read | DeepSeek released a new model on New Year's Eve, is the revolution of multimodal unification coming?
As Deepseek makes waves in the global AI community and prompts Wall Street to conduct a tense evaluation, it once again brings surprises to the world. At 12:28 AM on January 28, 2025, Peking time, the DeepSeek team released two multimodal frameworks - Janus-Pro and JanusFlow. This time, the focus is on Janus-Pro. Janus-Pro is an innovative framework for unified multimodal understanding and generation, an upgraded version of Janus, which significantly enhances the model's adaptability across different tasks by decoupling visual encoding.
Rosenblatt Securities Maintains Ambarella(AMBA.US) With Buy Rating, Maintains Target Price $100
Shares of Semiconductor Companies Are Trading Lower Amid AI Competition Concerns From China's DeepSeek AI Model.
A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.
What is more important than technology is vision.
Ambarella Is Maintained at Positive by Susquehanna
Ambarella Price Target Raised to $100.00/Share From $95.00 by Susquehanna
Ambarella Analyst Ratings
SIG Maintains Ambarella(AMBA.US) With Buy Rating, Raises Target Price to $100
These 2 Artificial Intelligence (AI) Stocks Are Outpacing Nvidia's, and They Can Still Soar Higher
We're Not Worried About Ambarella's (NASDAQ:AMBA) Cash Burn
SIG Maintains Ambarella(AMBA.US) With Buy Rating, Raises Target Price to $95
The Global Technology feast CES "money-making gift package" is coming! A summary of five major investment opportunities.
This year's largest Technology event has brought us many interesting new products. This article mainly reviews for mooers the major trends in consumer electronics investment focused on at the CES 2025.
Oppenheimer Maintains Ambarella(AMBA.US) With Hold Rating
Ambarella (AMBA) Receives a Hold From Oppenheimer
Stifel Maintains Ambarella(AMBA.US) With Buy Rating, Maintains Target Price $95
Ambarella's Strategic Edge AI Positioning and Market Potential Justify Buy Rating
Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors Evaluate CES...