Nvidia Sell-Off a "DeepSeek Moment," AI Revolution Just Beginning, Wedbush Says

MT Newswires Live11-21

Nvidia's (NVDA) post-earnings sell-off is similar to the "DeepSeek Moment" in January, with the tech bears raising concerns in the last 24 hours on social media over the sustainability of the artificial intelligence revolution, Wedbush Securities said in a note Friday.

Analysts said this is a gut check phase, "but just the beginning," of the AI revolution, and investors should buy tech stocks and AI winners, including Nvidia, Microsoft (MSFT), Oracle (ORCL), Alphabet's (GOOG) Google, Palantir Technologies (PLTR), Tesla (TSLA), Apple (AAPL), CrowdStrike (CRWD), Palo Alto Networks (PANW), and Amazon.com (AMZN).

The brokerage said this is just Year 3 of a potential 10-year AI Revolution buildout, with $3 trillion to $4 trillion expected to be invested in AI over the next few years. This year, Big Tech is expected to spend nearly $400 billion, up from prior estimates of $280 billion, marking the first phase of an AI-driven capex supercycle, according to the note.

Wedbush maintained an outperform rating on Nvidia, Apple, Amazon, CrowdStrike, Microsoft, Netflix, Palo Alto Networks, Palantir, and Tesla.

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vuvence IX
·11-22
Nvidia, will consider getting in at about 155 if it gets down there in the next few months.
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mark2012
·11-22
US considering letting Nvidia sell H200 chips to China, sources say By Reuters https://www.reuters.com/world/asia-pacific/us-considering-letting-nvidia-sell-h200-chips-china-sources-say-2025-11-21/ Watch the price if that happens[Speechless] [Sad] [Spurting] [Spurting] [Spurting]
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Anna999
·11-21
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This year, Big Tech is expected to spend nearly $400 billion, up from prior estimates of $280 billion, marking the first phase of an AI-driven capex supercycle, according to the note.</p><p>Wedbush maintained an outperform rating on Nvidia, Apple, Amazon, CrowdStrike, Microsoft, Netflix, Palo Alto Networks, Palantir, and Tesla.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2585145278","content_text":"Nvidia's (NVDA) post-earnings sell-off is similar to the \"DeepSeek Moment\" in January, with the tech bears raising concerns in the last 24 hours on social media over the sustainability of the artificial intelligence revolution, Wedbush Securities said in a note Friday.Analysts said this is a gut check phase, \"but just the beginning,\" of the AI revolution, and investors should buy tech stocks and AI winners, including Nvidia, Microsoft (MSFT), Oracle (ORCL), Alphabet's (GOOG) Google, Palantir Technologies (PLTR), Tesla (TSLA), Apple (AAPL), CrowdStrike (CRWD), Palo Alto Networks (PANW), and Amazon.com (AMZN).The brokerage said this is just Year 3 of a potential 10-year AI Revolution buildout, with $3 trillion to $4 trillion expected to be invested in AI over the next few years. This year, Big Tech is expected to spend nearly $400 billion, up from prior estimates of $280 billion, marking the first phase of an AI-driven capex supercycle, according to the note.Wedbush maintained an outperform rating on Nvidia, Apple, Amazon, CrowdStrike, Microsoft, Netflix, Palo Alto Networks, Palantir, and Tesla.","news_type":1,"symbols_score_info":{"NVDA":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":502780796588600,"gmtCreate":1763757817410,"gmtModify":1763762747467,"author":{"id":"4217445003125362","authorId":"4217445003125362","name":"mark2012","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":1,"idStr":"4217445003125362","authorIdStr":"4217445003125362"},"htmlText":"US considering letting Nvidia sell H200 chips to China, sources say By Reuters https://www.reuters.com/world/asia-pacific/us-considering-letting-nvidia-sell-h200-chips-china-sources-say-2025-11-21/ Watch the price if that happens[Speechless]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;","listText":"US considering letting Nvidia sell H200 chips to China, sources say By Reuters https://www.reuters.com/world/asia-pacific/us-considering-letting-nvidia-sell-h200-chips-china-sources-say-2025-11-21/ Watch the price if that happens[Speechless]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;","text":"US considering letting Nvidia sell H200 chips to China, sources say By Reuters https://www.reuters.com/world/asia-pacific/us-considering-letting-nvidia-sell-h200-chips-china-sources-say-2025-11-21/ Watch the price if that happens[Speechless] [Sad] [Spurting] [Spurting] [Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502780796588600","repostId":2585145278,"repostType":2,"repost":{"id":"2585145278","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1763736885,"share":"https://ttm.financial/m/news/2585145278?lang=&edition=fundamental","pubTime":"2025-11-21 22:54","market":"sh","language":"en","title":"Nvidia Sell-Off a \"DeepSeek Moment,\" AI Revolution Just Beginning, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2585145278","media":"MT Newswires Live","summary":" $Nvidia(NVDA)$'s (NVDA) post-earnings sell-off is similar to the \"DeepSeek Moment\" in January, with the tech bears raising concerns in the last 24 hours on social media over the sustainability of...","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s (NVDA) post-earnings sell-off is similar to the &#34;DeepSeek Moment&#34; in January, with the tech bears raising concerns in the last 24 hours on social media over the sustainability of the artificial intelligence revolution, Wedbush Securities said in a note Friday.</p><p>Analysts said this is a gut check phase, &#34;but just the beginning,&#34; of the AI revolution, and investors should buy tech stocks and AI winners, including Nvidia, Microsoft (MSFT), Oracle (ORCL), Alphabet&#39;s (GOOG) Google, <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies (PLTR), <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA), Apple (AAPL), <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> (CRWD), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN).</p><p>The brokerage said this is just Year 3 of a potential 10-year AI Revolution buildout, with $3 trillion to $4 trillion expected to be invested in AI over the next few years. This year, Big Tech is expected to spend nearly $400 billion, up from prior estimates of $280 billion, marking the first phase of an AI-driven capex supercycle, according to the note.</p><p>Wedbush maintained an outperform rating on Nvidia, Apple, Amazon, CrowdStrike, Microsoft, Netflix, Palo Alto Networks, Palantir, and Tesla.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Sell-Off a \"DeepSeek Moment,\" AI Revolution Just Beginning, Wedbush Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Sell-Off a \"DeepSeek Moment,\" AI Revolution Just Beginning, Wedbush Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-11-21 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s (NVDA) post-earnings sell-off is similar to the &#34;DeepSeek Moment&#34; in January, with the tech bears raising concerns in the last 24 hours on social media over the sustainability of the artificial intelligence revolution, Wedbush Securities said in a note Friday.</p><p>Analysts said this is a gut check phase, &#34;but just the beginning,&#34; of the AI revolution, and investors should buy tech stocks and AI winners, including Nvidia, Microsoft (MSFT), Oracle (ORCL), Alphabet&#39;s (GOOG) Google, <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies (PLTR), <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA), Apple (AAPL), <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> (CRWD), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN).</p><p>The brokerage said this is just Year 3 of a potential 10-year AI Revolution buildout, with $3 trillion to $4 trillion expected to be invested in AI over the next few years. This year, Big Tech is expected to spend nearly $400 billion, up from prior estimates of $280 billion, marking the first phase of an AI-driven capex supercycle, according to the note.</p><p>Wedbush maintained an outperform rating on Nvidia, Apple, Amazon, CrowdStrike, Microsoft, Netflix, Palo Alto Networks, Palantir, and Tesla.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2585145278","content_text":"Nvidia's (NVDA) post-earnings sell-off is similar to the \"DeepSeek Moment\" in January, with the tech bears raising concerns in the last 24 hours on social media over the sustainability of the artificial intelligence revolution, Wedbush Securities said in a note Friday.Analysts said this is a gut check phase, \"but just the beginning,\" of the AI revolution, and investors should buy tech stocks and AI winners, including Nvidia, Microsoft (MSFT), Oracle (ORCL), Alphabet's (GOOG) Google, Palantir Technologies (PLTR), Tesla (TSLA), Apple (AAPL), CrowdStrike (CRWD), Palo Alto Networks (PANW), and Amazon.com (AMZN).The brokerage said this is just Year 3 of a potential 10-year AI Revolution buildout, with $3 trillion to $4 trillion expected to be invested in AI over the next few years. This year, Big Tech is expected to spend nearly $400 billion, up from prior estimates of $280 billion, marking the first phase of an AI-driven capex supercycle, according to the note.Wedbush maintained an outperform rating on Nvidia, Apple, Amazon, CrowdStrike, Microsoft, Netflix, Palo Alto Networks, Palantir, and Tesla.","news_type":1,"symbols_score_info":{"NVDA":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":502701193659104,"gmtCreate":1763738388574,"gmtModify":1763738542955,"author":{"id":"4201495322036722","authorId":"4201495322036722","name":"Anna999","avatar":"https://community-static.tradeup.com/news/0e8e00d182a5d907663360cd3cf2a0e9","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":12,"crmLevelSwitch":0,"idStr":"4201495322036722","authorIdStr":"4201495322036722"},"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502701193659104","repostId":2585145278,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":12,"commentSize":3,"repostSize":4,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}