Evercore ISI analyst Mark Lipacis is shrugging off Wall Street's concerns about Nvidia Corp.'s stock as he recommends buying it ahead of the company's earnings report.

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Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...

In a note on Monday, EvercoreISI analyst Mark Lipacis points to three reasons for the weakness after talking with clients. They include: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts ...