Lee believes this is due to persistent uncertainty surrounding the ramp-up of its Blackwell supply chain – particularly related to its NVL rack architecture. “More importantly,” Lee goes on ...

Frank Lee, global head of tech hardware and semi research at HSBC, shares his analysis after Intel shares tumble and his ...

Frank Lee is an associate data journalist, US editorial markets, for Morningstar. Lee joined Morningstar in 2023 as a financial product specialist for Morningstar Direct before moving into an ...

Nearly all sell-side analysts are bullish on Nvidia Corp.’s stock, but HSBC’s Frank Lee is no longer part of that crowd. He lowered his rating on Nvidia’s stock to hold from buy on Thursday ...

The company’s GPU pricing power stalled, according to analyst Frank Lee, as a result of a lack of average selling price momentum on the B200 to B300 chips as well as the GB200 to GB300 NVL72 ...

but HSBC's Frank Lee is no longer part of that crowd. He lowered his rating on Nvidia's stock (NVDA) to hold from buy on Thursday, with a thesis that didn't have much to do with President Donald ...