Nvidia (NVDA) stock took a hit earlier this year after Chinese startup DeepSeek unveiled a low-cost AI chatbot, threatening its dominance. Kim Forrest, Chief Investment Officer, Bokeh Capital Partners,

The chip maker’s stock plunged after reports about the Chinese artificial-intelligence model raised fears about spending on AI infrastructure.

AI’s shift to reasoning models like DeepSeek is pushing compute demand to unprecedented levels, says NVIDIA CEO Jensen Huang. Blackwell chips are designed to

Key Takeaways This week’s post-earnings losses brought Nvidia's stock near the January lows that came after a DeepSeek-driven plunge. Analysts have largely remained bullish, pointing to Nvidia's strong outlook on the back of growing AI demand.

Trump announced Thursday that Mexico and Canada would face tariffs of 25% from March. 4 which had investors worried. Its not all bad news for the world's biggest chip maker Nvidia.

U.S. stock futures edged higher Thursday night after a sharp decline on Wall Street, driven by Nvidias steep losses despite strong earnings. Investors remain cautious ahead of the upcoming PCE inflation report.