In the midst of AI’s rapid transformation, BofA Securities analyst Vivek Arya sees a significant opportunity for NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:

The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.

Shares of Nvidia, Broadcom, and ASML slump as China’s DeepSeek threatens the companies’ dominance in artificial intelligence, while AI energy and infrastructure stocks such as Vistra and GE Vernova tumble.

Nvidia ( NVDA) stock tanked on Monday, falling more than 17% and losing nearly $600 billion off its market cap as investors digested the growing popularity of a new cost-effective artificial intelligence model from the Chinese startup DeepSeek.

Nvidia has a reputation for being an "employer of choice." This gives Nvidia an advantage over other tech companies that are competing for employees with similar skills. Nvidia has many competitive advantages,

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.

Monday’s trading session saw mixed results in the U.S. stock market. The S&P 500 dropped by 1.5% to 6,012.28, shedding nearly 90 points, while the NASDAQ fell 3.07% to 19,341.83. On the other hand, the Dow managed to trade up by 0.

Nvidia shares tumbled Wednesday, dashing hopes for a quick recovery from losses earlier in the week amid concerns about the competitiveness of American AI firms and their spending on the emerging technology.

Broadcom's AI revenue is resilient to trade wars and sanctions, unlike Nvidia, making it a better investment in the current climate. Read more about AVGO stock here.

Nvidia and Broadcom stock each rallied 5% in premarket trade, which is not nearly enough to make up for Monday's falls, when both shares dropped 17% on concerns over demand after the emergence of low-cost AI chatbot DeepSeek.

While Meta surges on AI success despite DeepSeek concerns, Microsoft stumbles on cloud growth. How are these tech giants betting billions on AI's future?