Nvidia was falling early Friday as politicians and Big Tech firms comment on the effects of Chinese firm DeepSeek’s apparently low-cost AI.

In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan.

Nvidia and other U.S. AI stocks rebounded Tuesday after Monday’s DeepSeek-driven sell-off. Nvidia shares rose 9% but were still below Friday’s close. Analysts at Bernstein, Citi, Wedbush, and others suggested Monday’s sell-off was overblown,

For a slew of AI chip companies chomping to dethrone Nvidia, DeepSeek is the opening they’ve been waiting for.

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DeepSeek has raised questions about the effectiveness of US chip restrictions that aim to curtail China’s tech development. Now, the White House and the FBI are trying to determine if DeepSeek managed to buy advanced Nvidia chips through middlemen in Singapore to bypass those limits,