In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent updates impacting the AI market. To learn more, check out the short video, consider subscribing, and click the special offer link below. Start Your Mornings Smarter!

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.

Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal

Perhaps no stock was more profoundly affected by the news from DeepSeek than Nvidia (NVDA -2.42%). In a sense, DeepSeek validated its dominance by announcing its H800 accelerators

Nvidia was one of several technology stocks hit by the emergence of Chinese AI competitor DeepSeek. An analyst sees the pullback as a buying opportunity. The NVDA Analyst: Morgan Stanley analyst Joseph Moore maintains an Overweight rating on Nvidia with a $152 price target.