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:

Nvidia and Broadcom claw back some losses from Monday’s deep selloff in artificial-intelligence stocks, while General Motors posts better-than-expected adjusted earnings.

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

The Nasdaq is currently experiencing a significant pullback. It is currently down 3.5% and has gone below the 20,000 level to the 19,250 range. Many are calling this downturn a “black swan event” for tech stocks.

Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock through Wall Street.

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 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.

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.

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.

Broadcom stock sold off on Monday following DeepSeek's release. Read why I think AVGO represents a solid short-term and long-term Buy.