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 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,

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.

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.

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 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.

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.

Dow Jones Futures: AI stock leaders Nvidia, Broadcom and Astera Labs all crashed on DeepSeek fears Monday. In the closing of the recent trading day, Sunoco LP (SUN) stood at $55.82, denoting a +0.02% change from the preceding trading day. A new AI model from Chinese company DeepSeek is undermining the AI boom's darling, Nvidia.

Shares of Nvidia, Broadcom, and ASML slump as China’s DeepSeek threatens the companies’ dominance in artificial intelligence, and Tesla falls ahead of earnings from the electric-vehicle giant later this week.

After Monday's dramatic crash, tech stocks made a solid recovery in Tuesday’s premarket. Nvidia led the way, climbing 5.29% to $124.91, with Broadcom not far behind, gaining 4.82% to $211.87. Advanced Micro Devices and Intel also posted modest gains of 1.