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

President Donald Trump has threatened to introduce tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.

Exchange-traded funds that invest in semiconductor stocks swung into positive territory on Tuesday, erasing losses seen earlier in the trading session after being beaten down Monday. The iShares Semiconductor ETF was up 0.

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All told, Nvidia’s market share and its margins are bound to fall, and perhaps sooner than investors had thought before DeepSeek came on the scene. But there is still plenty of scope for it to remain a dominant player. And a wildcard remains: whether Mr Huang is truly the visionary his admirers believe him to be.

Since the start of 2023, Nvidia 's (NASDAQ: NVDA) stock has gained an astronomical 906% as of the time of writing. It's also right around its all-time high right now, but these two facts may scare some investors off. The common thought is, "Nvidia has risen so much already; how can it increase more?"

Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

Shares of exchange-traded funds that hold semiconductor stocks were down Tuesday morning, extending Monday’s selloff sparked by DeepSeek fears. The iShares Semiconductor ETF, whose top holdings as of Monday included Broadcom Inc.

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.

In a CNBC interview, Scale AI’s CEO Alexandr Wang disclosed that DeepSeek holds over 50,000 NVIDIA H100 chips, restricted from public discussion due to US export regulations. This revelation sparks discussions on AI competition and the impact of tech restrictions on international companies.

EST Nvidia releases its first statement on DeepSeek as its stock dipped to a 18% loss on the day, calling the Chinese company’s model “an excellent AI advancem