Nvidia RTX series delays. There is a strong demand online for Nvidia's new RTX 50 series graphics cards, but that doesn't necessarily translate to big sales. That's because Nvidia

Nvidia, in contrast, has nearly everything AI investors want. It's profitable, it has plenty of room to grow as AI investments expand, and its shares are relatively well priced with a forward price-to-earnings ratio of 34, compared to the tech-heavy Nasdaq-100 's 26.4. For all of those reasons, Nvidia looks like the far better AI stock right now.

Nvidia spoke positively about DeepSeek’s latest AI model, R1, saying it represented “excellent AI advancement.”

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model for a fraction of the cost.

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,

Banríon Capital Management Founder and CEO Shana Orczyk Sissel said that any pullback in shares of Nvidia - like the one sparked this week by Chinese AI startup DeepSeek - is a buying opportunity for investors.