Artificial intelligence (AI) is moving fast. It was only two years ago that OpenAI's GPT-3.5 models sparked the AI arms race, and the pace of innovation has since been staggering. But the best innovations often come out of left field.

Monday’s DeepSeek sell-off may have rattled investors who picked up shares of a top semiconductor play at any time over the past few weeks. Undoubtedly, it’s not hard to imagine many new retail investors panicking in the face of Nvidia (NASDAQ:NVDA) stock’s sudden double-digit percentage decline.

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

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.

Two U.S. Congress members are calling on President Donald Trump's administration to consider restricting the export of artificial intelligence chips made by Nvidia, alleging Chinese AI firm DeepSeek has relied on them.

Chip stocks in the U.S. and Europe rose on Wednesday for a second straight day, recovering from a punishing selloff triggered by China's low-cost DeepSeek artificial intelligence tool at the start of the week.