10 AI Stocks to Watch Amid the DeepSeek Buzz

5. Tesla, Inc. (NASDAQ:TSLA)

Number of Hedge Fund Holders: 99

Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. On January 27, Piper Sandler analyst Alexander Potter stated that their firm doesn’t believe that DeepSeek “represents a threat to the thesis”. The firm has been receiving several emails regarding the implications of the Chinese models on Tesla, hence the response. The lesson to be learned here is that it is possible for AI models to be trained using smaller-than-expected capex outlays. That being said, Tesla “may actually benefit from this trend,” considering how it is a GPU consumer and a capital spender. Tesla’s real advantage stems from its fleet of vehicles that have been purpose-built to collect self-driving data rather than its capex budget. The firm maintained its Overweight rating and $500 price target on Tesla shares.