10 AI Stocks to Watch Amid the DeepSeek Buzz

4. Broadcom Inc. (NASDAQ:AVGO)

Number of Hedge Fund Holders: 128

Broadcom Inc. (NASDAQ:AVGO) is a technology company uniquely positioned in the AI revolution owing to its custom chip offerings and networking assets. On January 28, Morgan Stanley lowered the firm’s price target on the stock to $246 from $265 and kept an “Overweight” rating on the shares. The analyst told investors that the DeepSeek release reflects evolutionary innovations in artificial intelligence, “some of which may be deflationary”. The firm has been surprised by the magnitude of the response to the DeepSeek trend, stating how the stock market reaction is “probably more important than the cause”. The firm anticipates that the innovations could bring further export controls or even reduce spending enthusiasm. The firm is trimming price targets among semiconductor suppliers exposed to AI. However, it remains positive for the group.