10 AI Stocks to Watch Amid the DeepSeek Buzz

2. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 193

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. On January 28, Gil Luria from D.A. Davidson maintained a “Neutral” rating on Nvidia with a price target of $135.00. Amid the DeepSeek frenzy, the firm isn’t convinced that Nvidia will be able to sustain the edge that it has had. Analyst Gil Luria Luria, discussing the competitive landscape involving NVIDIA’s partner, OpenAI, highlighted the challenges faced by OpenAI. There is intense pressure on OpenAI to innovate to maintain its competitive advantage or risk losing out to competitors like DeepSeek. These changing industry dynamics are also going to impact Nvidia, which is in a partnership with OpenAI.