We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other AI stocks. In September 2024,

Chinese startup DeepSeek published a research paper in which it claimed to have trained a large language model rivaling the performance of leading U.S. models, while spending much less money than U.S.

Nvidia stock shed 17% on Monday and erased $589 billion from its market cap, the worst single-day loss of market value ever, amid panic over DeepSeek.

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.

Morgan Stanley is also very bullish on the growth prospects for humanoid robots. The investment banking firm forecasts that there will be 40,000 humanoids working alongside humans in the U.S. by 2030, and that number will soar to 8 million by 2040 and 63 million by 2050.

The recovery came after US chipmaker Nvidia closed up 9 per cent on Tuesday, recouping some of the heavy losses that wiped $600bn off its market capitalisation at the start of the week, when investors fretted over the threat from China’s DeepSeek to the US supremacy in artificial intelligence.

Here are some of the major companies whose stocks moved on the week’s news.

Salem Investment Counselors Inc. cut its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 5.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.

Stock traders took some risk off the table before the Federal Reserve decision, with a trio of tech heavyweights kicking off the megacap earnings season just days after DeepSeek rattled markets.

Monday’s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.

Hedge fund stock-pickers lost billions of dollars on Monday in a rout in global technology shares sparked by the emergence of a low-cost Chinese artificial intelligence model, according to a Goldman Sachs trading update and industry figures on Tuesday.