Nvidia and other chip stocks are bouncing. Is now the time to buy?

• Nvidia shares resume fall despite gains in European chip stocks

  ASML shares rally as Dutch group hails DeepSeek as ‘good news’
  
  Financial Times - 11h

• Portfolio manager pours cold water on Nvidia's stock bounce back

  Portfolio manager Dan Niles warns that Nvidia's shares could have further to fall after it posted the biggest one-day loss of market-cap in U.S. history.
  
  CNBC - 1d

• Big moves in 2 stocks have us taking profits in one and buying back shares in the other

  Lots of moving parts in these trades.
  
  CNBC - 1d

• Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.

  The Chinese AI service has Wall Street worried that it will be cheaper than expected to develop models. But as chip stocks sink, some analysts see a silver lining.
  
  MarketWatch - 2d

• Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative

  President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.
  
  MarketWatch - Jan. 21

• Constellation’s stock soared on AI hopes. Now the energy company is using those gains to buy Calpine in $16 billion deal.

  Constellation Energy Corp., an electricity provider whose stock has doubled over the last year on hopes it will help meet the voracious energy demand created by artificial-intelligence ...
  
  MarketWatch - Jan. 10

• Nvidia’s stock is down 9% from its recent record. That shows the short term is winning out for now.

  Nvidia’s stock is off 9% from an all-time high hit earlier this week, with investors focused more on the here and now than on new eye-popping projections of market opportunity.
  
  MarketWatch - Jan. 10

• Nvidia’s stock rallies as AI chip trade reloads for fresh run higher

  Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.
  
  MarketWatch - Jan. 7

• Nvidia, chip stocks pop after Foxconn reports record revenue

  Global semiconductor stocks climbed on Monday after Foxconn posted record fourth-quarter revenue, suggesting the AI boom has far more room to run.
  
  CNBC - Jan. 6

More from MarketWatch

• To some, OpenAI is a DeepSeek victim. But SoftBank may be more upbeat than ever.

  SoftBank reportedly is in talks to invest up to $25 billion in OpenAI and become the ChatGPT creator’s largest investor.
  
  MarketWatch - 1h

• ServiceNow’s stock falls as the outlook underwhelms. But it is conservative?

  ServiceNow’s CFO said the forecast for subscription revenue is prudent. And one analyst cheered the company’s momentum with large deals.
  
  MarketWatch - 1h

• Microsoft investors are ignoring this number that suggests better growth ahead

  Microsoft Corp. investors focused on the company’s disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: ...
  
  MarketWatch - 2h

• Whirlpool swings to a loss and guides for more weakness in 2025, sending stock down

  Appliance maker is still working to cut costs and hoping for a recovery in the U.S. housing market.
  
  MarketWatch - 3h

• Amid threats of DeepSeek disruption, IBM sees benefits from more efficient AI and deregulation

  IBM shares rallied after hours on Wednesday after the tech-infrastructure provider reported a quarterly per-share profit that beat expectations.
  
  MarketWatch - 3h

More in Business

• American Airlines regional jet carrying 64 collides midair with military helicopter near D.C. airport

  An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.
  
  CNBC - 5m
• 

  Passenger jet and US Army helicopter collide over Washington

  American Airlines flight from Kansas was approaching Reagan National
  
  Financial Times - 45m
• 

  New CVS App Lets Customers Unlock Cabinets to Pick Up Products

  The company said it was testing a feature on its app that would allow customers to unlock the cabinets instead of waiting for an employee to do so.
  
  The New York Times - 1h

• To some, OpenAI is a DeepSeek victim. But SoftBank may be more upbeat than ever.

  SoftBank reportedly is in talks to invest up to $25 billion in OpenAI and become the ChatGPT creator’s largest investor.
  
  MarketWatch - 1h

• ServiceNow’s stock falls as the outlook underwhelms. But it is conservative?

  ServiceNow’s CFO said the forecast for subscription revenue is prudent. And one analyst cheered the company’s momentum with large deals.
  
  MarketWatch - 1h