DeepSeek's emergence in late January loped nearly $600 billion from Nvidia's market value, the largest single-day move on record.

Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are many risks to be revealed on February 26.

Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips. TD Cowen’s Michael Elias said his team’s finding points to “a potential oversupply position” for Microsoft. Shares of Nvidia fell 4% on Friday.

What happens with Nvidia matters for the entire U.S. stock market. The chip company has grown into the second-largest company on Wall Street, which means the stock’s movement carries more weight on the S&P 500 and other indexes than every company except Apple. The tech giant, based in Santa Clara, California, is now worth over $3 trillion.

Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as investors doubt the hefty spending on the technology after low-cost AI models from China's DeepSeek rattled the industry.

In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent updates affecting the semiconductor giant. To learn more, check out the short video, consider subscribing, and click the special offer link below.