The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, VandaTrack said.

When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market for graphics processing units (GPUs), so it was the right company at the right time to deliver monster returns to investors.

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.

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the tech vendor’s 2Q 2025 earnings call.

Nvidia is launching its next-gen RTX 5090 and RTX 5080 GPUs today, but it’s also releasing an exciting update for existing RTX GPU owners. A new GPU driver (572.16) allows you to force DLSS 4 inside games or apps that don’t currently support it, providing improved image quality and even less VRAM usage in some cases.

The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for tech stocks.

Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great opportunity for long-term investors.

In its own research, DeepSeek said it had “distilled” models from its R1 system based on other open-source systems. Unlike OpenAI’s closed systems, some models such as Meta’s Llama are open-source and freely available for use.

Tesla’s fourth-quarter adjusted earnings miss analysts’ estimates but the stock rises on optimism over the electric-vehicle maker’s growth projections, Microsoft’s Azure growth misses estimates, and Meta’s fourth-quarter profit handily tops forecasts.

Nvidia stumbled on Wednesday, falling 5% after shares rebounded from the 200-day moving average on Tuesday. Earnings from a key customer, Microsoft, on Wednesday and the spending outlook for the software giant may be key to Nvidia.