Artificial intelligence (AI) is moving fast. It was only two years ago that OpenAI's GPT-3.5 models sparked the AI arms race, and the pace of innovation has since been staggering. But the best innovations often come out of left field.

President Donald Trump has threatened to impose tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.

Since the start of 2023, Nvidia 's (NASDAQ: NVDA) stock has gained an astronomical 906% as of the time of writing. It's also right around its all-time high right now, but these two facts may scare some investors off. The common thought is, "Nvidia has risen so much already; how can it increase more?"

The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.

However, discussions on the matter are currently at an early stage as the new team works through policy priorities

Looking for the best semiconductor ETFs for 2025? See this list of ETFs which could help boost your exposure to semiconductor stocks.

ASML shares jump 9% as strong chip orders ease AI spending fears. Traders eye semiconductor stocks as demand for high-end chips remains resilient.

Monday’s trading session saw mixed results in the U.S. stock market. The S&P 500 dropped by 1.5% to 6,012.28, shedding nearly 90 points, while the NASDAQ fell 3.07% to 19,341.83. On the other hand, the Dow managed to trade up by 0.

China shocked the West with its announcement of DeepSeek, an artificial intelligence network capable of competing with OpenAI, Meta and Google.

Nvidia's position in AI could be challenged by DeepSeek’s efficient models. Learn why NVDA stock might face challenges from the rise of GPU-agnostic AI.