Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the AI-driven investment trend, which has powered equities for two years, is intact after last month's panic-selling triggered by the Chinese startup DeepSeek.

DeepSeek is reportedly working on a semiconductor venture, rurmored to be working on developing its own in-house AI chips that would compete with NVIDIA.

Artificial intelligence (AI) is transforming how businesses, governments, and society operates. Palantir stock soared more than 350% in the last year. Nvidia has another fast-growing segment beyond data centers.

SoundHound AI suffered a massive blow on February 14, plunging 28.1% to close at $10.97 after Nvidia disclosed it had fully exited its stake in the voice AI company.

Nvidia and its $3.3 trillion market cap will have the biggest effect on the market this week among the companies reporting earnings. It will be the first time the chipmaker has posted results since the emergence of Chinese startup DeepSeek – which claims to make competitive AI models at a small fraction of the cost of U.

Tepper, who's traditionally a deep-value investor, added to his fund's stake in Nvidia and sent 1.5 million shares of a direct competitor to the chopping block in the December-ended quarter.

Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week.

Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact on the Chinese market and the evolving competition between Nvidia and local AI chip manufacturers.

As companies like Nvidia and SoftBank focus on industrial robotics as key areas for future R&D, a startup has raised funding today for another facet

Amazon is making a major play in AI hardware with Trainium2, its second-generation AI accelerator designed to compete with Nvidia’s H100 and Google’s TPUv6e.

Advanced Machine Learning The Internal Revenue Service (IRS) is preparing to purchase a state-of-the-art Nvidia SuperPod AI supercomputer to bolster its machine learning capabilities, with applications ranging from fraud detection to taxpayer behavior analysis.