Chinese artificial intelligence (AI) start-up DeepSeek sent shockwaves through the U.S. tech sector after its cost-effective, open-source, large language model (LLM) topped the download charts in Apple 's App Store in the U.S., overtaking OpenAI's ChatGPT, which has been pouring billions of dollars in its AI infrastructure and burning through cash.

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.

Artificial intelligence (AI) investing is still one of the prevailing themes in the markets. For AI investing, my top three buys today are Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM),

Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding artificial intelligence (AI). The share prices of Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom have all risen approximately 80% over the last 12 months -- handily outperforming both the S&P 500 and Nasdaq Composite.