Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), Marvell Technology ( MRVL -18.96%), and Arista Networks ( ANET -23.50%), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT.

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Foundry giant Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, released its fourth-quarter 2024 results on Jan. 16, and investors reacted positively to the company's performance as it not only beat Wall Street's expectations but also delivered better-than-expected guidance.

Microsoft and Salesforce could see greater adoption of their AI offerings if they pass cost savings on to customers. And Snowflake could benefit from a rise in database queries as AI proliferates.

Investors piled back into Nvidia and other U.S. AI stocks Tuesday, although recent volatility had some on Wall Street tempering their expectations.

Broadcom’s business relies heavily on their networking products, which are crucial for data transfer in AI systems. If the market for premium AI chips experiences a downturn, amid the rise of DeepSeek, it could create a domino effect, potentially hurting sales of Broadcom’s supporting technologies and components.

On Monday, as DeepSeek’s recently introduced innovations wiped over $1 trillion off the value of U.S. stocks, and just days after announcing a privately funded $500 billion AI infrastructure push, President Donald Trump said DeepSeek’s rise was “a wake-up call for our industries that we should be laser-focused on competing to win.”

We recently compiled a list of the 35 Most Important AI Stocks for 2025 According to JPMorgan. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against the other AI stocks.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this

Shares of exchange-traded funds that hold semiconductor stocks were down Tuesday morning, extending Monday’s selloff sparked by DeepSeek fears. The iShares Semiconductor ETF, whose top holdings as of Monday included Broadcom Inc.

We recently compiled a list of the 10 Best Semiconductor Stocks to Buy for the AI Boom. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited

The US tried to limit China's AI advancements with chip restrictions. It may have fueled the innovation behind DeepSeek instead.