Multiple analysts saw Monday’s sharp semiconductor pullbacks as overdone. One said they could prove “a buying opportunity in hindsight once the dust settles.”

Nvidia and other AI chip stocks looked to regain lost ground after the ugly sell-off sparked by news related to China's DeepSeek.

Monday’s bloodbath in Nvidia and other AI stocks wiped out some $1 trillion from the stock market’s value.

Massive artificial intelligence spending supercharged its growth, but with Nvidia due to report earnings on Feb. 26, Wall Street suggests the semiconductor stock may soon hit a ceiling. Analysts have assigned a consensus one-year price target on NVDA stock of $164 per share. That implies only a 15% gain over the next 12 months.

David Shaw's D.E. Shaw bought 5.9 million shares of Nvidia, increasing its position by 53%. Nvidia is now the largest holding. Meanwhile, D.E. Shaw sold 8.7 million shares of Palantir, reducing its stake by 45%.