From Nasdaq: 2025-02-08 09:30:00

Alex Karp, CEO of Palantir Technologies, shared insights on DeepSeek, a Chinese AI start-up. Karp believes large language models are commoditized, making DeepSeek’s capabilities less surprising. DeepSeek claims to have built its model for less money, causing panic in tech stocks like Nvidia. Despite this, Karp encourages US companies to invest more in AI infrastructure.

Investors fear DeepSeek’s impact on Nvidia, causing a sell-off. However, Karp sees this as an opportunity to buy the dip. US tech giants like Meta and Microsoft continue to focus on AI infrastructure, benefiting Nvidia. Karp predicts demand for Nvidia’s processors will remain strong as new LLMs emerge.

Consider investing in Nvidia amid the sell-off, as long-term prospects are promising. The Motley Fool’s Stock Advisor team identified 10 top stocks, excluding Nvidia, with potential for high returns. Stock Advisor offers guidance on building a successful portfolio, with historical returns outperforming the S&P 500.

Randi Zuckerberg, former Facebook director and sister to Meta CEO Mark Zuckerberg, sits on The Motley Fool’s board. Author Adam Spatacco holds positions in Meta, Microsoft, Nvidia, and Palantir. The Motley Fool recommends Meta, Microsoft, Nvidia, and Palantir, with a disclosure policy.



Read more at Nasdaq: Palantir’s CEO Just Said This About DeepSeek. Here’s What It Could Mean for Nvidia Investors.