US-listed shares of tech giants Nvidia, TSMC, and others are gaining some lost ground after China's DeepSeek rattled stock markets.

DeepSeek just shook up the artificial intelligence (AI) world in the biggest way since OpenAI launched ChatGPT in late 2022. The Chinese company's new R1 large language model (LLM) reportedly matches or beats OpenAI's o1 model on some benchmarks.

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

Nvidia and other U.S. AI stocks rebounded Tuesday after Monday’s DeepSeek-driven sell-off. Nvidia shares rose 9% but were still below Friday’s close. Analysts at Bernstein, Citi, Wedbush, and others suggested Monday’s sell-off was overblown,

Banríon Capital Management Founder and CEO Shana Orczyk Sissel said that any pullback in shares of Nvidia - like the one sparked this week by Chinese AI startup DeepSeek - is a buying opportunity for investors.