C3.ai is capturing strong demand for commercial AI solutions with tools to improve productivity and operational efficiency. BigBear.ai has carved out a niche supporting mission-critical intelligence for the defense sector while moving forward with a unique focus on vision-enabled AI.

The popular phrase "reports of my death are greatly exaggerated," an adaptation of a famous Mark Twain quote, is a terrific way to describe Nvidia (NASDAQ: NVDA) after the DeepSeek bombshell (more on this below) sank its stock more than 20%.

The artificial intelligence (AI) ecosystem was rocked recently by news that Chinese start-up DeepSeek had developed a cost-effective and competent large language model on the cheap. That revelation called into question the tens of billions of dollars that are being poured into the buildout of AI infrastructure,