Shares in Cloudflare were rising Friday after the company reported better-than-expected fourth-quarter earnings. Cloudflare stock jumped 14% to $160.53, while Fortinet, another cybersecurity name, edged 0.

Nvidia stock rise has helped the chip maker to recoup a large chunk of its losses from the last week, when it witnessed a brutal selloff due to the Chinese start-up DeepSeek.

Because Nvidia is still growing its revenue rapidly, using trailing earning metrics can give a false impression of where the company is headed. However, they're also useful in this case because its future had a wrench thrown into it thanks to DeepSeek's breakthrough.

Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal

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

While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores. Many retailers received fairly low stock quantities, as Nvidia reportedly experienced manufacturing issues.

Nvidia stock was rising early Friday. A solid week for the artificial-intelligence chip maker is coming to a close. As of Thursday’s close, the stock was up 4% over the past four days, recouping a good chunk of its losses from the previous week when excitement about Chinese start-up DeepSeek sparked a brutal selloff.

Nvidia was one of several technology stocks hit by the emergence of Chinese AI competitor DeepSeek. An analyst sees the pullback as a buying opportunity. The NVDA Analyst: Morgan Stanley analyst Joseph Moore maintains an Overweight rating on Nvidia with a $152 price target.