This week saw major moves in AI-related trading as markets reacted to breakthroughs and policy changes. Nvidia (NVDA) staged a surprise rebound, with analysts predicting it could reclaim its title as the world's most valuable company.

In China, startup DeepSeek caused shockwaves by releasing AI tools rivaling U.S. systems at lower costs, leading to a $600 billion drop in U.S. tech stocks. This triggered debates about AI competition between superpowers.

The U.S. government announced a $500 billion AI infrastructure plan involving OpenAI and Oracle to counter China's progress. Meanwhile, President Trump's new tariffs created uncertainty for tech companies relying on global supply chains.

Traders flocked to quantum computing stocks like Quantum Computing Inc. (QUBT), which surged 1,800% last year before crashing. Its recent NASA partnership has revived interest in high-risk AI plays.