Nvidia, Broadcom, and Arista Networks produce key components for Meta's data centers. All three stocks bear different risks at their current prices that investors need to consider before buying.

As per provisional closing data, the barometer index, the S&P BSE Sensex, added 5.39 points or 0.01% to 77,505.96. The Nifty 50 index lost 26.25 points or 0.11% to 23,482.15.

"DeepSeek means peak in AI capex return expectations," says Bank of America's top global strategist Michael Hartnett.