Microsoft shares edged higher in early Tuesday trading following yesterday's AI-lead selloff as a top Wall Street analyst suggests the tech giant could benefit from a reset in thinking on capital spending.

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.

DeepSeek, the hottest name in artificial intelligence, took a Chinese hammer to several tech companies on Monday, with Microsoft, Google and especially Nvidia seeing their stock prices take a noticeable hit.

Other technology stocks trading at relatively low valuations to historical levels include Micron, Super Micro and Workday.