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Investors in chip major Nvidia (NVDA) are starting to breath again as hype over Chinese startup DeepSeek and its lower-cost AI model dies down. After seeing its market cap erode by a massive $589 billion in a single day on DeepSeek-driven panic, Nvidia shares have started to recover. And encouragingly for Nvidia shareholders, UBS believes the company will report Street-beating numbers for its fiscal fourth quarter on Feb. 26.