The days of US stock outperformance are over as DeepSeek threatens AI returns, Bank of America warns. These 2 'quiet' trades are 'breaking with upside' instead.
"DeepSeek means peak in AI capex return expectations," says Bank of America's top global strategist Michael Hartnett.
Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout, firm says
The messaging was rolled out on platforms such as X and META.O Facebook and Instagram, as well as Chinese services Toutiao ...
Nvidia stock has crossed a red line that points to more pain after this week's DeepSeek rout
Nvidia crossed below its 200-day moving average this week for the first time since 2023. Analysts say the correction could ...
DeepSeek’s Rise: How a Chinese Start-Up Went From Stock Trader to A.I. Star
The little-known artificial intelligence firm has emphasized research, even as it emerged as the brainchild of a hedge fund.
DeepSeek has shattered basis of US AI stock market surge
The last place the tech giants expected any competition to emerge from was China, because US capitalism was the great innovator and China a mere imitator.
DeepSeek Isn’t the Only Reason Big Tech Might Lose Its Edge on the Rest of the Stock Market
The rest of the stock market could finally catch up to the Magnificent Seven this year—and it has nothing to do with DeepSeek ...
Eaton: Still Pricey After DeepSeek Dive
Eaton Corp. expects 7-9% sales growth in 2025. See why ETN stock is still a hold, despite recent pullbacks and high ...
Why Goldman Sachs says the DeepSeek plunge doesn't point to the start of a big stock market correction
"In our view this is a correction and not the start of a sustained bear market," Goldman Sachs said. DeepSeek sparked a $1 ...