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DeepSeek, Semiconductor stocks
Here Are the Stock Market Winners and Losers from the DeepSeek AI Upheaval
Key Takeaways AI stocks had a volatile week as Wall Street reckoned with the implications of a sophisticated, cost-efficient AI model from Chinese start-up DeepSeek.Semiconductor stocks such as Nvidia and Broadcom sold off on Monday as investors worried DeepSeek's efficiencies would temper enthusiasm for AI infrastructure spending.
Will DeepSeek Help Or Hurt AMD Stock?
DeepSeek Launch, Intel’s Price Cuts The unveiling of China’s new resource-light AI model, DeepSeek, roiled the U.S. big semiconductor stocks earlier this week.
Not just DeepSeek: Here's why Nvidia stock hasn't recovered
While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores. Many retailers received fairly low stock quantities, as Nvidia reportedly experienced manufacturing issues.
DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
7h
on MSN
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.
1d
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 ...
3d
How Snowflake Stock Gains From DeepSeek Shakeup?
We believe Snowflake could benefit from the highly cost-effective Chinese AI model, given the potential for wider AI ...
1d
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 ...
3d
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.
3d
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 ...
UVA Today
3d
Q&A: What Is DeepSeek, the Bargain AI Roiling the Stock Market?
A Chinese company’s cut-rate computing solution has upended the tech world, with companies, investors and even the U.S.
4d
A busy stock market week bookended by DeepSeek and Trump tariffs, by the numbers
News from China upset U.S. markets Monday and disrupted the frenzy that had built up around artificial intelligence.
2h
on MSN
How DeepSeek is upending AI innovation and investment after sending tech leaders reeling
Tech entrepreneurs and venture capitalists are applauding DeepSeek while cautioning that it reveals China is far more ...
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