DeepSeek, AI

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.
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.
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 trillion market rout on Monday.
DeepSeek is a ‘wake up call’ to buy more stocks, says Goldman Sachs
As we’ve written numerous times elsewhere, the cause of Monday’s DeepSeek market wobble were fears that good-enough LLMs won’t cost billions to build and run, and that supplying them won’t be a winner-take-all competition.
Goldman Sachs: DeepSeek is triggering a correction, not a bear market
Goldman Sachs is telling investors to take a breath. Peter Oppenheimer, the bank’s chief global equity strategist, has told investors today that markets aren’t crashing—just cooling. “In our view, this is a correction and not the start of a sustained bear market,
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.
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 ...
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 ...
How DeepSeek is upending AI innovation and investment
Over at Google, Demis Hassabis, CEO of Google’s AI-focused DeepMind division said the company will spend more than $100 billion to develop AI technology. Amazon is developing its own AI chips and has ...
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 ...
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.
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 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 ...