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.
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. government trying to understand what it means for the future.
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,

Nvidia, DeepSeek

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 ...
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.
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’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 ...
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.
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 ...