🌐
Reuters
reuters.com › technology › chinas-deepseek-sets-off-ai-market-rout-2025-01-27
DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss | Reuters
January 28, 2025 - NEW YORK/LONDON/SINGAPORE, Jan ... on Wall Street. Last week, Chinese startup DeepSeek launched a free AI assistant that it says uses less data at a fraction of the cost of incumbent services....
🌐
The Guardian
theguardian.com › business › 2025 › jan › 27 › what-is-deepseek-and-why-did-us-tech-stocks-fall
What is DeepSeek and why did US tech stocks fall? | DeepSeek | The Guardian
January 28, 2025 - It has been compared to a modest ... wondering whether they now need to buy as many of Nvidia’s tools. Its market value fell by $600bn on Monday....
Discussions

Nvidia refutes report that China’s DeepSeek is using its banned Blackwell AI chips
What is the point of this article? More on reddit.com
🌐 r/stocks
42
41
2 weeks ago
Deepseek and AI Valuations
Isnt it 6 million instead of billion? More on reddit.com
🌐 r/stocks
165
139
January 25, 2025
Nvidia loses $465bn in value - biggest in US stock market history, as DeepSeek sparks US tech sell-off
It'll be ok, they still have a lot of imaginary money left. More on reddit.com
🌐 r/pcgaming
648
7747
December 26, 2024
Markets are Overreacting to DeepSeek
The fears are probably overblown, but recent valuations of these tech stocks were approaching absurd levels. Nothing wrong with reverting back to more rational pricing in the market IMO. More on reddit.com
🌐 r/investing
819
2300
November 30, 2024
🌐
The Bridge Chronicle
thebridgechronicle.com › home › tech › nvidia responds to claims that deepseek used ‘banned’ chips to affect us stock market
Nvidia Responds to Claims That DeepSeek Used ‘Banned’ Chips to Affect US Stock Market
5 days ago - Nvidia responds to allegations that China's DeepSeek, which caused a significant dip in the US stock market in January 2025, used 'banned' Nvidia chips. The tech giant addresses the claims amid growing concerns over chip exports and international ...
🌐
Stanford FSI
cyber.fsi.stanford.edu › publication › taking-stock-deepseek-shock
Taking Stock of the DeepSeek Shock | FSI
February 5, 2025 - As China heads into the Lunar New Year, DeepSeek has “gone quiet” into “holiday mode.” With its Hangzhou headquarters deserted, the rest of the world ponders the shock and reverberation after the company’s release of its artificial intelligence (AI) reasoning model R1 and non-reasoning model V3. These models perform on par with OpenAI’s o1 reasoning model and GPT-4o, respectively, at a minor fraction of the price. On January 27, the U.S. stock market and tech stocks took one of the biggest tumbles in history, with chipmaker Nvidia falling 18%, losing $589 billion in market value.
🌐
Reddit
reddit.com › r/stocks › nvidia refutes report that china’s deepseek is using its banned blackwell ai chips
r/stocks on Reddit: Nvidia refutes report that China’s DeepSeek is using its banned Blackwell AI chips
2 weeks ago -

Nvidia pushed back on a report claiming that Chinese AI startup DeepSeek is using smuggled Blackwell chips to train its upcoming model. The company said it has “not seen any substantiation” to support the claim. The allegation came from The Information, which reported that restricted Nvidia hardware had somehow made its way into China despite export controls. Nvidia’s response was short and direct, signaling that they don’t believe the report is backed by solid evidence at this point. This comes at a time when scrutiny around chip exports, enforcement, and possible leakages is already intense. If anything concrete does surface, it could have serious implications but for now, it’s still unproven. What do you think noise, or something regulators will dig into deeper?

Source: https://www.cnbc.com/2025/12/10/nvidia-report-china-deepseek-ai-blackwell-chips.html

🌐
The Motley Fool
fool.com › investing › how-to-invest › stocks › how-to-invest-in-deepseek-stock
Can You Buy DeepSeek Stock? 2025 Details & Alternatives | The Motley Fool
3 weeks ago - Step 6: Review your purchase: Check your portfolio to ensure your order was filled as expected and adjust your investment strategy accordingly. Loading paragraph... You can't currently invest in DeepSeek because it's a privately held company owned by Chinese hedge fund High-Flyer.
🌐
AllianceBernstein
alliancebernstein.com › corporate › en › insights › investment-insights › what-does-the-deepseek-halo-teach-us-about-chinese-stocks.html
What Does the DeepSeek Halo Teach Us About Chinese Stocks? | AB
February 28, 2025 - Two factors have buoyed the Chinese market. First, Chinese policymakers have been easing fiscal, monetary and regulatory policies to boost demand. Second, we’ve seen renewed enthusiasm for Chinese technology and AI, spurred by DeepSeek’s impact on Western investors.
🌐
Guinnessgi
guinnessgi.com › insights › how-has-deepseek-affected-ai-market-investors
How has DeepSeek affected the AI Market for investors? | Guinness Global Investors
February 24, 2025 - The chart above outlines MSCI World performance over January until the DeepSeek announcement (in green), the market reaction on the day of the R1 model release (in blue), and January performance in red. As the chart depicts, stocks generally performed well over January up until the release of DeepSeek R1, with broad-based gains and positive returns from all sectors.
Find elsewhere
🌐
J.P. Morgan
jpmorgan.com › insights › markets › top-market-takeaways › tmt-is-the-deepseek-drama-a-gamechanger-for-the-ai-trade
Is The DeepSeek Drama A Gamechanger For The AI Trade?
January 31, 2025 - Phase 4 – Cross-sector beneficiaries: Ultimately, the DeepSeek breakthrough may be most positive for the many potential productivity and revenue beneficiaries of AI technology that inhabit most sectors in the stock market. We see this reflected in the price action. Since Monday, the productivity beneficiaries have outperformed stage one to three companies by 7% on average.
🌐
EquityZen
equityzen.com › company › deepseek
Invest In DeepSeek Stock | Buy Pre-IPO Shares | EquityZen
Accredited investors can buy pre-IPO stock in companies like DeepSeek through EquityZen funds. These investments are made available by existing DeepSeek shareholders who sell their shares on our platform.
🌐
Nature
nature.com › news feature › article
The Chinese finance whizz whose DeepSeek AI model stunned the world
2 weeks ago - Behind the bombshell announcement is Liang Wenfeng, a 40-year-old former financial analyst who is thought to have made millions of dollars applying AI algorithms to the stock market before using the cash in 2023 to establish DeepSeek, based in ...
🌐
Invesco
invesco.com › us › en › insights › market-experts-deep-dive-deepseek.html
Market experts take a deep dive into DeepSeek | Invesco US
January 30, 2025 - In the short run, I think people are going to be a little skeptical because they saw stocks get hammered immediately on the DeepSeek news. But then a rebound came the next day. So I think people are going to come to realize that this is an evolutionary thing, but it’s not a revolution. The reaction to DeepSeek is illustrates the need for diversification. The S&P 500 Equal Weight Index outperformed the market-cap-weighted S&P 500 Index (which is top-heavy with tech stocks) by 1.48% on Jan.
🌐
WallStreetZen
wallstreetzen.com › blog › how to buy deepseek stock in 2025
How To Buy DeepSeek Stock in 2025
3 weeks ago - The debut of the ChatGPT competitor’s ... NVDA) sacrificing significant value during the week of 1/27/2025. DeepSeek has proven its power to move the markets....
🌐
NPR
npr.org › 2025 › 01 › 27 › nx-s1-5276097 › wall-street-stock-markets-tumble-deepseek-ai-tech-stock
U.S. stock markets tumble as investors worry about DeepSeek : NPR
January 27, 2025 - U.S. tech stocks plunged on Monday, amid a wider market sell-off. The culprit: DeepSeek, a Chinese artificial intelligence company that last week introduced a new — and low-cost — model into the red-hot AI tech market.
🌐
CNN
cnn.com › business › tech
A shocking Chinese AI advancement called DeepSeek is sending US stocks plunging | CNN Business
January 27, 2025 - “The DeepSeek model rollout is leading investors to question the lead that US companies have and how much is being spent and whether that spending will lead to profits (or overspending).
🌐
J.P. Morgan
jpmorgan.com › insights › markets-and-economy › top-market-takeaways › tmt-deepseeks-latest-ai-model-prompts-market-frenzy-but-investors-should-remember-to-stay-the-course
DeepSeek’s Latest AI model Prompts Market Frenzy, But Investors Should Remember To Stay The Course | J.P. Morgan
January 27, 2025 - The market is worried that DeepSeek’s cost efficiency threatens the assumed dominance and valuation premium that leading U.S. semiconductor and infrastructure companies have enjoyed. Indeed, some of the stocks that are taking the biggest hit so far today are Nvidia (DeepSeek built their model on older chips), Constellation Energy (AI models may consume less energy), and Eaton (there may not be the same need to build power transmission).
🌐
Mashable
mashable.com › home › tech › tech industry
Why DeepSeek AI is hitting tech stocks hard, including Nvidia's | Mashable
Chinese AI startup DeepSeek is wreaking havoc in the U.S. stock market. We investigate why.
Published   January 27, 2025
🌐
Raymond James
raymondjames.com › charlesalfaro › blogs › 2025 › 03 › 26 › do-not-let-fear-drive-your-portfolio
Don’t Let Fear Drive Your Portfolio: Lessons from the DeepSeek Stock Market Sell-Off
March 26, 2025 - In late January 2025, the financial world was rocked by a dramatic event: the DeepSeek stock market sell-off. Sparked by the sudden emergence of a low-cost, high-performance AI model from Chinese startup DeepSeek, U.S. tech stocks—particularly ...
🌐
Darden Report
news.darden.virginia.edu › home › q&a: what is deepseek, the bargain ai roiling the stock market?
Q&A: What Is DeepSeek, the Bargain AI Roiling the Stock Market? – Darden Report Online
January 29, 2025 - DeepSeek, a Chinese company that developed an AI model for pennies on the dollar when compared to U.S. efforts, is upending technology investments. (Photo by Matt Riley, University Communications) ... Just a week or so ago, a little-known Chinese technology company called DeepSeek quietly debuted an artificial intelligence app. What happened next was anything but quiet. U.S. technology stocks reeled, losing billions of dollars in value.