Raconteur
raconteur.net › finance & investment › inside the deepseek stock-market selloff
Inside the Deepseek stock-market selloff - Raconteur
February 13, 2025 - As the world recovers from the biggest single-day loss in US stock market history, what insights can be drawn from Deepseek's debut about China’s AI capabilities and the sustainability of investment in tech stocks
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? | J.P. Morgan
In macro news, data showed the U.S. economy grew at 2.3% (annualized) in Q4 2024. In all, real GDP growth in 2024 came in at 2.8%, which is a full percentage point above economist estimates of 1.7% at the start of the year. The biggest story in markets this week revolved around the shocking assessment of the DeepSeek release on the AI trade.
Videos
14:10
4 AI Stocks to BUY after the DeepSeek Plunge - YouTube
12:33
China's DeepSeek Reveals A Huge Stock Market Risk - YouTube
01:05
Historic stock market sells out after DeepSeek takes over the #1 ...
02:10
What is DeepSeek, the Chinese AI company upending the stock market?
DeepSeek sell-off and what it signals for AI growth: Strategist
BBC
bbc.com › news › articles › c4gpq01rvd4o
Nvidia and Microsoft shares steady after DeepSeek AI app shock
US tech stocks were steady on Tuesday after they slumped on Monday following the sudden rise of Chinese-made artificial intelligence (AI) app DeepSeek. Shares in chip giant Nvidia rose by 8.8%, having slumped on Monday, as experts said the AI ...
Published January 28, 2025
Invesco
invesco.com › us › en › insights › market-experts-deep-dive-deepseek.html
Market experts take a deep dive into DeepSeek | Invesco US
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.
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
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).
The Guardian
theguardian.com › technology › 2025 › jan › 28 › deepseek-selloff
Tech billionaires lost almost $100bn in stock market selloff sparked by DeepSeek | DeepSeek | The Guardian
January 28, 2025 - DeepSeek’s cut-price challenge to US AI dominance, which wiped $600bn in Nvidia’s market value on Monday and caused the tech-weighted Nasdaq index to drop 3%, also took a bite out of the fortunes of some of the world’s wealthiest men. Nvidia’s record stock plunge, judged to be the biggest market value drop in US stock market history, according to Bloomberg, took with it $20.7bn of its CEO and biggest individual shareholder, Jensen Huang.
Investing.com
investing.com › news › stock-market-news › us-lawmakers-urgepentagon-to-add-deepseek-xiaomi-to-list-of-firms-allegedly-aiding-chinese-military-4420005
US lawmakers urge Pentagon to add DeepSeek, Xiaomi to list of firms allegedly aiding Chinese military By Reuters
7 hours ago - The letter, sent late on Thursday after U.S. President Donald Trump signed a $1 trillion must-pass military spending bill into law, asks Hegseth to place AI firm DeepSeek, smartphone maker Xiaomi and electronic display maker BOE Technology Group on what is known as the Section 1260H list.
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 - DeepSeek didn't have an IPO on the calendar as of late 2025. The AI start-up likely won't go public anytime soon. The company is still a very early stage start-up that hasn't yet started to commercialize its latest AI model, so it could be quite some time before the company goes public.