3 reasons why Nvidia is under-performing the S&P 500 into earnings
In a note on Monday, EvercoreISI analyst Mark Lipacis points to three reasons for the weakness after talking with clients. They include: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts ...
DeepSeek-related companies’ shares keep surging in A-share market as new model stirs investment excitement
Global financial institutions are getting bullish on China's stock market, as the rise of Chinese artificial intelligence (AI ...
Hosted on MSN42m
Forget DeepSeek, Buy 5 Stocks to Tap Robust AI-Infrastructure Spending
The U.S. technology sector, especially, the artificial intelligence (AI) space, is back to normalcy after the DeepSeek-led rout in January. DeepSeek claimed that its open-source large language model ...
Has DeepSeek impacted the appeal of Mag 7 stocks?
Advancements by Chinese AI start-up DeepSeek recently roiled tech stocks and wider markets, as it prompted concerns about the level of spending in this space by major US companies. DeepSeek develops ...