4 portfolio stock winners from DeepSeek's emergence — and 2 we're less sure about

• We're lightening up on a rallying stock that's grown too big in our portfolio

  The sale also comes as our trusted momentum indicator moved further into overbought territory.
  
  CNBC - 1d
• 

  Nvidia Stock Price Colossally Crashes After New DeepSeek AI Model Emerges

  Nvidia remains one of the world's largest companies by market cap, but the chip-maker is having a tough day on the stock market today. The company's share price slid by nearly 17% today, wiping out ...
  
  GameSpot - 2d

• We're adding 4 stocks to our Bullpen watch list including a hot steakhouse chain

  We're expanding our Bullpen following this week's January Monthly Meeting
  
  CNBC - 5d

• CEOs of 4 big portfolio companies dish on AI, cyber, banking, and Trump from Davos

  It's that time of year when business tycoons and influential world leaders gather in Davos.
  
  CNBC - Jan. 22

• Wall Street analysts say buy this portfolio cyber stock. Why we're not taking their advice

  In a note to clients, Morgan Stanley said there's an "increasingly attractive entry point" in Palo Alto Networks shares after a lackluster start to 2025.
  
  CNBC - Jan. 21

• We're booking hard-won profits in 2 stocks and adding to another position on a pullback

  We will make a trio of trades shortly after Tuesday's opening bell.
  
  CNBC - Jan. 21

• Here are the 4 things we're watching in the stock market in the week ahead

  Donald Trump returns to the White House, and Abbott Laboratories is set to report quarterly earnings.
  
  CNBC - Jan. 21

• Why the stock market turned around this week — plus, the portfolio winners and losers

  Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
  
  CNBC - Jan. 17

• Indian stocks will benefit from the Trump 2.0 era, portfolio manager says

  Investors eyeing up firms with the potential to become the "blue chip companies of the future" should look to India, according to investor Kunal Desai.
  
  CNBC - Jan. 7

More from CNBC

• American Airlines regional jet carrying 64 collides midair with military helicopter near D.C. airport

  An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.
  
  CNBC - 41m

• Tesla fourth-quarter results miss estimates as automotive revenue drops 8%

  Tesla reported weaker-than-expected earnings and revenue for the quarter that ended in December.
  
  CNBC - 8h

• Zuckerberg says Meta won't slow down AI spend despite DeepSeek's breakthrough

  Meta CEO Mark Zuckerberg said China-based DeepSeek has created a powerful artificial intelligence model, but it won't likely curb Meta's AI spending.
  
  CNBC - 6h

• Oil giant Shell raises dividend despite larger-than-expected drop in full-year profit

  British oil giant Shell on Thursday reported a significant drop in annual profit following a year of lower crude prices.
  
  CNBC - 23m

• Microsoft shares slip on weak quarterly revenue guidance

  Microsoft intends to address execution challenges in its key cloud unit, while continuing to endure supply constraints.
  
  CNBC - 6h

More in Business

• Shares of fashion giant H&M drop 5% as fourth-quarter sales miss estimates but full-year profit beats

  H&M on Thursday reported a slightly better-than-expected uptick in operating profit, although sales missed forecasts in the fourth quarter.
  
  CNBC - 15m

• Oil giant Shell raises dividend despite larger-than-expected drop in full-year profit

  British oil giant Shell on Thursday reported a significant drop in annual profit following a year of lower crude prices.
  
  CNBC - 23m

• American Airlines regional jet carrying 64 collides midair with military helicopter near D.C. airport

  An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.
  
  CNBC - 41m

• Deutsche Bank posts steeper-than-expected Q4 profit fall and scraps cost target

  Legal provisions weighed on the bottom line at Germany's largest lender Deutsche Bank, with net profit falling in the fourth quarter.
  
  CNBC - 1h

• France's shrinking economy betrays urgent need to overcome budget wrangles

  France's beleaguered economy was given a boost by the Olympics Games in Paris last summer but political upheaval has ensued since then.
  
  CNBC - 1h