AMD’s stock downgraded yet again: ‘Believe it or not, it’s not due to DeepSeek’

• 

  Why DeepSeek Could Change What Silicon Valley Believe About A.I.

  A new A.I. model, released by a scrappy Chinese upstart, has rocked Silicon Valley and upended several fundamental assumptions about A.I. progress.
  
  The New York Times - 1d
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  DeepSeek Is Fueling a Stock Market Reckoning

  Wall Street is panicking as China seems to have created a real competitor to OpenAI’s ChatGPT for cheap.
  
  Inc. - 2d

• Plug Power’s stock slides after analyst downgrade amid ‘escalating headwinds’

  Plug Power Inc. shares have been downgraded to sell from neutral by Seaport Research Partners, which also set its price target for the hydrogen-fuel-cell company at $1.
  
  MarketWatch - 2d

• This restaurant stock that tripled in 2024 just got downgraded ahead of earnings

  The stock of Chili’s parent Brinker has rallied so much that a longtime bull downgraded it ahead of earnings, saying valuations leave “little room for error.”
  
  MarketWatch - 5d

• We're buying more of an underappreciated stock and downgrading another that has broken out

  The purchase will increase the stock's weighting in our portfolio to more than 2%.
  
  CNBC - Jan. 17

• AMD gets another downgrade. Here’s why analysts are souring on the stock.

  Wolfe Research expects AMD’s AI business to disappoint this year relative to current market expectations.
  
  MarketWatch - Jan. 16

• Tesla faces more risk than its stock reflects, prompting a downgrade

  Tesla Inc.’s stock slipped 3.4% Tuesday, after Bank of America downgraded the stock to neutral from buy, arguing that it already reflects the long-term potential of such items as robotaxi and ...
  
  MarketWatch - Jan. 7

• Google’s antitrust woes spark analyst downgrade of Alphabet’s stock

  JMP Securities cited “the risk of antitrust penalties that could significantly impact Google’s U.S. distribution of search and search revenue.”
  
  MarketWatch - Jan. 3

More from MarketWatch

• To some, OpenAI is a DeepSeek victim. But SoftBank may be more upbeat than ever.

  SoftBank reportedly is in talks to invest up to $25 billion in OpenAI and become the ChatGPT creator’s largest investor.
  
  MarketWatch - 4h

• ServiceNow’s stock falls as the outlook underwhelms. But it is conservative?

  ServiceNow’s CFO said the forecast for subscription revenue is prudent. And one analyst cheered the company’s momentum with large deals.
  
  MarketWatch - 5h

• Microsoft investors are ignoring this number that suggests better growth ahead

  Microsoft Corp. investors focused on the company’s disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: ...
  
  MarketWatch - 5h

• Whirlpool swings to a loss and guides for more weakness in 2025, sending stock down

  Appliance maker is still working to cut costs and hoping for a recovery in the U.S. housing market.
  
  MarketWatch - 6h

• Amid threats of DeepSeek disruption, IBM sees benefits from more efficient AI and deregulation

  IBM shares rallied after hours on Wednesday after the tech-infrastructure provider reported a quarterly per-share profit that beat expectations.
  
  MarketWatch - 7h

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 - 18m

• 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 - 26m

• 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 - 45m

• 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