China’s tech stocks enter bull market after DeepSeek breakthrough

FirstFT: Chinese tech stocks ride DeepSeek wave to bull market

Also in today’s newsletter, EU weighs gas price cap, and will a US bitcoin reserve work?

Financial Times - 1h

Chinese tech giant Baidu to release next-generation AI model this year as DeepSeek shakes up market

Baidu plans to release the next generation of its model for powering generative AI applications in the second half of this year, according to a source familiar with the matter.

CNBC - 2h

Tesla drops 6% after BYD partners with DeepSeek, Musk adds to DOGE distractions with OpenAI bid

Tesla shares fell 6% on Tuesday and have dropped for five straight days, wiping out over $200 billion in market cap.

CNBC - 7h

Is Intel now a Trump stock? Its shares surge after upbeat comments by J.D. Vance.

Shares of Intel Corp. were surging on Tuesday after Vice President J.D. Vance made bullish comments about semiconductor manufacturing in the U.S. at an artificial-intelligence summit in Paris.

MarketWatch - 8h

What DeepSeek’s Success Tells Us About China’s Ability to Nurture Talent

China produces a vast number of STEM graduates, but it hasn’t been known for innovation. Cultural and political factors may help explain why.

The New York Times - 1d

What to Know About China's DeepSeek AI

The Chinese upstart says it has trained high-performing AI models cheaply, without using the most advanced chips.

The Wall Street Journal - Jan. 27

Tech, Media & Telecom Roundup: Market Talk

DeepSeek, SoFi and more in the latest Market Talks covering Technology, Media and Telecom.

The Wall Street Journal - Jan. 27

As gold nears $3,000, here’s how its surge compares to bitcoin and the stock market

Gold has been on an impressive run toward the $3,000-an-ounce milestone, with a years-long buying spree by central banks and economic uncertainty tied to President Donald Trump’s policies leading ...

MarketWatch - 12h

Plane grounded for two days after stowaway cat enters electrical bay

Yahoo News - 13h

Women's college basketball Power Rankings: Tennessee enters top 15 after UConn win; NC State gaining momentum

The Lady Vols have kept up with the SEC's best in Kim Caldwell's first season

CBS Sports - 16h

UBS’s stock got clobbered after earnings. Deutsche Bank says it’s now a buy.

UBS’s stock is now worth buying, after tumbling following the Swiss banking giant’s fourth-quarter earnings report, Deutsche Bank analysts say.

MarketWatch - 18h

BYD shares hit record high after EV maker rolls out driver assistance tech with DeepSeek's AI help

Advanced smart driving will become a standard safety feature similar to seatbelts and air bags, BYD's founder and chairman Wang Chuanfu said.

CNBC - 1d

Dozens of PwC China partners step aside after audit ban

Disclosure suggests Big Four firm has lost state-owned and finance sector clients

Financial Times - 1d

India’s stock market has an influencer problem

Also in this newsletter: Private capital in space programme and P Venkatesalu’s mantra

Financial Times - 1d

GameStop’s stock rises after CEO Ryan Cohen’s social-media post sparks bitcoin chatter

Cohen posted a photo of himself with Michael Saylor, the executive chair of the business-software company and cryptocurrency play that recently changed its name to Strategy.

MarketWatch - 1d

These cheap stock markets could make you more money than the usual picks

Peak U.S.? Why now may be a good time to add European equities to your stock portfolio.

MarketWatch - 1d

DeepSeek’s AI model is ‘the best work’ out of China but the hype is 'exaggerated,' Google DeepMind CEO says

DeepSeek's AI model "is probably the best work" out of China, Demis Hassabis said on Sunday, but added it was not a scientific advancement.

CNBC - 1d

The bond market just sent a message about Trump’s second term. Stock investors should listen.

Calm in bonds suggests it’s time to pencil in stocks you like — but wait for market-moving headlines from Washington.

MarketWatch - 1d

Why the stock market bulls are rooting for the Eagles in the Super Bowl

Subjecting the Super Bowl Predictor to statistical scrutiny.

MarketWatch - 2d

Do you have too much of your money invested in the stock market?

Also: A big warning for Tesla’s shareholders, Roth IRA timing and companies that are likely takeover targets.

MarketWatch - 2d

Here are the 3 things we're watching in the stock market this week

Rekindled inflation concerns and President Donald Trump threatening reciprocal tariffs Friday slammed Wall Street.

CNBC - 2d

Trump's AI ambition and China's DeepSeek overshadow an AI summit in Paris

The geopolitics of artificial intelligence will be in focus at a major summit in France this week

ABC News - 2d

China’s inflation accelerates after rise in lunar new year demand

Producer prices contract for 28th month as threat of US trade war clouds economic outlook

Financial Times - 2d

China inflation picks up after Lunar New Year spending boost

Yahoo News - 3d

‘What’s high tech about clothing?’ Life on the margins of China’s economic reboot

The poor urban neighbourhoods that powered a manufacturing boom are once again on the front lines of Beijing’s plans

Financial Times - 3d

These 2 seasonal stock-market patterns could give your portfolio a boost

Investors take notice of the presidential cycle and years ending in ‘5.’

MarketWatch - 3d

Could an Eagles Super Bowl victory tank the stock market? History says yes, but logic says no

Philadelphia Super Bowl and World Series wins have historically coincided with stock market calamity. But these types of "fun" indicators aren't reliable.

CNBC - 3d

Rescuers search for some 30 people after a landslide in southwest China

Chinese rescuers are searching for some 30 people after a landslide in southwestern Sichuan province buried 10 houses The Ministry of Emergency Management deployed hundreds of rescuers including ...

ABC News - 3d

Huerter shades ‘choppy' Kings offense after being traded to Bulls

former Kings guard Kevin Huerter recently was brutally honest about his fit with Sacramento after being traded to the Chicago Bulls.

Yahoo Sports - 3d

At least 30 missing after China landslide

Hundreds of emergency workers are searching for survivors, officials say, in Jinping village, Sichuan province.

BBC News - 3d

New York Live Bird Markets Ordered to Close After Bird Flu Is Found

The order affects roughly 80 markets in New York City and in several nearby counties. New Jersey is also asking its live markets to voluntarily clean, disinfect and temporarily close.

The New York Times - 4d

Live poultry markets shuttered after bird flu detected in New York City

New York Gov. Kathy Hochul temporarily shut down some live poultry markets in the state after bird flu was detected during a routine inspection in New York City. Lilia Luciano has details.

CBS News - 4d

Stock market suffers weekly loss after Trump tariff jitters strike again

The U.S. stock market slumped Friday, with the S&P 500 giving up its weekly gain after investors fretted over reciprocal tariffs planned by President Donald Trump.

MarketWatch - 4d

Beauty stocks post major losses after a week of worrying results

Several beauty stocks tanked this week, as companies such as E.l.f. Beauty and Estee Lauder reported disappointing earnings and cut guidance.

CNBC - 4d

After DeepSeek Upended the Market, Is It Worth Investing in A.I.?

After the arrival of a less costly A.I. model from China, U.S. markets and academics are wrestling with the ultimate economic value of the technology.

The New York Times - 4d

After another limited free-agent market, MLB faces a new economic problem

If Alex Bregman and Pete Alonso can't get the deals they want, what does that mean for MLB free agency as a whole?

Yahoo Sports - 4d

China’s tech stocks enter bull market after DeepSeek breakthrough

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