DeepSeek Isn’t the Only Reason Big Tech Might Lose Its Edge on the Rest of the Stock Market
Wall Street’s expectations for the Magnificent Seven aren’t what they used to be.
Read more at Inc.
Topics
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What’s shielding Big Tech stocks like Nvidia in this market, according to the world’s biggest wealth fund
Managers of Norway’s Government Pension Global Fund are resigned to living with tech’s high concentration risk but say stocks like Nvidia have some bubble protection due to this one factor.MarketWatch - 23h -
Upbeat earnings will rescue tech from its DeepSeek dive, these market pros say
CEO confidence is increasing, and there are bullish signs for non-AI chip companies.MarketWatch - 1d -
Tech billionaires lost almost $100bn in stock market selloff sparked by DeepSeek
Nvidia saw $600bn of its market value disappear, while its CEO, Jensen Huang, saw his net worth drop by nearly $21bn. DeepSeek ’s cut-price challenge to US AI dominance, which wiped $600bn in ...The Guardian - 2d -
One reason Nvidia looks like a bargain stock following the DeepSeek news
Other technology stocks trading at relatively low valuations to historical levels include Micron, Super Micro and Workday.MarketWatch - 2d -
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. - 3d -
Elon Musk’s beef with Britain isn’t (only) about politics. It’s about tech regulation
Experts suspect X owner’s interest in UK is to put pressure on authorities working to codify a new online safety law. For those wondering why Elon Musk, the tycoon newly infamous for his stiff-arm ...The Guardian - 5d -
Dodgers flex Evil Empire might in signing Roki Sasaki and give rest of MLB reason to grumble — especially Jays, Padres
For Dodgers fans, it’s cause for celebration. For the rest of the league, it’s a disappointing conclusion and another reason to gripe and groan about the growing might of MLB’s new evil empire.Yahoo Sports - Jan. 18 -
Big Tech Is So Dominant the Stock Market Would Have Been Flat for 2 Years Without It
Big Tech stocks have fueled most of the S&P 500’s gains over the past several years.Inc. - Jan. 6
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More in Business
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ECB warns of ‘headwinds’ to Eurozone economy as it cuts rate to 2.75%
Move comes after Fed keeps borrowing costs on holdFinancial Times - 4m -
Selling your house? Here’s how long you’ll have to wait for a buyer.
High mortgage rates have stalled the housing market.MarketWatch - 4m -
SoftBank in Talks to Invest Up to $25 Billion in OpenAI
A new investment from the Japanese conglomerate would be separate from the $100 billion tied to a project announced at the White House last week.The New York Times - 7m -
IBM rallies 13%, heads for best day since 2000 on strong earnings
CEO Arvind Krishna said that the company posted $5 billion in bookings for its generative AI segment.CNBC - 12m -
Trump lashes out at Biden, DEI efforts after D.C. plane crash
President Donald Trump blasted former President Joe Biden and Democratic diversity measures after a midair collision above Washington, D.C.CNBC - 14m