Momentum stocks like Palantir are off to a strong start in 2025 — even after DeepSeek disrupted the ‘Magnificent Seven’

• FirstFT: Chinese tech stocks ride DeepSeek wave to bull market

  Also in today’s newsletter, Foxconn confirms interest in Nissan stake and Disney cuts diversity category from executive pay scheme
  
  Financial Times - 3h
• 

  New York Jets 2025 NFL offseason preview: A new coach and likely a new QB after rough season

  The Jets will pick up the pieces after a horrendously disappointing season. Leading the way will be Aaron Glenn — and likely not Aaron Rodgers.
  
  Yahoo Sports - 9h

• Is this time different? How to invest as the ‘Magnificent Seven’ lose momentum.

  Market leadership changes, but the fundamentals of good investing never do.
  
  MarketWatch - 2h
• 

  China’s tech stocks enter bull market after DeepSeek breakthrough

  Budget AI model triggers global reappraisal of Chinese technology companies
  
  Financial Times - 10h

• The ‘Magnificent Seven’ companies just did something they haven’t in two years. Goldman says it’s time to make a shift.

  Goldman Sachs finds an oddity under the hood of earnings season when it comes to major technology companies.
  
  MarketWatch - 2d
• 

  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

• Canopy Growth’s drop in adult-use pot sales snuffs out cannabis-stock momentum

  Canopy’s stock reversed on earnings after seeing a rally sparked by the possibility of marijuana reform in the U.S.
  
  MarketWatch - 4d
• 

  Stolen dog reunited with owners after seven years

  Daisy's owners speak of their joy as the RSPCA finds the Labrador 200 miles away after being stolen.
  
  BBC News - 4d
• 

  Amazon reports strong earnings for Q4, but stocks dip due to outlook for the first quarter

  Amazon has reported better-than-expected revenue and profits for the holiday shopping period
  
  ABC News - 5d

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• Trump says ‘Biden inflation’ is up. What’s right, and not, about that remark.

  President Trump had a quick response to numbers showing hotter-than-forecast 0.5% rise in consumer prices in January.
  
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• Is Humana dropping your Medicare Advantage plan? Here’s what you need to know.

  The cuts will mean turmoil and confusion for many beneficiaries, as well as the risk of higher premiums, fewer benefits or both.
  
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• Kraft Heinz wraps up ‘challenging’ year with a profit warning as stock drops

  The company said it’s “committed to making the necessary investments to drive top-line improvement, while remaining disciplined.”
  
  MarketWatch - 15m

• Rich retirees win if Trump ends taxes on Social Security benefits — but there are plenty of losers

  Well-off retirees stand to gain thousands of dollars in tax savings every year if President Donald Trump succeeds in his bid to exempt Social Security benefits from income taxes, while younger ...
  
  MarketWatch - 18m

More in Business

• Trump says interest rates should be lowered to go 'hand in hand' with his tariffs

  Trump again switched positions on the Fed, indicating in a social media post Wednesday that interest rates need to come down.
  
  CNBC - 8m

• Will I avoid the Social Security earnings limit by putting 85% of my income into my 401(k)?

  “If I apply for Social Security will the money that I put into my 401(k) count towards my gross income?”
  
  MarketWatch - 8m

• Trump says ‘Biden inflation’ is up. What’s right, and not, about that remark.

  President Trump had a quick response to numbers showing hotter-than-forecast 0.5% rise in consumer prices in January.
  
  MarketWatch - 8m

• Is Humana dropping your Medicare Advantage plan? Here’s what you need to know.

  The cuts will mean turmoil and confusion for many beneficiaries, as well as the risk of higher premiums, fewer benefits or both.
  
  MarketWatch - 9m
• 

  Early Crypto Traders Had Speedy Profit on Trump Coin as Others Suffered Losses

  Some traders made tens of millions off a new cryptocurrency launched by President Trump and his sons. Many others lost out.
  
  The New York Times - 11m