Latest in Tech Stock Sell Off Eases After DeepSeek Scare
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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.Inc. - 1d -
Victoria’s Secret taps retail veteran as new CFO, but stock sells off
Victoria’s Secret is facing customers who are dealing with higher costs for more pressing needs.MarketWatch - 1d -
ASML stock recovers from DeepSeek turmoil after surge in orders
ASML, the maker of advanced microchip-making equipment, on Wednesday reported better-than-expected earnings after foundries upgraded their machines as its bookings surged ahead of estimates.MarketWatch - 1d -
China's DeepSeek takes U.S. tech by surprise
China on Monday unveiled its DeepSeek artificial intelligence, shocking the U.S. tech sector and sending chip-maker Nvidia's stock tumbling. Anna Coren reports.CBS News - 1d -
Steve Cohen still ‘bullish’ on AI after big sell-off
Point72 founder says drop that wiped almost $600bn from Nvidia shares was prompted by misinformationFinancial Times - 1d -
Tech Stock Sell-Off Eases After DeepSeek Scare
Investors around the world are reassessing the prospects for technology companies after a Chinese artificial intelligence start-up rocked markets in the United States on Monday.The New York Times - 1d -
Oil prices settle higher a day after sliding in DeepSeek-inspired tech rout
Oil futures finished higher on Tuesday, recouping a portion of the selloff from a day earlier tied to the emergence of Chinese artificial-intelligence startup DeepSeek, which raised questions over ...MarketWatch - 1d -
The stock market ‘is telling us that cheap, open-source AI is a good thing’ after DeepSeek rout
Investors aren’t ignoring the upsides of cheaper AI models despite Monday’s DeepSeek-inspired stock-market panic.MarketWatch - 1d -
DeepSeek sets stage for frenetic tech earnings season
The sudden emergence of China's DeepSeek roiled the tech market just ahead of earnings season, when industry giants will update investors on their AI spending.CNBC - 1d -
What is DeepSeek, the Chinese AI startup shaking up tech stocks and spooking investors?
Chinese tech startup DeepSeek released a model of its AI service that seemingly is on-par with U.S.-based competitors like ChatGPT, but required far-less computing power.NBC News - 1d -
Faisal Islam: UK won't be able to resist China's tech dominance after DeepSeek success
China's AI success has come from policy and Chancellor Rachel Reeves's recent visit to China highlights the importance of a close relationship.BBC News - 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 -
‘Sputnik moment’: $1tn wiped off US stocks after Chinese firm unveils AI chatbot
Trump calls emergence of DeepSeek a ‘wake-up call’ amid doubts about sustainability of western artificial intelligence boom. What is DeepSeek and why did US tech stocks fall? DeepSeek hit ...The Guardian - 2d -
DeepSeek unleashes ‘Janus Pro 7B’ vision model amidst AI stock bloodbath, igniting fresh fears of Chinese tech dominance
DeepSeek's Janus Pro 7B vision AI model launch sends shockwaves through markets, triggering US tech stock sell-off and intensifying competition with Silicon Valley giants like OpenAI and Nvidia.VentureBeat - 2d -
Tech stocks slump as China’s DeepSeek stokes fears over AI spending
Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’Financial Times - 2d -
How the buzz around Chinese AI model DeepSeek sparked a massive Nasdaq sell-off
DeepSeek's emergence is shaking up investor confidence of the AI story that has been lifting the U.S. bull market in the past two years.CNBC - 2d -
What is DeepSeek and why did US tech stocks fall?
Why doubts have been raised about sustainability of US artificial intelligence boom. Global tech shares fall as China AI chatbot DeepSeek spooks investors DeepSeek hit with ‘large-scale’ ...The Guardian - 2d -
Nvidia drops 17% as China's cheaper AI model DeepSeek sparks global tech sell-off
DeepSeek launched a free, open-source large language model in late December, claiming it was developed in just two months at a cost of under $6 million.CNBC - 2d -
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 -
Tech stocks fall as China's DeepSeek sparks U.S. worries about the AI race
Tech stocks plunged Monday morning, as fears mounted that Chinese artificial intelligence firm DeepSeek leapfrogged U.S. dominance in AI development.NBC News - 3d -
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 -
Tech stocks drop amid rise of China's DeepSeek AI model
Shares in major technology companies leading the artificial intelligence (AI) race took a tumble Monday morning amid investor concern about a new Chinese AI model with growing popularity. Nvidia, ...The Hill - 3d -
DeepSeek sell-off shows the risks of a concentrated US stock market
Should investors turn to equally weighted index products?Financial Times - 3d -
FirstFT: Success of Chinese rival to ChatGPT triggers global stock market sell-off
Also in today’s newsletter, Israel allows Palestinians to return to northern Gaza and investors offload record amounts of PE stakesFinancial Times - 3d -
Japan chip stocks fall as DeepSeek's challenge to U.S. AI dominance raises worries for Asian tech firms
Japan's chip-related stocks fall as DeepSeek gained momentum, raising concerns about a challenge to America's global leadership in artificial intelligence.CNBC - 3d -
Tech leaders respond to the rapid rise of DeepSeek
Marc Andreessen, Yann LeCunn and Mark Zuckerberg have all penned what appear to be responses to the Chinese open source model's ascent.VentureBeat - 5d -
We're trimming a disappointing stock that has rallied as major overhangs eased
We're acting on our investing discipline with the market entering overbought territory.CNBC - 6d -
How sidestepping Big Tech has paid off lately in these stock ETFs
ETFs that help investors minimize the heft of Big Tech stocks, or altogether avoid seven closely watched megacap companies, have outperformed in the past month.MarketWatch - 6d -
Should you sell Apple’s stock? This analyst makes the case with 3 reasons.
Jefferies downgrades Apple’s stock, taking a cautious view on the next couple of quarters and on broader AI demand. Plus, Counterpoint Research notes sluggish China performance.MarketWatch - Jan. 21 -
A stock market sell signal’s been turned off. The market’s more sober.
Fund-manager cash levels are rising, one of a number of indicators showing that last year’s frothy market conditions have subsided and that sentiment has become more sober, Bank of America ...MarketWatch - Jan. 17 -
Footloose CFOs need not scare off investors
A clutch of finance chiefs are heading out the door, but this is all part of the rough and tumble of corporate lifeFinancial Times - Jan. 13 -
Landlords ripping off fire victims, says Selling Sunset star
Real estate mogul Jason Oppenheim says renters are being asked for thousands over previous prices.BBC News - Jan. 12 -
Insurance stocks sell off sharply as potential losses tied to LA wildfires increase
Allstate, Chubb and Travelers are the most exposed carriers to insured losses in the wildfires, according to JPMorgan.CNBC - Jan. 10 -
What does the gilt sell-off mean for your money?
Mortgages, pensions and investments likely to feel the effects of rising bond yieldsFinancial Times - Jan. 10 -
UK debt market sell-off threatens mortgage pain for households
Some 700,000 borrowers face jump in repayments when fixed-rate deals end this yearFinancial Times - Jan. 10 -
Netflix’s stock is still a sell and looks ‘overvalued in a momentum market’
Netflix Inc.’s stock was flat Friday after Benchmark analysts reiterated their sell rating on the stock even as they raised their price target by 30%, arguing that it’s looking overvalued in a ...MarketWatch - Jan. 3 -
Nuclear-Energy Stocks Gain After Easing of Hydrogen Tax-Credit Rules
The final rule for clean-hydrogen production would allow some nuclear power plants that are at risk of retirement to produce the gas.The Wall Street Journal - Jan. 3 -
Lululemon longtime bear is still telling investors to sell the stock
Lululemon Athletica Inc.’s stock slid 2.6% Thursday, after analyst firm Jefferies said it’s still recommending that investors sell the yoga-gear maker’s shares after they hit a second valuation ...MarketWatch - Jan. 3 -
We're selling this stock for the first time in a year, locking in a nearly 1,000% gain
The last time we trimmed this stock was Jan. 2, 2024.CNBC - Jan. 2
