Deepseek Wave - QuikReader

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 - 4h

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 - 6h

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 - 2d

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

Big Tech stocks like Apple, Tesla and Nvidia are off to a rocky start in 2025. But Wall Street’s momentum machine has kept on churning even without their help.

MarketWatch - 4h

How Did DeepSeek Build Its A.I. With Less Money?

The Chinese start-up used several technological tricks, including a method called “mixture of experts,” to significantly reduce the cost of building the technology.

The New York Times - 6h

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 - 11h

China’s tech stocks enter bull market after DeepSeek breakthrough

Budget AI model triggers global reappraisal of Chinese technology companies

Financial Times - 11h

Virginia bans DeepSeek from state devices, networks

Virginia Gov. Glenn Youngkin (R) barred state employees Tuesday from using artificial intelligence (AI) models developed by Chinese startup DeepSeek on state-issued devices and state-run networks. ...

The Hill - 19h

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

New York state bans DeepSeek from government devices

The state of New York has banned the Chinese artificial intelligence assistant DeepSeek on government devices.

NBC News - 1d

DeepSeek banned from NY state government devices

New York State is prohibiting the China-based artificial intelligence application DeepSeek from government devices. New York Gov. Kathy Hochul (D) announced on Monday state government employees are ...

The Hill - 1d

Performer in Kendrick Lamar’s Super Bowl show faces no charges after waving Sudan-Gaza flag

Another individual, aged 23, was arrested for criminal trespassing during NFL game in New Orleans. A performer in Kendrick Lamar’s Super Bowl half-time show was ejected after unfurling a ...

The Guardian - 1d

Halftime dancer waves flag in protest, detained

A person in Kendrick Lamar's Super Bowl halftime show, a confirmed performer in the 400-member field cast, was detained on the field Sunday night and could face charges after unfurling a ...

ESPN - 2d

A tidal wave of resistance is coming for Elon Musk

Musk’s outrageous behavior is lighting a fresh fire under Democrats in Congress.

The Hill - 2d

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 - 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 - 3d

OpenAI responds to DeepSeek competition with detailed reasoning traces for o3-mini

By showing a more detailed version of the chain of thought of o3-mini, OpenAI is closing the gap with DeepSeek-R1.

VentureBeat - 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

How a wave of antisemitic attacks roiled Australia and provoked claims of foreign influence

A wave of antisemitic attacks has roiled Australia, with a dozen arrests for vandalizing or setting homes, schools, and synagogues on fire since October

ABC News - 5d

French AI startup Mistral launches Le Chat mobile app for iPhone, Android — can it take enterprise eyes off DeepSeek?

With the new Le Chat app, Mistral is still positioning itself as a viable alternative to OpenAI's signature chatbot ChatGPT and to DeepSeek.

VentureBeat - 5d

House lawmakers push to ban AI app DeepSeek from US government devices

Lawmakers in the House are proposing to ban the Chinese artificial intelligence app DeepSeek from U.S. government devices