DeepSeek will not derail Wall Street’s tech rally, say fund managers
Read more at Financial Times
Topics
-
Is Wall Street ready to stay up all night?
The New York Stock Exchange is looking to trade for 22 hours a day — raising thorny questions about how equity markets functionFinancial Times - 1d -
Big Tech brushes off DeepSeek
Welcome to The Hill's Technology newsletter {beacon} Technology Technology The Big Story Big Tech unfazed by DeepSeek's rise Leaders of major U.S. tech companies at the forefront of artificial ...The Hill - 1d -
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 - 2d -
World’s largest sovereign wealth fund reports record $222 billion annual profit on tech rally
Norway’s sovereign wealth fund reported its full-year earnings on Wednesday.CNBC - 2d -
DeepSeek a wake-up call for US tech firms, Trump says
DeepSeek's claim that its model was made at a fraction of the cost of its rivals has rocked the AI industry.BBC News - 3d -
Chinese tech startup DeepSeek says it was hit with 'large-scale malicious attacks'
Chinese tech startup DeepSeek said it was hit by a cyber attack on Monday that disrupted users’ ability to register on the siteABC News - 4d -
Trump says China's DeepSeek AI 'should be a wake-up call' for American tech companies
President Donald Trump said Monday that the sudden rise of Chinese AI app DeepSeek “should be a wake-up call” for America’s tech companies.NBC News - 4d -
AI stocks plunge as China's DeepSeek sends shock wave through Wall Street
A Chinese AI company called DeepSeek is sending a shock wave through Wall Street. Margaret Brennan explains.CBS News - 4d -
Why more Wall Street firms are growing worried
The stock market is extremely overvaluedMarketWatch - 4d -
Tech stocks plunge as Wall Street fears stretched valuations. Will value stocks win?
U.S. stocks mostly sold off Monday, amid fears China’s AI company DeepSeek could disrupt profits for Big Tech stocks.MarketWatch - 4d -
DeepSeek rattles Wall Street. What the Chinese startup means for Nvidia, Meta and the rest of our AI stocks
We explore DeepSeek's wide-ranging implications for our investment portfolio.CNBC - 4d -
Why China's DeepSeek shocked Wall Street
News of DeepSeek, a Chinese artificial intelligence company, have impacted tech stocks in the U.S. as fears emerge that it could rival OpenAI's ChatGPT. CBS MoneyWatch correspondent Kelly O'Grady ...CBS News - 4d -
DeepSeek Prompts a Reckoning Across Wall Street and Silicon Valley
The fast-growing popularity of the Chinese artificial intelligence software hit shares in tech giants like Nvidia, as Silicon Valley worried about what comes next.The New York Times - 4d -
Big tech is spending billions on AI. How much time will Wall Street allow for the payoff?
Earnings Watch: Meta, Apple, Microsoft and Tesla report quarterly results, as analysts start to focus more on AI results. Earnings are also due from Starbucks and Boeing.MarketWatch - 5d -
Wall Street Banks Set to Sell $3 Billion in X Loans, Sources Say
The sale will reportedly take place next week.Inc. - 6d -
Wall Street will stymie Trump’s US oil surge plan, say shale bosses
Output set to rise more slowly under new president than during Joe Biden’s termFinancial Times - Jan. 24 -
Wall Street Journal pans Trump Jan. 6 pardons: 'Law and order?'
The editorial board of The Wall Street Journal is criticizing President Trump's decision to pardon more than 1,500 his supporters who attacked the Capitol on Jan. 6, 2021. "This is a rotten message ...The Hill - Jan. 22 -
Wall Street analysts say buy this portfolio cyber stock. Why we're not taking their advice
In a note to clients, Morgan Stanley said there's an "increasingly attractive entry point" in Palo Alto Networks shares after a lackluster start to 2025.CNBC - Jan. 21 -
Charles Schwab hints at stock buybacks after beating Wall Street estimates
Charles Schwab also beat Wall Street’s fourth-quarter earnings estimate and reversed a revenue decline from the year-ago quarter.MarketWatch - Jan. 21 -
D.R. Horton Clears Wall Street's Estimates Despite Fewer Closings
The Arlington, Texas, company reported net income of $844.9 million for the three months ended Dec. 31, down from $947.4 million a year earlier.The Wall Street Journal - Jan. 21 -
‘Animal spirits alive’ as Wall Street bankers anticipate Trump boom
US president is expected to slash financial controls and prompt wave of dealmaking. Wall Street bankers say they are at the beginning of “go mode” as they expect Donald Trump’s return to the White ...The Guardian - Jan. 21 -
Goldman Sachs taps new generation to lead key Wall Street units
Bank promotes clutch of executives to run banking and trading divisions and reshuffles international armFinancial Times - Jan. 21 -
A top 10 fund manager with $2 trillion in assets is being created. ‘The bigger, the better,’ says analyst.
Generali and Natixis are planning to merge to create the ninth-largest investment manager in the world by assets under management, the companies said Tuesday.MarketWatch - Jan. 21 -
Lofty expectations pose tough earnings test for Wall Street
Strong results from $25tn worth of companies needed to help drive rally after shaky few weeks for S&P 500Financial Times - Jan. 18 -
How the bonus season now unfolds on Wall Street
The past dramas of ‘comp days’ have given way to more sanitised proceduresFinancial Times - Jan. 17 -
Wall Street Has No Clue What the Fed Will Do in 2025
Big banks and economists can’t agree on the monetary policy outlook.Inc. - Jan. 17 -
Wall Street banks had a great quarter, and the boom times are just starting
JPMorgan Chase, Goldman Sachs and Morgan Stanley easily topped estimates for the fourth quarter.CNBC - Jan. 16 -
The death of DEI is exaggerated, says fund manager targeting Starbucks and Nike
The creator of a fund designed to punish companies engaging in diversity, equity and inclusion activities says the Republican sweep hasn’t really deterred companies as much as has been suggested.MarketWatch - Jan. 16 -
Wall Street stocks post biggest rally since Trump’s election victory
Easing underlying US inflation and strong bank earnings boost equitiesFinancial Times - Jan. 15 -
Retailers post early holiday results — and Wall Street isn’t impressed
Lululemon, Abercrombie & Fitch and American Eagle all hiked their holiday guidance, but Abercrombie's growth is slowing.CNBC - Jan. 13 -
Wall Street looks forward to a bonfire of capital and climate rules under Trump
Profits are poised to dominate in a new era shorn of years of hard-won regulatory restrictions. When some of the biggest banks on Wall Street reveal their full-year earnings this week, they will ...The Guardian - Jan. 11 -
A $28 Trillion Corner of Wall Street Is Flashing a Warning About the U.S. Economy
Bond yields have surged since the Fed began cutting interest rates.Inc. - Jan. 9 -
China steps up defence of renminbi against Wall Street bets
Currency softens over weakness in world’s second-largest economy and fear of Trump tariffsFinancial Times - Jan. 9 -
This fund manager forecast a 20% S&P 500 gain last year. Now he says cash is king.
Dan Niles, founder of Niles Investment Management, says the S&P could swing much higher or lower in 2025, and investors need to protect themselves.MarketWatch - Jan. 7 -
Exodus by Wall Street Banks From Climate Group Worries Advocates
The end of the year saw five of the six largest U.S. banks leave the Net-Zero Banking Alliance, as conservative pressures discouraged their climate change policies.Inc. - Jan. 6 -
Michael Barr to step down as Fed’s top Wall Street regulator
US central bank’s vice-chair for supervision will leave his role in February but stay on as a governorFinancial Times - Jan. 6 -
Top Wall Street analysts pick these dividend stocks for 2025
TipRanks' analyst ranking service reveals three dividend-paying stocks, including Ares Capital and ConocoPhillips.CNBC - Jan. 5 -
Why Wall Street Expects the Stock Market to Have a Big 2025
Analysts see corporate earnings improving beyond just big tech names.Inc. - Jan. 2
More from Financial Times
-
Where ‘woke’ went wrong
Seemingly irresistible just a few years ago, movements aimed at addressing systemic inequalities are now in retreat. Can they recover?Financial Times - 1h -
Trump’s China claims roil Panama as Rubio visits
Central American nation in ‘panic’ as US president issues threats over canalFinancial Times - 1h -
DB pension reform ‘unlikely to be silver bullet’ say trustees
UK government argue that funds should release surpluses back to companies for investmentFinancial Times - 1h -
First, there was Malbec — but Argentine wine has so much more to offer
Notes from an embassy tasting of ‘anything but Malbec’Financial Times - 1h -
Milei pins dream of privatising Argentine football on one club
US investor’s pursuit of a stake in Estudiantes fuels push to overhaul non-profit modelFinancial Times - 1h
More in World
-
Middle East latest: 3 Israeli hostages and dozens of Palestinian prisoners set to be freed
Three high-profile Israeli hostages are set to be released by Hamas on Saturday, while Palestinian authorities say Israel has agreed to release dozens of prisoners, in the fourth round of exchanges ...ABC News - 15m -
Women’s Ashes: Australia v England only cricket Test, day three – live
Updates as Australia seek a series sweep at the MCG England battle to 30-1 after Australia dismissed for 440 Any thoughts? Email Jonathan Maybe the declaration won’t be required after all. ...The Guardian - 23m -
Sri Lanka v Australia: first men’s cricket Test, day four – live
Updates from the fourth day of the first Test in Galle Sri Lanka lose early wickets after Australia enforce follow-on Any thoughts? Email Rob 46th over: Sri Lanka 145-5 (Chandimal 68, Kusal ...The Guardian - 24m -
Russian spy ship fire exposes poor state of Mediterranean fleet, say experts
Incident reveals Russia’s maritime presence in the area is in a state of disrepair and disarray, argue western sources. A fire onboard a Russian spy ship off the coast of Syria has underlined the ...The Guardian - 48m -
Blind date: ‘I hoped my first ever blind date would be with a good human … nailed it’
Holly, 42, an NHS service manager, meets Johnny, 45, a product manager. What were you hoping for? A new experience that would push me out of my comfort zone. Meeting someone I liked would be a ...The Guardian - 48m