Tesla, Twilio, Novo Nordisk, Texas Instruments, Boeing, Amex, Verizon: Biggest Movers
Is the DeepSeek craze causing panic on Wall Street? Nasdaq Futures weaken in Asia, NVIDIA suppliers plummet.
① The domestic AI model DeepSeek performs exceptionally well, sparking heated discussions in the global Technology circle; ② This led to a significant drop in the USA Equity Index on Monday, with Wall Street professionals worried that DeepSeek might disrupt the USA Technology sector; ③ The USA's dominance in AI is being questioned, raising concerns about the future ahead of Earnings Reports from Technology giants like Apple and Microsoft.
Japan's chip stocks have plummeted as DeepSeek raises concerns about competition.
Relevant Stocks related to chips in Japan, such as Advantest, faced significant losses, while China's AI startup DeepSeek gained attention. NVIDIA's testing equipment supplier, Advantest, dropped 8.2%, and Disco CORP fell 2.9%. Technology and chip-related stocks faced profit-taking risks on Monday, following last week's news that SoftBank plans to invest in AI infrastructure in the USA in collaboration with companies like OpenAI and Oracle, which drove these stocks up significantly. SoftBank, which surged 16% last week, fell 5.4%, along with Furukawa Electric Co. and Fujikura, companies that produce cables for Datacenters.
The rise of 15 trillion USD is on shaky ground! The "DeepSeek Storm" sweeps across the Global, and the "Four Giants" of the US stock market urgently need strong performances to win over the public.
It is expected that the profit growth of large Technology companies will hit a new low since the first quarter of 2023; Taylor from Man Numeric stated that the performance expectations have been raised.
One Analyst Firm Just Ranked Nvidia and Alphabet as Its Top 2 "Magnificent Seven" Stocks for 2025. Are Both Stocks Buys?
Google (GOOGL.US) AI Chip Business valued at over 700 billion dollars, may become the most valuable Sector.
Google's AI chip business not only rivals NVIDIA but may also become the most valuable part of this Internet Plus-Related search company.
Nvidia Shares Dip as Chinese AI Model DeepSeek Challenges Industry Norms
If You Had Invested Your Stimulus Checks in Nvidia, How Much Would You Have Made by Now?
Getting NVIDIA's RTX 50 Series GPUs At MSRP Would Be A "Surprise"; Team Green Leaves AIB Partners With Slim Margins
Alphabet's Nvidia-like Business May Be Worth Billions: Barron's
Prediction: This Hypergrowth Stock Will Finish 2025 as the World's Largest Stock -- and It's Not Nvidia
Where Will Nvidia Stock Be in 10 Years?
NVIDIA's GeForce RTX 5080 Comes Out Noticeably Slower Than RTX 4090, Gets Tested in Time Spy & Geekbench
MSI Confirms Shortage Of NVIDIA RTX 50 Series GPUs, Initial Batch To Have Limited SKUs
The culprit behind NVIDIA's decline? DeepSeek surged over the weekend, with domestic large models leading in cost-performance ratio.
① The AI company DeepSeek, under the management of Algo, gained overnight fame, making headlines across major mainstream media and social networks in the USA. ② CITIC SEC's Research Reports indicate that the smaller number of parameters in the DeepSeek model compared to the GPT-4 model also means lower inference costs. The decrease in inference costs will be a prelude to the widespread adoption of AI applications, just as the acceleration and reduction of costs with 4G provided support for the Penghua CSI Mobile Internet Index Fund(LOF)-A industry in our country.
Nvidia Stock Got Incredible News From This Hot AI Start-Up
With Oracle Joining Stargate, Can Microsoft - OpenAI Partnership Strain?
My Top 2 Artificial Intelligence (AI) Stocks for 2025 (Hint: Nvidia Is Not One of Them)
Daily short sale tracking: Venture Global's short volume increased by 6 million, with a short sale ratio of 18%
Dell May See Larger Generative AI Server Push Outs Than Expected: Loop