The days of US stock outperformance are over as DeepSeek threatens AI returns, Bank of America warns. These 2 'quiet' trades are 'breaking with upside' instead.
"DeepSeek means peak in AI capex return expectations," says Bank of America's top global strategist Michael Hartnett.
Stocks Give Up Gains As Tariffs Loom—Nvidia’s DeepSeek Selloff Balloons Back To $500 Billion
Leading the swing were Apple and Nvidia, both Silicon Valley giants with significant dealings in China, as shares of Apple ...
Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout, firm says
The messaging was rolled out on platforms such as X and META.O Facebook and Instagram, as well as Chinese services Toutiao ...
DeepSeek Hit Energy Stocks Like Vistra. Many Are Still Pricey.
The emergence of Chinese artificial-intelligence company DeepSeek raises a simple question that has clobbered energy stocks ...
Nvidia stock has crossed a red line that points to more pain after this week's DeepSeek rout
Nvidia crossed below its 200-day moving average this week for the first time since 2023. Analysts say the correction could ...
DeepSeek’s Rise: How a Chinese Start-Up Went From Stock Trader to A.I. Star
The little-known artificial intelligence firm has emphasized research, even as it emerged as the brainchild of a hedge fund.
With DeepSeek on the scene, should investors ‘go retro’ with their Stocks and Shares ISAs?
The arrival of a new AI model has caused mayhem in the tech sector. Does this mean a more old-fashioned approach to a Stocks ...
Nvidia Stock Is Falling Again. Why the AI Chip Maker Is Suffering a DeepSeek Hangover.
Nvidia was falling early Friday as politicians and Big Tech firms comment on the effects of Chinese firm DeepSeek’s ...