3 days ago · At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. ... The emergence of Chinese AI rival DeepSeek challenges the dominance of mega-cap U.S. tech firms and may compel investors to begin favoring other sectors that can benefit from AI.

1 day ago · "While sentiment has worsened around potential longer term risks, near term business continues to firm," the Wall Street bank said.

Jan 31, 2025 · The biggest story in markets this week revolved around the shocking assessment of the DeepSeek release on the AI trade. Sectors levered to AI and its buildout (tech -3.8%, utilities -1.4%, industrials -1.2%) lagged. But what if DeepSeek’s breakthrough is actually a reason to be even more positive about AI? We provide our take below.

Jan 31, 2025 · DeepSeek claims that their model used Nvidia’s H800 chips, which have more constrained memory bandwith to comply with U.S. chip export controls than the more advanced H100s. ... Source: J.P. Morgan. As of January 27, 2025. Note: All third-party companies referenced are shown for illustrative purposes only, and are not intended as a ...

Jan 28, 2025 · Investing.com -- Morgan Stanley lowered its price target for Nvidia (NASDAQ: NVDA) from $166 to $152 on Tuesday, citing investor concerns sparked by the release of DeepSeek’s AI model.

Feb 1, 2025 · Morgan Stanley analysts wrote that “the stock market reaction is probably more important than the cause,” and warned DeepSeek’s success could temper AI spending enthusiasm and compel the ...

Jan 27, 2025 · Today, markets have been adjusting to a new threat: a new artificial intelligence (AI) model is challenging many assumptions about U.S. technology dominance. DeepSeek, a two-year-old Chinese startup, launched its latest model early last week.

Why did DeepSeek’s R1 announcement clobber NVIDIA, and what are implications for OpenAI and Anthropic? • DeepSeek’s R1 is a chain-of-thought reasoning model like OpenAI's o1. It can think through a problem and

Jan 28, 2025 · Microsoft's Azure platform, Morgan Stanley analysts wrote on Tuesday, could benefit from a proliferation of AI models and consumer applications. Chinese startup DeepSeek’s super-efficient...

A Chinese startup has disrupted the AI landscape and sent shockwaves through markets. DeepSeek, a newly released large-language model (LLM), challenges the dominance of tech giants by boasting similar performance despite using less sophisticated chips and functioning at a fraction of the cost.