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.
Broadcom Stock Doubled in 2024. Can This Dominant AI Stock Double Again in 2025?
Broadcom (NASDAQ: AVGO) had an incredible 2024, with the stock more than doubling. After a run-up like that, many investors ...
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 ...
How DeepSeek is upending AI innovation and investment after sending tech leaders reeling
Tech entrepreneurs and venture capitalists are applauding DeepSeek while cautioning that it reveals China is far more advanced than we thought in AI. Legendary venture capitalist Marc Andreessen ...
What to Know About DeepSeek, the Chinese AI Company Causing Stock Market Chaos
Some AI researchers hailed DeepSeek’s R1 as a breakthrough on the same level as DeepMind’s AlphaZero, a 2017 model that ...
DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
How DeepSeek Has Blown Open AI Race Between US and China
The sudden success of the Chinese AI startup took the tech world by surprise. Newsweek explores the impact on the U.S.'s lead in the industry ...
Why Apple Stock Dodged the DeepSeek AI Rout
Shares of Apple charged higher on Monday, bucking the trend as its large-cap tech peers tumbled on concerns about ...
DeepSeek Marks The End Of The First Phase Of The AI Investment Boom
Deepseek will lower the cost of production for AI, and move attention to data sets, energy and AI applications.