Long-term beneficiaries of DeepSeek: Apple, Xiaomi and others?
Bank of America Merrill Lynch believes that if DeepSeek's technology can truly reduce the cost of AI inference, then Apple will benefit in the long term due to its advantages in edge AI technology.
Rosenblatt Securities Maintains Apple(AAPL.US) With Buy Rating, Maintains Target Price $262
Express News | X has chosen Visa as the first digital wallet partner to achieve the goal of becoming a 'everything app.'
JPMorgan: The plunge of the largest Technology stocks does not constitute a credit issue.
Glory Financial reported on January 29 that JPMorgan believes the trillion-dollar market capitalization evaporated by DeepSeek on Monday had little effect on the bond market, though concerns about rising volatility may negatively impact credit spreads. Despite the decline in the stock market, the average spread of high-rated bonds widened by 1 basis point, and the CDX investment-grade bond index expanded by 0.7 basis points. This is because the top five constituent stocks in the NASDAQ 100 Index — Apple, Microsoft, NVIDIA, Amazon, and Meta — account for a combined weight of 42% in the index but only represent 2.4% of high-rated outstanding bonds. Furthermore, the recent financial
Express News | Apple Shares Rise 3.8%
Google Fights Record EU Android Fine, Claims Users Choose Services Over Rivals
Express News | Apple faces the risk of failing in the antitrust actions against it in Germany.
U.S. stock early market | The three major Indexes surged, with the Nasdaq up over 1%, Technology giants generally rose, Apple increased nearly 3% again, and Amazon and Meta both reached new highs.
US stocks opened higher on Tuesday, with the Nasdaq and S&P Index attempting a rebound after a sharp decline yesterday. The market continues to evaluate the potential impact of China's startup DeepSeek and its low-cost, high-performance AI large model on US stock AI Trading. Investors are also focusing on the Earnings Reports from Technology stocks such as Microsoft and Apple, as well as the Federal Reserve's monetary policy meeting.
Boeing, Salesforce Share Gains Lead Dow's 115-Point Jump
Apple on Pace for Worst Month Since September 2023 -- Data Talk
Comparing Apple With Industry Competitors In Technology Hardware, Storage & Peripherals Industry
Is DeepSeek providing assistance? Apple rises nearly 2% to firmly hold the title of "Global Stock King". Analysts state that the company is expected to benefit from DeepSeek's technological breakthroughs.
① Apple Inc. has once again become the company with the highest Market Cap in the world; ② In addition to the rebound after consecutive declines, the historic drop of competitor NVIDIA is also a key reason; ③ Apple released system updates including iOS 18.3 on Monday, and analysts and investors also seem to believe DeepSeek's innovations are beneficial to this Consumer Electronics giant.
GE Vernova Stock Had Its Worse Day Ever. Wall Street Sees a Rebound. -- Barrons.com
Here's What to Expect From Mag 7 Earnings This Week as DeepSeek Raises Investor Concern
Daily short sale tracking: NVIDIA's short volume increased by 36 million, with a short sale ratio of 6%
NVIDIA(NVDA.US) ranked top of the list had the largest change in short volume (36.13 million shares), and the short volume ratio of Corebridge Financial(CRBG.US) reached 40.4%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
Express News | In the past seven days, DeepSeek's global downloads on Apple and Google markets increased by 375% compared to the previous period, with a total of over 3 million downloads since its launch on January 11.
US stock market outlook | The three major futures are slightly rising before the market opens! Chip stocks and Nuclear Power stocks are rebounding collectively, Vistra up over 4%, NVIDIA up over 2%; USA President Trump: DeepSeek sounds the alarm for the U
The AI craze has helped software giant SAP's cloud business sales increase by 27%, with the CEO praising DeepSeek; tariffs are increasing monthly! The new treasury secretary of the USA is promoting a "gradual universal tariff" starting at 2.5%, increasing by 2.5% each month, up to a maximum of 20%.
Nvidia Rebounds After Record $589B Market Cap Rout
DeepSeek Shattered the AI Trade. How to Look for -2-
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