'Semicaps' Applied Materials, KLA, Lam Research Could Benefit From Emergence of DeepSeek, Oppenheimer Says

MT Newswires00:42

A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.

What is more important than technology is vision.

Tencent TechnologyJan 27 23:48

Has DeepSeek really put overseas Technology stocks in trouble, or is it just a temporary decline?

Analysis indicates that the recent trend of the Nasdaq Index is similar to the trend during the 2000 Technology bubble, and the rise of DeepSeek may trigger a collapse of the Technology bubble in the USA. However, if USA technology giants can succeed with less capital expenditure, they will win the favor of the market.

wallstreetcnJan 27 22:39

Is it safer to take profits or to buy on dips? DeepSeek's "fear" dominates Silicon Valley; quickly read about Wall Street's latest perspectives.

In no time, the domestic AI dark horse DeepSeek has become the focal point of discussion in the global Technology circle.

Futu NewsJan 27 22:17

Chip Equipment Stocks May See 'Unexpected' Upside From DeepSeek: Oppenheimer

Seeking AlphaJan 27 21:38

Shares of Tech and AI Stocks Are Trading Lower Amid AI Competition Concerns From China's DeepSeek.

BenzingaJan 27 20:14