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Liang Wenfeng, the founder of DeepSeek: The goal is to achieve AGI, not just short-term commercialization.
①DeepSeek has proven that, beyond the "miracle of great efforts" Scaling Law, AI large models may have another path to victory, a "DeepSeek Law." ② "The goal of DeepSeek is to achieve AGI, not just short-term commercialization," said founder Liang Wenfeng, adding that price reductions are not aimed at grabbing users but are based on cost declines and the pursuit of inclusive AI.
DeepSeek shakes Wall Street, how does Goldman Sachs view it? They cautiously take a Put position on USA Technology stocks, keeping a close eye on the giant Earnings Reports on Wednesday.
Goldman Sachs Analysts state that the current clear consensus is to cautiously Put USA Technology stocks until the earnings reports of the major USA Tech giants, Mag 7, are announced, with a focus on AI-related capital expenditures in the reports.
R1 "bombing" is still not enough! DeepSeek released the new Boai NKY Medical AI model late at night, with image generation capabilities surpassing DALL-E 3.
JanusFlow adopts a minimalist architecture that combines autoregressive language models with correction flows, requiring no complex architectural modifications, and supports a resolution of 384x384 for raw images.
'Semicaps' Applied Materials, KLA, Lam Research Could Benefit From Emergence of DeepSeek, Oppenheimer Says
A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.
What is more important than technology is vision.
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.
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.
Chip Equipment Stocks May See 'Unexpected' Upside From DeepSeek: Oppenheimer
Shares of Tech and AI Stocks Are Trading Lower Amid AI Competition Concerns From China's DeepSeek.
Bernstein Maintains Lam Research(LRCX.US) With Hold Rating, Maintains Target Price $85
Bernstein Sticks to Its Hold Rating for Lam Research (LRCX)
Apple, AT&T, Tesla, GM, Microsoft, and More Stocks to Watch This Week
Earnings Week Ahead: TSLA, META, AAPL, MSFT, INTC, MA, XOM, LUV and More
Overnight, the AI community in the USA began discussing DeepSeek, while shareholders are anxiously asking, "Is this shorting NVIDIA?"
One week after the release of the R1 model, the mysterious AI company DeepSeek from China went viral on major media outlets and social networks in the USA.
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Jim Cramer Won't 'Get In The Way' Of This Meme Stock, Calls Lam Research 'So Cheap'
Is Lam Research (LRCX) Among the Undervalued Semiconductor Stocks to Buy According to Analysts?
Earnings Preview: Lam Research to Report Financial Results Post-market on January 29
$Lam Research(LRCX.US)$ is scheduled to release its financial results post-market on January 29 ET. Earnings PreviewAnalysts estimate $Lam Research(LRCX.US)$ to post revenue of USD4.31B for 2025Q2,
Cramer's Lightning Round: Lam Research Is a Buy
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.