The invention of the steam engine reduced the use of Coal? Wall Street is hotly discussing the rise of DeepSeek, is now the time to buy in?
Some analysts suggest that the rise of DeepSeek may have an "extinction-level" impact on other startups building AI models, but Bernstein Analysts believe that the development of DeepSeek does not indicate the "end of AI infrastructure."
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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
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Express News | Nvidia Short Sellers Rake in $6.7 Billion in Profit After Stock's Near 17% Drop on Monday in Record Single-Day Gain - Ortex Data
Express News | Nvidia Shares Reverse Course, Last up 2.6%
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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.
Benzinga Market Summary: Tech Stocks Rebound Following Monday's Selloff, GM Warns Of Policy Uncertainty, Trump Admin Suggests Plans For Further Tariffs
U.S. stocks are moving atypically | The author of the book "Black Swan" claims that the significant drop on Monday is just the beginning. NVIDIA (NVDA.US) opened high but experienced a sharp decline at one point.
On Tuesday, NVIDIA (NVDA.US) experienced intense trading at the opening, soaring high before quickly plunging and dropping as much as 1.6%, but has since rebounded to rise over 1%, currently at $120.20.
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Tesla Trouble? How BYD Could Dethrone Elon Musk Like DeepSeek Did OpenAI. -- Barrons.com