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."
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%
Tigress Financial Maintains NVIDIA(NVDA.US) With Buy Rating, Raises Target Price to $220
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.
Boeing, Salesforce Share Gains Lead Dow's 115-Point Jump
Nvidia Upgraded at Tigress Following DeepSeek Route
Tesla Trouble? How BYD Could Dethrone Elon Musk Like DeepSeek Did OpenAI. -- Barrons.com
Express News | Morgan Stanley has lowered the Target Price for NVIDIA from $166 to $152.
Express News | Bridgewater's Co-Cio Karen Karniol-Tambour Says Biggest Opportunity in Public Markets Now Is Rebuilding Fixed Income Allocation
Tigress Financial Upgrades NVIDIA to Strong Buy From Buy, Raises Price Target to $220 From $170
Nvidia Stock Tries to Recover After DeepSeek AI Frenzy Prompted Near $600 Billion Loss
Express News | Nvidia Down 1.5%, Broadcom Down Nearly 1%, Super Micro Down 5.3%
Express News | NVIDIA quickly gave back its gains in early trading, falling by over 1%.
DeepSeek Shakes up Semis, but Analysts Say Cloud Compute Remains Crucial to AI
Most U.S. chip stocks opened lower: ASML Holding fell by about 2.8%, while NVIDIA rose by 0.5%.
On January 28th, according to Gelonghui, ASML Holding's ADR fell by 2.77%, Lattice Semiconductor dropped by 2.52%, Wolfspeed decreased by 2.01%, Microchip Technology, Lam Research, NXP Semiconductors, Texas Instruments, Applied Materials, Cirrus Logic, and others fell between 1.97% and 1.04%. NVIDIA, on the other hand, rebounded by 0.52%, Qorvo rose by 0.56%, Taiwan Semiconductor's ADR increased by 0.66%, the double long ETF for NVIDIA gained 0.82%, and Arm Holdings went up by 1.22%.
Nvidia Sheds $589B in Market Cap From Sell-off. What's Next?
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.