Tech’s Edge Looks Duller after DeepSeek. Why the Mag 7 Can Still Win.
Wall Street experts aren’t panicking over the China’s AI model. They lay out why not is all lost for many sectors, including Big Tech.
DeepSeek Is Not a Good Reason for Big Tech to Become More Powerful
DeepSeek’s disruption signals that the U.S. needs more competition, not Big Tech dominance, to be the world's AI leader
DeepSeek Isn’t the Only Reason Big Tech Might Lose Its Edge on the Rest of the Stock Market
The rest of the stock market could finally catch up to the Magnificent Seven this year—and it has nothing to do with DeepSeek. The gap in earnings growth between the Magnificent Seven and the rest of the benchmark index should compress from roughly 8 percent to less than 5 percent by the end of 2025,
DeepSeek Tech Sell-Off: 2 Oversold Mag 7 Stocks to Buy Up
Monday’s DeepSeek sell-off may have rattled investors who picked up shares of a top semiconductor play at any time over the past few weeks. Undoubtedly, it’s not hard to imagine many new retail investors panicking in the face of Nvidia (NASDAQ:NVDA) stock’s sudden double-digit percentage decline.
Big Tech brushes off DeepSeek threat
Leaders of major U.S. tech companies at the forefront of artificial intelligence (AI) are brushing off a popular new intelligence model from Chinese startup DeepSeek, despite fears it could upend the industry.
What DeepSeek's Technology Could Mean for Tech Stocks
C hinese artificial intelligence startup DeepSeek rattled the U.S. technology sector after the company recently unveiled an AI model that is competitive with leading U.S. models
DeepSeek's 'Surprising' AI Claims Show China 'Starting to Gain an Edge'
The emergence of DeepSeek came shortly after President Trump unveiled his "Stargate" project to invest $500bn in advancing AI ...
DeepSeek Means The End Of Big Data, Not The End Of Nvidia
The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their ...
Inside Microsoft’s quick embrace of DeepSeek
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.
DeepSeek just taught the AI industry 5 hard lessons
Have American tech companies completely misunderstood what they should do with Large Language Models? It certainly looks that ...
The Economist4h
How DeepSeek will upend the AI pecking order
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
DeepSeek chaos suggests ‘America First’ may not always win
The stunning rise of DeepSeek is sending shockwaves through the artificial intelligence world, threatening America’s dominance that seemed set in stone just a week ago.
The DeepSeek AI chatbot burst onto the scene: are fears about it overblown?
Chinese AI startup DeepSeek's release of new AI models spurred a selloff in U.S. tech stocks, but some investors think the ...
DeepSeek Represents A Paradigm Shift For Tech Giants And Market Indices
The conventional wisdom in AI has long been that cutting-edge performance comes with a cutting-edge price tag. DeepSeek is ...
After a week of DeepSeek freakout, doubts and mysteries remain
The hard lessons learned from the DeepSeek models may ultimately help U.S. AI companies and speed progress toward human-level ...