How DeepSeek’s AI Model Impacts AVGO Stock?
Broadcom’s business relies heavily on their networking products, which are crucial for data transfer in AI systems. If the market for premium AI chips experiences a downturn, amid the rise of DeepSeek, it could create a domino effect, potentially hurting sales of Broadcom’s supporting technologies and components.
Software Stocks In Vogue Again on DeepSeek’s Efficiency Promise
DeepSeek’s claim that it has found a lower cost way to create AI models has made software stocks a hot trade. The sudden emergence of DeepSeek’s model at first sent stocks with deep ties to the AI revolution into a nose dive on concerns that efficiency improvements could lead to reduced hardware spending.
OpenAI: DeepSeek Used Our Models to Train Their Own
OpenAI—which faces multiple lawsuits for using content without permission—accuses DeepSeek of 'distillation,' a technique that use larger models' outputs to improve smaller ones.
OpenAI Warns DeepSeek 'Distilled' Its AI Models, Reports
OpenAI has accused Chinese AI start-up DeepSeek of using its proprietary models to train an open-source competitor.
DeepSeek’s Deeper Impact Is Positive for Some Hard-Hit Stocks
A Chinese artificial-intelligence upstart has sent highflying technology stocks into a tailspin. The rise of China’s DeepSeek is disrupting the industry’s established order, but some players could actually thrive in the new landscape.
OpenAI says DeepSeek may have "inappropriately" used its models' output
OpenAI said on Wednesday that Chinese AI startup DeepSeek's open-source models may have "inappropriately" based its work on the output of OpenAI's models, an OpenAI spokesperson told Axios. Why it matters: China's DeepSeek has taken the AI industry by storm with its R1 reasoning model that competes with OpenAI's o1,
Nvidia Stock Gets Hit as DeepSeek AI Drama Reportedly Pushing More Export Regulations
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...
ASML Stock Erases DeepSeek Selloff. Why the CEO Thinks Cheap AI Is a Blessing.
The company reported fourth-quarter earnings of 6.85 euros ($7.14) a share on sales of €9.3 billion, beating expectations.
DeepSeek Could Boost Intel Stock
The industry expects the resource-light new model could usher in a wave of more efficient AI models, hurting demand for AI ...
Chip Stocks Mixed With DeepSeek Shock, Earnings in Focus
U.S. chip stocks were a mixed bunch with several joining Nvidia in the red. Cirrus Logic was down 2.2% while ARM Holdings' ...
ON Semiconductor: Cyclical Buy, Unaffected By DeepSeek
ON Semiconductor presents a strong buy opportunity with its promising growth potential, shareholder-focused strategies, and ...
Nvidia, Broadcom Among Tech Stocks to Sink on DeepSeek Threat
A slew of stocks, including chip maker Nvidia, fell Monday after Chinese startup DeepSeek released an AI model that runs on ...
Tech stocks fall as China's DeepSeek sparks U.S. worries about the AI race
DeepSeek released an open-source artificial intelligence model in December, saying it took only two months and less than $6 ...
FTXL: DeepSeek Unlikely To Harm U.S. Semiconductor Stocks, But Valuations Might
FTXL focuses on US semiconductor companies, using quality factors like ROA and cash flow for portfolio selection. Read why ...
As DeepSeek panic set in, retail investors were buying the dip
"Retail investors have (so far) responded to the DeepSeek-induced equity sell-off by doing what they do best: buying the dip." That's from Vanda Research's new bulletin analyzing the trading of ...
DeepSeek AI Debut Sparks 10% Dive in Taiwan Semiconductor Stock
Affordable, DeepSeek in China competes with AI models from US tech giants Meta (META, Financial) and OpenAI while offering ...
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...