But the panic-selling may be overdone, according to top analysts. Bernstein’s Stacy Rasgon characterized the market's reaction as "overblown," telling me the development of DeepSeek doesn’t ...

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While recognizing the market's "panic," Rasgon characterizes the stock decline as "overblown," stating, "I don't think DeepSeek is doomsday for AI infrastructure." Newman echoes Rasgon's ...

Welcome back to The Prompt, Chinese AI company DeepSeek has taken the AI world by storm. News of the model’s capabilities briefly shaved $600 billion of market cap from chip giant Nvidia, which ...

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which perhaps inspired a measure of panic in big tech investors and led to the Nvidia stock sell-off, despite the fact that DeepSeek used Nvidia chips for training. As tempting as it is to frame ...

Following the crowd -- particularly when it comes to panic selling -- rarely works out. The Nasdaq Composite has led the market higher over the past couple of years, and while improving economic ...

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The selloff stems from weekend panic over last week’s release from the relatively unknown Chinese firm DeepSeek of its competitive generative AI model rivaling OpenAI, the American firm backed ...

Major averages tumbled on Monday as concerns about the AI rally ramped up in the face of buzz about China AI startup DeepSeek, sparking a risk-off move. At the same time, the S&P 500 (SP500) was ...