3 days ago · ASML sank 6%, while Broadcom, another semiconductor stock, also slumped 17%. ... "DeepSeek's work illustrates how new models can be created using that technique, leveraging widely available models ...

15 hours ago · But picking winners and losers right now won't be easy, which is why buying the iShares Semiconductor ETF ... DeepSeek had to use older chips like Nvidia's H100 and the H800, which was designed ...

3 days ago · As a result, a balanced investment approach across the semiconductor landscape remains the most prudent strategy. The Breakthrough Claim: DeepSeek’s R1 Model; The Hyperscalers’ Massive CapEx on AI Training; Training vs. Inference in the Semiconductor Industry; DeepSeek’s Disruption: Concerns for Nvidia and Other Chipmakers

3 days ago · Jan. 28, 10 a.m. EST Morgan Stanley’s Joseph Moore offers perhaps the most palpably negative major analyst reaction to DeepSeek, cutting his price target for Nvidia from $166 to $152 due to the ...

2 days ago · The Philadelphia Semiconductor index shed 9.2 percent, its worst daily drop since March 2020. ... “DeepSeek is an excellent AI advancement and a perfect example of Test Time Scaling,” Nvidia ...

3 days ago · The Philadelphia semiconductor index tumbled 9.2%, for its biggest percentage drop since March 2020 and its biggest decliner was Marvell Technology, which tumbled 19.1%.

3 days ago · Nvidia fell more than 16% Monday, while U.S.-listed shares of Taiwan Semiconductor Manufacturing Co. were down 13% and ASML Holding , the Dutch company that makes semiconductor-making equipment ...

3 days ago · DeepSeek’s new A.I. model has rocked Silicon Valley and upended several fundamental assumptions about A.I. progress, our tech columnist writes. The Age of A.I.

3 days ago · The Nasdaq & S&P 500 fell after Chinese startup DeepSeek shows AI can be built cheaply, sparking fears AI spending will stall. ... Losses were led by semiconductor darlings like Nvidia and ...

4 days ago · This way, investors could buy the semiconductor dip through the best setups today. But, for those who believe that DeepSeek can pull this all off, considering a Chinese technology name like Alibaba and its 62.3% implied upside coming from Macquarie analysts and their $145 a share price target would be a great choice.