Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?
Bloomberg Intelligence
Market Shifts: The Impact of DeepSeek on U.S. Tech Stocks
This chapter examines the surging popularity of Chinese startup DeepSeek in the context of U.S. tech sanctions, highlighting the resulting volatility in tech stocks. Analysts critique the implications for U.S. tech dominance and express concerns over potential overinvestment in AI, especially as major companies like NVIDIA and Meta face significant declines.
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