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MRKT Call

DeepSeek Sparks Big Tech Sell-Off

Jan 27, 2025
Carter Worth, a renowned technical analyst from Worth Charting, joins the conversation alongside market experts Dan Nathan and Guy Adami. They dive into the recent tech sell-off, attributing it to the competitive rise of AI company DeepSeek. The trio discusses volatile stock performance, with a spotlight on NVIDIA and Apple amid pressure from Chinese firms. They also analyze key indices like the Nasdaq and reflect on how Fed policies and geopolitical dynamics influence investor sentiment and market directions.
42:50

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The emergence of DeepSeek has significantly impacted leading tech stocks like NVIDIA and Broadcom, emphasizing competition's role in market dynamics.
  • The hosts highlight the need for caution amid troubling uptrends and skepticism about the sustainability of growth rates for major tech companies.

Deep dives

Conference Insights and Industry Leaders

The hosts are attending the iConnections Global Alts Conference, where they discuss an impressive lineup of influential figures in the finance industry, including Michael Saylor, Steve Cohen, and Howard Marks. They express excitement about the diverse range of content and events scheduled, including live market calls and segments for CNBC's Fast Money. The hosts also acknowledge their growing audience, celebrating surpassing 100,000 YouTube subscribers, which places them among the top tier of channels. This recognition highlights the importance of their engagement with loyal listeners and the dynamic nature of financial discourse.

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