

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?
Jan 27, 2025
The rise of DeepSeek, a Chinese AI startup, is shaking up technology stocks, challenging the dominance of U.S. firms. Its low-cost AI model runs on less advanced chips, raising doubts about high valuations in the tech sector. Investors are increasingly anxious about the potential disruption this innovation may cause. As earnings for major tech players slow, the landscape is shifting dramatically, particularly for companies like Nvidia that rely heavily on hyperscalers. This development highlights growing competition and evolving market dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Earnings Expectations and Emerging AI Competition
02:24 • 2min
Concerns Over DeepSeek's Impact on Tech Stock Valuations
04:11 • 2min
Tech Earnings and the Power of Hyperscalers
06:39 • 2min
Exploring Accessibility of Bloomberg News and Mental Health Insights
08:09 • 2min