Hedge funds bet billions on market crash in Trump’s America
https://www.telegraph.co.uk/business/2025/01/31/hedge-funds-bet-billions-against-trumps-america/
Goldman Sachs reports a surge in short bets against US stocks.
https://www.telegraph.co.uk/business/2025/01/31/hedge-funds-bet-billions-against-trumps-america/
Goldman Sachs reports a surge in short bets against US stocks.
The Fed Is Sitting on the Sidelines, but for How Long?
https://www.nytimes.com/2025/01/31/business/stock-market-ai-federal-reserve-immigration.html
Stocks in the United States swooned when the excellent performance of a new, relatively cheap Chinese artificial intelligence engine, DeepSeek, raised questions about the strategies of deep-pocketed American companies like Google, Microsoft, Meta and Open AI.
They have poured billions into advanced A.I. hardware and power supplies, money that has swelled the coffers of the giant chipmakers Nvidia and Broadcom as well as utilities and energy companies with nuclear power and fossil fuels. The brute force approach to developing advanced artificial intelligence may not make sense if Chinese open-source A.I. can achieve similar results at a small fraction of the cost.
https://www.nytimes.com/2025/01/31/business/stock-market-ai-federal-reserve-immigration.html
Stocks in the United States swooned when the excellent performance of a new, relatively cheap Chinese artificial intelligence engine, DeepSeek, raised questions about the strategies of deep-pocketed American companies like Google, Microsoft, Meta and Open AI.
They have poured billions into advanced A.I. hardware and power supplies, money that has swelled the coffers of the giant chipmakers Nvidia and Broadcom as well as utilities and energy companies with nuclear power and fossil fuels. The brute force approach to developing advanced artificial intelligence may not make sense if Chinese open-source A.I. can achieve similar results at a small fraction of the cost.
DeepSeek has blown three AI myths apart
https://www.telegraph.co.uk/business/2025/01/30/deepseek-has-blown-three-ai-myths-apart/
It’s hard to let go of a familiar narrative but diversification has never been more important.
https://www.telegraph.co.uk/business/2025/01/30/deepseek-has-blown-three-ai-myths-apart/
It’s hard to let go of a familiar narrative but diversification has never been more important.
I Study Financial Markets. The Nvidia Rout Is Only the Start.
https://www.nytimes.com/2025/01/28/opinion/nvidia-deepseek-ai-valuation-ouroboros.html
DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race
https://www.wsj.com/tech/ai/deepseek-tech-stocks-a3e83478
More AI competition will make it hard for Big Tech to generate the oligopoly-like profit margins that investors hope for.
https://www.nytimes.com/2025/01/28/opinion/nvidia-deepseek-ai-valuation-ouroboros.html
https://www.wsj.com/tech/ai/deepseek-tech-stocks-a3e83478
More AI competition will make it hard for Big Tech to generate the oligopoly-like profit margins that investors hope for.