US Tech Stocks - Temporary Hiccup or the Beginning of the End of the AI Bubble

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.