(Bloomberg) – For a better part of two years, artificial intelligence technologies are a separate gift for us for investors in US stock. The NASDAQ 100 index increased by 92% from the beginning of 2023, adding more than $ 14 trillion for the value of a handful of technological managers and founders.
Last week, the S & P 500 index is mostly powered by other records, mostly more AI HYPE, this time in the form of investments for $ 500 billion. President Donald Trump has announced the global AI leader, the statement said that little would have been seen before he even received it. NVIDIA CORP. Good chips. Meta Platforms Inc. Inc., Openai and Uson Tech Giants significantly resulted in the development of the bots that drove it.
Then came Deepseek, a Chinese launch, which AI platform seems to look good on the market and energy consumption slip.
NASDAQ 100 decreased by 3%, at a maximum of six weeks, almost leaves almost a residential year and costs almost $ 1 trillion than on Friday. Nvidia has had its worst day since 2020, when the epidemic struck, she lost the market value of almost $ 600 billion in the biggest holiness in history. Energy companies are expected to make a profit from unprecedented AI demand, which took place 21% Beatdown for Constellation Energy Corp.
Suddenly, which was mainly forecasted to the United States, one question that hundreds of billions of people in investments AI would ever be great to be acquitted by Megacap shares. The group makes 30% of the S & P 500 with heavy weight than in the history of anytime.
“Today’s steps show how dangerous this market is,” Max Gochman, a senior vice-president with the Investment Solid to Franklin Tempoton. “When the assessments are stretched to heaven, it is easier to tremble to make the whole market.”
The Deepseek’s AI model on the weekend was climbed to Apple’s AppStore charts. NVIDIA, whose shares have increased by nine times in the last two years, increased by 17%.
“Deepseek shows that it is possible to develop powerful AI models that cost less,” said Tea-San Ling, the Executive Director of the Union Banker Pritement. “It can be potentially distracting the investment job for the entire AI supply chain, which runs high costs from a little handful of hypercharts.”
Nvdia, in turn, strengthened the threat from Deepseek, calling for “excellent AI promotion”, which meets the export of US technology. Although most of the best products in NVIDIA cannot be sold to Chinese companies, the statement said that the implementation of AI models, however, most of its products should be.
“Industry requires a significant number of NVIDIA GPUS and high quality networks,” the company said.
In NASDAQ companies, the route comes earlier than the main technology companies, including Apple and Microsoft, investors have already been prepared for processing the scale of the appeal.
To be sure, the sale in US markets is not relatively procedure, despite Megacap Tech’s Bluxoning. The S & P 500 was less than 1.5% more than 350 of its members, which pushed the damage mainly to the subjects subjected to AI. The average level of Dow Jones Industrial increased by 0.7%, only seven of which are its members who end in red.
Analysts say some companies such as Salesforce Inc., banks and major retailers. Companies are expected to use AI bots than to develop them to benefit from the open code of Deepseek.
At the same time, the market is more than technology and AI. Tuesday, the Federal Reserve will start a meeting of its two-day policy, the officials of which are expected to keep stable, as the fight against inflation continues. And Trump’s role, the plan to extend the reductions of deep floors have the potential to promote the growth, despite the risk of being inflation.
Regardless, Deepseek’s recent Iteration, which was released last week. It is widely viewed as a competitive openai and recent Meta offers. Introducing Mark Andresen, as “one of the most amazing and impressive promotions, Deepseek’s program shows its work and reasoning, as it refers to the user’s written inquiry or prompts.
“We don’t know that this is a” spurage moment “of shares, but it certainly wakes up that we are not the only game in the city,” the management of Murphi and Silvest wealth. “It requires many investors to look different to AI companies. Put these very high marks into stock, thinking that the market is a big mistake, and it is restarted. “
NASDAQ 100 trades about 27 times nominated income compared to its three-year average 24 times. Nvidia is 33 times, even though it’s slightly down its three-year middle.
The release of Deepseek raises new suspicions, challenging the concept that China’s AI technology has been inferior to our partners for years. Washington’s trade restrictions were maintained by China’s most cuts chips, but Deepseek model was built using open source technology that is easy to access.
“Before the current leaders like NVIDIA have a strong base, it is a reminder that AI dominance cannot be given.” “China’s depths show that the competition is strengthening, and although it cannot lead to a significant threat, future rivals will develop faster and to challenge the companies faster. This week earnings will be a huge investigation. “
– Thus, from Bradham, Jan-Patrick Barnert, from Subrat Patnaik, Abhishek Vishnoi, Winnie’s HSU and Michael Msika.
(The initial version of this story has been corrected to correct the error named Meta).
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