As the NVIDIA Deepseek’s worth triggered the questions

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Nvidia is plunging $ 600 billion
Nvidia Shares approached about 17% on Monday The worst day in March 2020China’s DeepSeek is over concerns raised by an artificial intelligence model. Chipmaker lost to $ 600 billion on the market coverThe biggest fall for any company in a day in the history of US. Other shares associated with AI Micron, Armed and Broadcom In the United States, as well as Asml and Tokyo Electronic The global markets also fell sharply.

DeepSEEK evokes questions about AI investments
Chinese ai Starter Deepseek on Monday released it Useful Model R1which competitors O1 O1. The main claim for fame is to build the model with less powerful chips than US companies use and Can be less than 10% Meton According to the estimates by Jlama, Jefferial analysts. Afraid of the fear of a bubble, which is a bubble waiting for major investments to the AI ​​by US companies to the AI ​​unjustified and popular.

Share energy
Electric companies are most exposed Tech Sector’s Information Center Boom Monday, Deepseek’s claims asked how much investors would consume basic artificial intelligence applications. Vistur Closed while about 30% lower Speech energy and GE VERNOVA Fell over 20%. All three shares refused to save this year.

Tech shares were beaten
The main criteria in the United States Fell on Monday Although the Semiconductor and AI-related shares can move the Dow Jones to move forward. PAN-EUROPE STOXX 600 index hit 0.07% down, Get rid of steep losses before. But the EU, for example, shares with connections Siemens Energy and Schneider Electricfinished the day sharply.

(PRO) NVIDIA sales ‘overly’: Tom Lee
CNBC told CNBC that the NVIDIA’s resume was “overwhelmed” on a scale near the Fundstrat Global Advisers in Fundstrat Global Advisers, Tom Lee, Tom Lee. Why lee NVIDIA does not change his mind now.

Before Monday, ChipMaker was the most valuable company. After the sale of NVIDIA about $ 600 billion in market capitalization, the company fell to third place Apple and Microsoft.

To put this tectonic turn into the context, the decline in the NVIDIA market cover is larger than all market value Netflix and the double Wells FargoCNBC’s Adrian Van Hauwereiren noted.

And it is important for investors, because NVIDIA has a place in his portfolio, taking into account the possibility of the exchanges in the past two years. Although investors are not exposed to NVIDIA, the shares are between 469 Exchaarty Foundation, the top 15 Holding ScantAdded Van Hauwereiren.

Aside from NVIDIA, other AI-adjacent plays, the technological-heavy NASDAQ composite fell to a 3.07% slip. S & P 500 lost 1.46%. However, reaching 0.65%, reaching 0.65%, Apple from Bondrach, Johnson & Johnson and travelers on the next day.

“First, selling first and then asking them to ask questions and that investors are a bit extended for technology, and especially for semiconductors and feel a little stretch for semiconductors and are a minor investor.

“We will have variations, especially when we are engaged in a rich market and exogenous events,” he added.

Indeed, CBOE Vix index – Measures the power of S & P’s 30-day price changes, thus seen as a fear of Wall Street – 20.5% increased by 20.5% after the day of the day.

He said that in the market where the shares rose, “investors are not composed of shares, but do not return to defense,” as stovall.

Some technological reserves have even increased by DeepSeek despite the ward on the sector. Shares Righteousness, Adobe and Palo Alto networks John Belton, the portfolio manager in Gabelli funds John Belton, the portfolio manager and the Portfolio manager reached the prospect, which could land on the edges.

In other words, DeepSEEK does not prove that AI’s investors and companies are a fantastic hole. On the contrary, it shows that the EU is more accessible and affordable than thinking.

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