KraneShares FTSE Emerging Markets Consumer Technology Index ETF (KEMQ)

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Big Tech set for 20% earnings growth in 2025, portfolio mgr. says

The technology sector (XLK) is rebounding from losses earlier this week after the latest AI model from Chinese-owned DeepSeek sent chip stocks plunging. Allspring Global Investments Senior Portfolio Manager and Head of Capital Allocation Margie Patel joins Market Domination to discuss the tech sector outlook as the earnings season progresses. Patel acknowledges that she expected 2025 to "be a year of deceleration in growth" for tech, adding that there is still "uncertainty" regarding DeepSeek's impact. However, she notes that historically, new product entries into the tech market tend to create increased demand, "so everybody really benefits." Addressing valuation concerns in the tech sector, she points out that Big Tech PE ratios (price-earnings) have experienced "erosion" in recent months as investors worry about slowing growth and negative capital expenditure impacts. Nevertheless, Patel remains optimistic, projecting 20% earnings growth for the sector in 2025, which would "justify" current valuations. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Angel Smith

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Could DeepSeek's AI gains be good news for all AI players?

After China's DeepSeek released a new artificial intelligence (AI) model, investors weigh whether US tech companies can keep up, sending AI-related stocks like Nvidia (NVDA), Broadcom (AVGO), and Taiwan Semiconductor Manufacturing Company (TSM) tumbling. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead joins Julie Hyman and Josh Lipton on Market Domination. He shares his view that while DeepSeek has made an important advancement in inference, the market may be too worried about what it means for US AI companies. "I don't think this is some Chinese psyop," Moorhead explains. "I spent my weekend reading white papers and going through the details, and while I am not a data scientist, I do believe that what's clear to me is they used different techniques than the other model makers are doing, where they were able to parse or train maybe 5% of the data. That's like a 95% reduction." He adds, "When you actually run one of these applications called inference, they did that with an exceptional amount of optimization." Despite finding DeepSeek's model impressive, Moorhead thinks the market response is "a gigantic overreaction." "I think the market overall should be going crazy because [this is the] uplift of what we were looking for [from AI]," he says, adding that the investors' focus should be on the progress in inference. Watch the video above to learn more about Moorhead's read on the impact of DeepSeek's new model on Nvidia and other AI players. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

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Tech sell-off shifting attention to these tailwinds ahead of earnings

The tech sell-off fueled by DeepSeek's new AI model has created quite the buzz on Wall Street ahead of a crucial earnings week. B. Riley Wealth chief market strategist Art Hogan joins Market Domination to point out that while the tech sector faces pressure, earnings season is signaling positive growth, especially for names outside of tech. Hogan notes that hedge funds have reduced their positions in Big Tech, reflecting caution. Additionally, Hogan suggests a market-weight stance on AI stocks and recommends looking at undervalued sectors like energy (XLE), which he sees as poised for growth despite recent underperformance. “Well, we think that this is a great year for things like energy. That's probably our most non-consensus call… Energy is the worst-performing sector in the S&P 500 (^GSPC) for two years running. We think the multiples are ridiculously cheap, most of the majors throw off nice dividends,” Hogan says. Hogan also recommends considering other undervalued sectors like financials (XLF) and healthcare (XLV): “We think the financials are probably the largest net beneficiary of new policies from a new [Trump] administration." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch

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Nasdaq falls 3%, DeepSeek AI concerns wallop tech sector

While the Dow Jones Industrial Average (^DJI) eked out a daily gain of over 0.6%, the Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) fell by over 3% and nearly 1.5%, respectively. The AI competition fears sparked by Chinese startup DeepSeek fueled a market sell-off in today's session. Market Domination Overtime anchor Julie Hyman and Yahoo Finance markets and data editor Jared Blikre review the day's market and sector action following the closing bell. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Luke Carberry Mogan.

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What is DeepSeek?

DeepSeek, a Chinese artificial intelligence (AI) startup founded in 2023, is gaining attention following the January 20th release of its open-source R1 model, which rivals OpenAI's o1 model. Market Domination host Julie Hyman explains the new AI chatbot, noting that the model's intrigue is due in part to its cost-efficient development without Nvidia's (NVDA) advanced chips, potentially breaking export restrictions. Despite some issues, including biased responses, DeepSeek has quickly gained popularity, topping app store charts. Geopolitically, DeepSeek's rise highlights the competitive AI race, impacting major indexes (^GSPC, ^IXIC).  To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch

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Wall Street in Shock: Nvidia Loses $400B as China's DeepSeek Crushes AI Hype

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Market 'panic' over DeepSeek AI may be 'overblown'

Chinese artificial intelligence (AI) startup DeepSeek has emerged as a potential challenger to Silicon Valley's dominant AI companies, claiming to offer a more affordable alternative to popular chatbots. This announcement triggered a notable sell-off among major tech stocks. Futurum Group CEO Dan Newman and Bernstein managing director and senior analyst Stacy Rasgon share their insights on Morning Brief. Rasgon feels minimally concerned about the situation. He notes, "The models they've built are fantastic, they really are ... but what they're doing is not miraculous either or unknown to any of the other top-tier AI researchers or AI labs that are out there." While recognizing the market's "panic," Rasgon characterizes the stock decline as "overblown," stating, "I don't think DeepSeek is doomsday for AI infrastructure." Newman echoes Rasgon's skepticism, raising questions about the announcement's credibility. "When did we decide that we're going to just believe a paper that comes out of China?" he says. Newman suggests the claims require verification, noting that "it's not unlike China to potentially try and play a little bit of psyops with Americans and the markets to see how we would react." However, Newman also acknowledges that if DeepSeek's claims are "accurate," affordable AI models could benefit the entire sector. "I just think the market's completely missing this one, and the fact that we're believing China just with their word, to me, I think that needs a little more inspection," he adds. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Angel Smith

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Exchange-Traded Funds, Equity Futures Lower Pre-Bell Monday as China's DeepSeek Disrupts Tech Sector

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Return	KEMQ	Category
YTD	+4.14%	+6.04%
1-Year	+25.96%	+6.04%
3-Year	-5.84%	-2.04%

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KraneShares FTSE Emerging Markets Consumer Technology Index ETF (KEMQ)

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