Euronext - Delayed Quote • EUR (M529S.NX) Follow Compare 4.5850 0.0000 (0.00%) At close: December 18 at 6:30:00 PM GMT+1 Related News DeepSeek sell-off reminds investors of the biggest earnings story holding up the stock market Big Tech's rapid earnings growth finally slowing has been a risk to the market strategists have been talking about for more than a year. Time to 'panic' or 'overblown'? Wall Street weighs how DeepSeek could shake up the AI trade AI stocks fell across the board as the investment community absorbed news of a potentially more cost-effective Chinese AI model — and began to question the Western world’s gargantuan spending on AI infrastructure. Nvidia and chip sector, nuclear energy, SoFi: Market Minute Yahoo Finance senior markets reporter Josh Schafer highlights several of this morning's top stocks and market-moving stories as part of today's Market Minute. AI semiconductor manufacturers Nvidia (NVDA) and Broadcom (AVGO) continue to see declines in their share prices as the sell-off sparked by DeepSeek's artificial intelligence reveal ripples through the rest of the tech sector. Nvidia has shed over $465 billion in market cap from this event. Nuclear energy providers Constellation Energy (CEG), Oklo Inc. (OKLO), and Vistra (VST) are also seeing significant losses, all down by nearly 20% or more. SoFi Technologies (SOFI) tumbles lower after reporting a weaker-than-expected earnings guidance for its first quarter in 2025. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Luke Carberry Mogan. DeepSeek is making Wall Street nervous about the AI spending boom: Here’s what we know If the most sought-after AI chips aren't as vital as previously thought, an entire ecosystem built around massive AI investment could be in jeopardy. Does China's DeepSeek derail Big Tech earnings? Not exactly. Chinese artificial intelligence startup DeepSeek's new AI model sparks worries about global AI competition, sending US stocks (^DJI,^GSPC, ^IXIC) sharply lower on Monday. Chipmakers Nvidia (NVDA) and Marvell Technology (MRVL) and energy provider Oklo (OKLO) are among the AI-related stocks tumbling on the news, just ahead of the first round of Big Tech earnings this week.. Principal Asset Management chief global strategist Seema Shah joins Morning Brief with Seana Smith and Brad Smith to discuss how the sell-off could impact investor strategies heading into Big Tech earnings season. There are "a lot of questions that need to be answered before investors can really make an educated decision on how they want to deal with their exposures. Right now, I don't think that we're at that point where we can start talking about correction territory," Shah says. "This is a good reminder that global diversification really is key." "I think the macro environment at the moment is constructive, which means that there should anyway be a broadening out away from some of those mega-cap tech names to other sectors. So, it's important right now that investors be looking at what is the broad universe of opportunities, not just in those [Magnificent Seven]," made up of Nvidia, Alphabet (GOOG, GOOGL), Tesla (TSLA), Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META), and Apple (AAPL). The strategist adds that investors have become more concerned about market concentration, finding "that a lot of the trade has become very much one-sided." "If DeepSeek is everything that they're saying, this is ultimately positive for broad productivity around the world for all sectors ... Maybe it does put some question marks around those very key tech names... for the US, but it certainly isn't necessarily the end of the story of the US exceptionalism and productivity." To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Naomi Buchanan. DeepSeek AI triggers sell-off: What it means for Big Tech, Mag 7 The US stock market (^DJI, ^IXIC, ^GSPC) is seeing a steep sell-off Monday morning, driven by the release of the Chinese artificial intelligence chatbot DeepSeek. Yahoo Finance reporter Josh Schaefer joins Morning Brief hosts Seana Smith and Brad Smith to explain the concern this raises about the dominance of Big Tech stocks this earnings season, particularly for the Magnificent Seven names. This adds uncertainty as futures (ES=F, YM=F, NQ=F) remain volatile ahead of the session open, with forecasts for economic data and the Federal Reserve's upcoming interest rate decision this week also creating a stir for Wall Street. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch Stocks react to DeepSeek AI, tech earnings, Fed meeting: 3 Things US stock futures (ES=F, NQ=F, YM=F) are falling as the tech sector tumbles on the newest artificial intelligence model developed by China's DeepSeek. Four tech names part of the Magnificent Seven stock group are set to report earnings this week: Apple (AAPL), Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA). Lastly, the Federal Reserve is set to host its January policy meeting as Wall Street watches for the central bank's latest interest rate move and how that could dictate fiscal policy for the rest of 2025. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan. Big Tech earnings, a key Fed meeting, and Trump's first full week in office: What to know this week After President Trump dominated the market narrative in his first week in office, a Fed meeting, a check on the health of the US economy big tech earnings will also be in focus for investors in the week ahead, Analyst: Custom AI Chips Market Can ‘Outgrow’ NVIDIA (NVDA) We recently published a list of 10 AI Stocks Everyone is Talking About These Days. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other AI stocks everyone is talking about these days. President Donald Trump’s $500 billion investment plan to build AI infrastructure, Stargate, is making […] Stock Market Today: Dow Jones Up, Nasdaq Hit As Nvidia Dives On China AI Fears; These Power Plays Plunge The Dow Jones held up best out of major indexes on the stock market today. Nvidia plunged due to concerns of China AI firm DeepSeek. Dell Technologies Inc. (DELL): Jim Cramer’s Take on AI Servers and Growth Potential – Here’s Why We recently published a list of Jim Cramer’s Bold Predictions About These 12 AI Stocks. In this article, we are going to take a look at where Dell Technologies Inc. (NYSE:DELL) stands against other AI stocks that Jim Cramer has made predictions about. Given that AI has dominated stock market headlines for more than a […] How Oracle (ORCL) Reinvented Itself According to Jim Cramer – Here’s Why We recently published a list of Jim Cramer’s Bold Predictions About These 12 AI Stocks. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other AI stocks that Jim Cramer has made predictions about. Given that AI has dominated stock market headlines for more than a year […] Microsoft Stock Gets Stung By AI Sector Sell-Off; Is MSFT A Buy Or Sell In January? Microsoft started the new year with a small gain year to date, then lost it in recent weeks. This story will assess fundamental, technical and institutional sponsorship criteria on the veteran tech giant and long-term leader of the stock market. Microsoft reports results for the December-ended fiscal second quarter on Wednesday after the close. Why Artificial Intelligence (AI) Hardware Winners Taiwan Semiconductor, Marvell, and Arista Networks Plunged by Double Digits Today Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing (NYSE: TSM), Marvell Technology (NASDAQ: MRVL), and Arista Networks (NYSE: ANET), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT. Meanwhile, Marvell makes a variety of chips in AI infrastructure, including custom AI chips for the in-house designs of major cloud computing customers and a variety of networking and optical chips for data center communications. Nvidia Calls DeepSeek ‘Excellent’ AI Advance, Dismisses Concerns (Bloomberg) -- Nvidia Corp., the biggest provider of chips used to train artificial intelligence software, said a new model released by Chinese startup DeepSeek is an “excellent AI advancement” that complies with US technology export controls.Most Read from BloombergWhat Happened to Hanging Out on the Street?Vienna Embraces Heat Pumps to Ditch Russian GasBillionaire Developer Caruso Slams LA Leadership Over WildfiresTexas HOA Charged With Discrimination for Banning Section 8 RentersHow Sanctuary As DeepSeek Ravages Nvidia, This AI Stock Conjures A Breakout As DeepSeek rattles Nvidia and other AI names, ServiceNow stock holds strong near a breakout with earnings due. Analyst: Marvell Technology (MRVL) Likely to Remain AI ‘Darling For a While’ We recently published a list of 10 AI Stocks Everyone is Talking About These Days. In this article, we are going to take a look at where Marvell Technology, Inc. (NASDAQ:MRVL) stands against other AI stocks everyone is talking about these days. President Donald Trump’s $500 billion investment plan to build AI infrastructure, Stargate, is […] Vertiv Holdings (VRT): This Stock Is Hurting From DeepSeek AI News That Could Turn Into Multibaggers We recently compiled a list of the 10 Stocks Hurting From DeepSeek AI News That Could Turn Into Multibaggers. In this article, we are going to take a look at where Vertiv Holdings (NYSE:VRT) stands against the other stocks. US semiconductor stocks are getting hammered after the Chinese launched an AI model that has many questioning […] AT&T's Subscriber Momentum And De-Risked Fundamentals Drive Optimism: Goldman Sachs Analyst Goldman Sachs analyst James Schneider maintained a Buy rating on AT&T Inc (NYSE:T) with a price target of $28. Schneider expects the stock to trade modestly higher following in-line results in light of a solid quarter with strong underlying subscriber metrics. The analyst noted expectations were modestly elevated given investor positioning but sees fundamentals as de-risked mainly as the company has already provided 2025-27 guidance. Also Read: Amazon To Shut 7 Quebec Fulfillment Centers, Axe Ar Q1 2025 Investor Conference & Events Highlights Corporate gatherings in the weeks to come provide an insightful backdrop as the Q4 earnings season rolls on.