Euronext - Delayed Quote • EUR (M532S.NX) Follow Compare 8.75 -3.44 (-28.22%) At close: December 20 at 6:30:00 PM GMT+1 Related News Stock market today: Nasdaq clobbered, S&P 500 tumbles as AI fears rock Nvidia, tech stocks A Chinese startup's promise of cheaper AI has rattled faith in the growth prospects for tech stocks. Nvidia, chip stocks plummet amid market sell-off as DeepSeek prompts questions over AI spending Nvidia stock dropped more than 11% as a social media panic over the potential rise of a Chinese AI model upended chip stocks and the broader AI investment thesis early Monday. Trump administration reportedly negotiating an Oracle takeover of TikTok The Trump administration is negotiating a deal that would see Oracle take over TikTok alongside new U.S. investors, according to a report by NPR. Lawmakers passed a bill last year forcing Chinese parent company ByteDance to either sell TikTok or see it banned in the U.S. The app briefly went dark before the law took effect on January 20 — until incoming president Donald Trump said he would issue an executive order delaying the ban. At the time, Trump also outlined his “initial thought” on a deal 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 SoFi tumbling on weaker than expected 2025 guidance SoFi Technologies (SOFI) shares are down by as much as 10% right ahead of Monday's market open after the fintech company reported weaker guidance than expected for its 2025 first quarter, overshadowing its strong fourth quarter earnings beat. Morning Brief hosts Seana Smith and Brad Smith react to SoFi's forecast and negative stock reactions. 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. 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 […] 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. Taiwan Semiconductor Partners with MTR to Tackle Carbon Emissions On Monday, MTR Carbon Capture bagged a deal from contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:TSM) to supply a Polaris membrane carbon capture system to treat emissions from a Taiwan Semiconductor solvent incineration facility in Taiwan. The capture unit will be installed at Taiwan Semiconductor’s Taichung Zero-Waste Manufacturing Center by the end of 2025. The project will showcase the effectiveness of MTR’s clean membrane capture technology in reducing carbon emissions from T Nvidia says DeepSeek advances prove need for more of its chips SAN FRANCISCO (Reuters) -Nvidia on Monday said Chinese AI firm DeepSeek's advances show the usefulness of its chips for the Chinese market and that more of its chips will be needed in the future to meet demand for DeepSeek's services. Nvidia issued a statement on Monday after its shares tumbled 17% on investor concerns that China's DeepSeek had matched rivals such as OpenAI using far fewer Nvidia chips than U.S. firms. "DeepSeek’s work illustrates how new models can be created using that technique, leveraging widely-available models and compute that is fully export control compliant," Nvidia said in its statement. Stock Market Today: Dow Jones Up As Nvidia Plunges On DeepSeek Fears; Bitcoin Falls But Many Stocks Clear Entries 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. AT&T Stock Surges 6.6% as Strong Q4 Results Fuel Investor Optimism Beating expectations, AT&T delivers robust 5G and fiber growth, sets bullish 2025 targets, and plan stock repurchases. Microsoft Corporation (MSFT): Strong AI-Driven Revenue Growth Expected in Upcoming Quarterly Report We recently compiled a list of the 35 Most Important AI Stocks for 2025 According to JPMorgan. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against the other AI stocks. Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the […]