YAHOO FINANCE CHARTBOOK 44 charts that explain markets and the economy right now BSE - Delayed Quote • INR VVIP Infratech Limited (VVIPIL.BO) Follow Compare 197.85 -7.85 (-3.82%) At close: 3:29:52 PM GMT+5:30 Related News DeepSeek sell-off and what it signals for AI growth: Strategist Investors are concerned as the latest artificial intelligence (AI) model from Chinese startup DeepSeek triggered a sharp sell-off in Nvidia (NVDA) shares and the broader chip space on Monday. Infrastructure Capital Advisors CEO and CIO Jay Hatfield joins Market Domination Overtime to discuss the equity reactions (^DJI, ^IXIC, ^GSPC) to China’s DeepSeek. As investors react to the AI model potentially shaking up the AI chip market, Hatfield offers his perspective on the broader implications for tech stocks and the role of efficiency in driving growth. “I think one area where we can add some value is on the power and gas side. That used to be a utility investment banker, and we run an MLP fund [master limited partnerships]... and those stocks were just way ahead of themselves because that's an old economy business," Hatfield explains. “We do think that with regard to the chip stocks like we've been recommending, Broadcom (AVGO), that having lower costs actually will have broader applications," he says. Hatfield suggests that the recent market rotation is a positive sign, especially with rising bond values (^TYX, ^TNX, ^FVX). Watch the video above to also hear what Hatfield anticipates from Big Tech earnings. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Josh Lynch DeepSeek's AI launch is a 'wake-up call,' Appian CEO says Appian (APPN) Founder and CEO Matt Calkins joins Market Domination to analyze the implications of the latest AI model from Chinese startup DeepSeek for the artificial intelligence sector. "The war for AI is gonna be an asymmetric war between the US and China and anybody else who gets involved. And the things that make us strong are not the same that's gonna make China strong," he tells Yahoo Finance, emphasizing that the US should pursue its own path rather than trying to "match" China's approach. Calkins advocates for establishing a "national regulatory framework" that safeguards privacy, copyright, and individual rights for Americans. He argues this would position the US for success in the AI space. He believes such a framework must first identify what data is being used while understanding the true sources of AI's value. "This DeepSeek announcement is a wake-up call. Everybody thought they knew where the value came from," the Appian chief executive states, adding, "And I would expect a bunch more surprises to come," comparing DeepSeek's market entry to OpenAI's impact on the industry. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Angel Smith 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. 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. AI-exposed power stocks crushed as fears about DeepSeek trigger tech sell-off AI-exposed power stocks tumbled alongside a tech sell-off as Chinese startup DeepSeek sparked investor concerns over AI chip spending by US companies. DeepSeek could 'enhance' investor excitement about Tesla's value outside selling cars While new developments from Chinese AI startup DeepSeek sparked a tech rout, a renewed market focus on AI and its permutations may be good news for Tesla. DeepSeek fears weigh on tech, Alibaba, Baidu: Market Minute Yahoo Finance host Seana Smith follows the top stocks and leading market stories as part of the Market Minute. Stocks are dropping (^GSPC, ^IXIC, ^DJI), with the Nasdaq Composite on track to lose a total of $1 trillion as tech shares struggle, especially chipmaker Nvidia (NVDA) which is seeing its biggest sell-off on record. Concerns about the US losing its AI edge are fueling losses, impacting companies like Palantir (PLTR), Super Micro Computer (SMCI), and Taiwan Semiconductor Manufacturing Company (TSM). Meanwhile, Chinese companies like Alibaba (BABA) and Baidu (BIDU) are benefiting from the excitement around the new Chinese AI startup causing all this market buzz, DeepSeek. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Josh Lynch 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. 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. Market Panic Over DeepSeek? Why Nvidia's $500 Billion Drop Is Pure Hysteria. Yesterday, a piece of breaking news sent technology stocks into a tailspin. The Chinese start-up DeepSeek developed an AI chatbot that reportedly rivaled models from industry leaders like OpenAI, Anthropic, and Alphabet at a fraction of the cost. The market reaction proved particularly severe for Nvidia (NASDAQ: NVDA), with shares plummeting and erasing half a trillion in market cap at the time of this writing. DeepSeek suggests AI training costs could fall "substantially" - Morgan Stanley Investing.com - The emergence of Chinese start-up DeepSeek's cut-price artificial intelligence model suggests the expenses related to training similar models is set to decline "substantially", according to analysts at Morgan Stanley (NYSE:MS). GM releases full-year and fourth-quarter 2024 results and 2025 guidance General Motors (NYSE: GM) today reported full-year 2024 net income attributable to shareholders of $6.0 billion and EBIT-adjusted of $14.9 billion. Fourth-quarter 2024 net income attributable to shareholders was a loss of $3.0 billion and EBIT-adjusted was $2.5 billion. Morning Bid: Deep breath after AI jolt, Trump tariffs rumble Markets took a deep breath on Tuesday after Wall Street's shock start to the week, with the emergence of cheap Chinese artificial intelligence rival DeepSeek lopping more than half a trillion dollars off what had been America's most valuable firm Nvidia. Nvidia's 17% one-day drop marked the biggest loss in market capitalisation for a single stock ever, outstripping its own record from last September. Vistra dropped 28.3% and Constellation Energy fell 20%. DeepSeek AI breakthrough – sector reaction If DeepSeek is to be believed, its AI model was crafted at a fraction of its US rivals. The dramatic impact on markets comes as little surprise – the financial services reacts Prediction: Once the Panic Dies Down, Nvidia Stock Will Soar to a New Record High Following the crowd -- particularly when it comes to panic selling -- rarely works out. These Stocks Are Moving the Most Today: Nvidia, Broadcom, Vistra, Boeing, GM, and More Nvidia and Broadcom claw back some losses from Monday’s deep selloff in artificial-intelligence stocks, while Boeing, General Motors, and Lockheed Martin are scheduled to report quarterly earnings Tuesday. Trending tickers: Nvidia, SoftBank, Microsoft, Tesla and Starbucks The latest investor updates on stocks that are trending on Tuesday. Lockheed Martin Corporation (NYSE:LMT) is favoured by institutional owners who hold 74% of the company Key Insights Given the large stake in the stock by institutions, Lockheed Martin's stock price might be vulnerable to... Chinese Quant Whiz Built DeepSeek In The Shadow Of a Hedge Fund Rout (Bloomberg) -- Three years ago, Liang Wenfeng’s quantitative hedge fund firm apologized profusely to investors for losing money during a tumultuous period for China’s stock market.Most Read from BloombergTexas HOA Charged With Discrimination for Banning Section 8 RentersBudapest Mayor Aims to Block Orban’s Plans to Build ‘Mini Dubai’What Happened to Hanging Out on the Street?Vienna Embraces Heat Pumps to Ditch Russian GasBillionaire Developer Caruso Slams LA Leadership Over WildfiresIt was a sur Stock-Split Watch: Is Advanced Micro Devices Next? Advanced Micro Devices (NASDAQ: AMD) has been a top performer in the semiconductor industry over the last decade. The fabless chip stock has grabbed market share from Intel PCs and is now competing in the data center AI graphics processing unit (GPU) market, though Nvidia remains the dominant force in that industry. The chart below shows that the company has had six stock splits in its history. Performance Overview Trailing total returns as of 1/28/2025, which may include dividends or other distributions. Benchmark is S&P BSE SENSEX Return VVIPIL.BO S&P BSE SENSEX YTD -11.56% -3.00% 1-Year +11.97% +7.36% 3-Year +11.97% +32.52%