AI Winners Following the DeepSeek Disruption

Zacks05:58

Technology stocks tumbled last Monday, led by a 17% decline in NVIDIA NVDA shares, as investors weighed the implications of a new AI model released by Chinese start-up DeepSeek. The model has raised ...

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The model has raised ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ai-winners-following-deepseek-disruption-215800133.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Winners Following the DeepSeek Disruption</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Winners Following the DeepSeek Disruption\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-04 05:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/ai-winners-following-deepseek-disruption-215800133.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks tumbled last Monday, led by a 17% decline in NVIDIA NVDA shares, as investors weighed the implications of a new AI model released by Chinese start-up DeepSeek. The model has raised ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ai-winners-following-deepseek-disruption-215800133.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"https://finance.yahoo.com/news/ai-winners-following-deepseek-disruption-215800133.html","article_id":"2508174582","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2508174582","pubTimestamp":1738619880,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Technology stocks tumbled last Monday, led by a 17% decline in NVIDIA NVDA shares, as investors weighed the implications of a new AI model released by Chinese start-up DeepSeek. The model has raised concerns about the tens of billions of dollars being spent by U.S. tech giants.However, some experts believe DeepSeek is using more NVIDIA chips than it has disclosed and is also spending significantly more than reported. Many suspect the company may have leveraged U.S. model outputs to enhance its own models.Microsoft MSFT and OpenAI are investigating whether DeepSeek used data from OpenAI’s models without authorization to train its own models via distillation.While it is too early to assess the full implications, this development could ultimately benefit many companies, particularly AI users. If AI costs decline, leading to its commoditization, we could see more widespread adoption.Investors have been evaluating potential winners and losers in the wake of DeepSeek’s emergence, leading to ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"NVDA":"英伟达"},"translate_title":"DeepSeek颠覆后的人工智能赢家","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":0.9},"content_text":"Technology stocks tumbled last Monday, led by a 17% decline in NVIDIA NVDA shares, as investors weighed the implications of a new AI model released by Chinese start-up DeepSeek. The model has raised concerns about the tens of billions of dollars being spent by U.S. tech giants.\nHowever, some experts believe DeepSeek is using more NVIDIA chips than it has disclosed and is also spending significantly more than reported. Many suspect the company may have leveraged U.S. model outputs to enhance its own models.\nMicrosoft MSFT and OpenAI are investigating whether DeepSeek used data from OpenAI’s models without authorization to train its own models via distillation.\nWhile it is too early to assess the full implications, this development could ultimately benefit many companies, particularly AI users. If AI costs decline, leading to its commoditization, we could see more widespread adoption.\nInvestors have been evaluating potential winners and losers in the wake of DeepSeek’s emergence, leading to some rotation in the technology sector and broader markets.\nCompanies developing AI applications, as well as those integrating AI into their products and services to enhance productivity—such as software firms, banks, healthcare providers, and industrial companies—could be major beneficiaries as AI becomes more affordable and accessible.\nTo learn more about the iShares Expanded Tech-Software Sector ETF IGV, Direxion NASDAQ-100 Equal Weighted Index Shares QQQE, and Vanguard Value ETF VTV, please watch the short video above.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nVanguard Value ETF (VTV): ETF Research Reports\niShares Expanded Tech-Software Sector ETF (IGV): ETF Research Reports\nDirexion NASDAQ-100 Equal Weighted Index Shares (QQQE): ETF Research Reports\nJPMorgan Chase & Co. (JPM) : Free Stock Analysis Report\nApple Inc. (AAPL) : Free Stock Analysis Report\nSalesforce Inc. (CRM) : Free Stock Analysis Report\nWalmart Inc. (WMT) : Free Stock Analysis Report\nMeta Platforms, Inc. (META) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2508174582"}