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02-02 21:11

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DeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next

2023-10-25

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Here's What Happens Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2508791872","media":"Dow Jones","summary":"The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it's ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.Such is the power -- and vulnerability -- of being on the cutting edge.The new R1 artificial-intelligence model from China's DeepSeek has comparable performance to some of the world's best models, and seemingly comes at a lower price to train and run in the cloud.There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1's creation and deployment. 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The ability to run models on local ","content":"<html><head></head><body><p>The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it&#39;s ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.</p><p>Such is the power -- and vulnerability -- of being on the cutting edge.</p><p>The new R1 artificial-intelligence model from China&#39;s DeepSeek has comparable performance to some of the world&#39;s best models, and seemingly comes at a lower price to train and run in the cloud.</p><p>There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1&#39;s creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.</p><p>If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.</p><p>Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.</p><p>Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.</p><p>Investors spent most of the week wondering what happens if all that spending goes for naught.</p><p>Here&#39;s our breakdown of what DeepSeek means for the Mag 7:</p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> </p><p>Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company&#39;s reticence to spend could now prove prescient.</p><p>&#34;I think innovation that drives efficiency is a good thing,&#34; Apple CEO Tim Cook told investors about DeepSeek on the company&#39;s earnings call this past week. &#34;That&#39;s what you see in that model. Our tight integration of silicon and software will continue to serve us very well.&#34;</p><p>Cook defended its more parsimonious AI strategy, saying Apple has taken a &#34;prudent&#34; approach to capital expenditures for a reason.</p><p>If DeepSeek&#39;s optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it&#39;s a win for Apple and a loss for the larger cloud platforms.</p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> </p><p>It&#39;s the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.</p><p>Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company&#39;s earnings call.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> </p><p>No one has benefited from the AI trade more than Nvidia, so it isn&#39;t a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek&#39;s suddenly efficient AI raised concerns that Nvidia&#39;s big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.</p><p>Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.</p><p>But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology&#39;s efficiency tend to increase consumption rather than lower it. </p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </p><p>DeepSeek could also be positive for Tesla. As the company&#39;s disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it&#39;s viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.</p><p>&#34;While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,&#34; Jonas wrote.</p><p>Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk&#39;s xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won&#39;t mind cheaper AI.</p><p>The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn&#39;t come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower.</p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> </p><p>That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.</p><p>Microsoft&#39;s cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft&#39;s AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quickly</p><p>Revenue from Alphabet&#39;s Google&#39;s cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.</p><p>Meta is in a similar place, with most of its revenue from ads. It&#39;s unique within the Mag Seven in that it&#39;s spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It&#39;s a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.</p></body></html>","collect":0,"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>DeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next</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\">\nDeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-02 18:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it&#39;s ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.</p><p>Such is the power -- and vulnerability -- of being on the cutting edge.</p><p>The new R1 artificial-intelligence model from China&#39;s DeepSeek has comparable performance to some of the world&#39;s best models, and seemingly comes at a lower price to train and run in the cloud.</p><p>There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1&#39;s creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.</p><p>If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.</p><p>Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.</p><p>Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.</p><p>Investors spent most of the week wondering what happens if all that spending goes for naught.</p><p>Here&#39;s our breakdown of what DeepSeek means for the Mag 7:</p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> </p><p>Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company&#39;s reticence to spend could now prove prescient.</p><p>&#34;I think innovation that drives efficiency is a good thing,&#34; Apple CEO Tim Cook told investors about DeepSeek on the company&#39;s earnings call this past week. &#34;That&#39;s what you see in that model. Our tight integration of silicon and software will continue to serve us very well.&#34;</p><p>Cook defended its more parsimonious AI strategy, saying Apple has taken a &#34;prudent&#34; approach to capital expenditures for a reason.</p><p>If DeepSeek&#39;s optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it&#39;s a win for Apple and a loss for the larger cloud platforms.</p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> </p><p>It&#39;s the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.</p><p>Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company&#39;s earnings call.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> </p><p>No one has benefited from the AI trade more than Nvidia, so it isn&#39;t a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek&#39;s suddenly efficient AI raised concerns that Nvidia&#39;s big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.</p><p>Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.</p><p>But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology&#39;s efficiency tend to increase consumption rather than lower it. </p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </p><p>DeepSeek could also be positive for Tesla. As the company&#39;s disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it&#39;s viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.</p><p>&#34;While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,&#34; Jonas wrote.</p><p>Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk&#39;s xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won&#39;t mind cheaper AI.</p><p>The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn&#39;t come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower.</p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> </p><p>That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.</p><p>Microsoft&#39;s cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft&#39;s AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quickly</p><p>Revenue from Alphabet&#39;s Google&#39;s cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.</p><p>Meta is in a similar place, with most of its revenue from ads. It&#39;s unique within the Mag Seven in that it&#39;s spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It&#39;s a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉","NVDA":"英伟达","MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508791872","content_text":"The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it's ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.Such is the power -- and vulnerability -- of being on the cutting edge.The new R1 artificial-intelligence model from China's DeepSeek has comparable performance to some of the world's best models, and seemingly comes at a lower price to train and run in the cloud.There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1's creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.Investors spent most of the week wondering what happens if all that spending goes for naught.Here's our breakdown of what DeepSeek means for the Mag 7: Apple Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company's reticence to spend could now prove prescient.\"I think innovation that drives efficiency is a good thing,\" Apple CEO Tim Cook told investors about DeepSeek on the company's earnings call this past week. \"That's what you see in that model. Our tight integration of silicon and software will continue to serve us very well.\"Cook defended its more parsimonious AI strategy, saying Apple has taken a \"prudent\" approach to capital expenditures for a reason.If DeepSeek's optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it's a win for Apple and a loss for the larger cloud platforms. Amazon.com It's the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company's earnings call. NVIDIA No one has benefited from the AI trade more than Nvidia, so it isn't a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek's suddenly efficient AI raised concerns that Nvidia's big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology's efficiency tend to increase consumption rather than lower it.  Tesla Motors DeepSeek could also be positive for Tesla. As the company's disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it's viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.\"While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,\" Jonas wrote.Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk's xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won't mind cheaper AI.The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn't come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower. Microsoft,  Alphabet, and  Meta Platforms, Inc. That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.Microsoft's cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft's AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quicklyRevenue from Alphabet's Google's cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.Meta is in a similar place, with most of its revenue from ads. It's unique within the Mag Seven in that it's spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It's a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234373487673352,"gmtCreate":1698228909657,"gmtModify":1698230832183,"author":{"id":"3570926416568472","authorId":"3570926416568472","name":"CHanth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570926416568472","authorIdStr":"3570926416568472"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234373487673352","repostId":"1162490437","repostType":2,"repost":{"id":"1162490437","kind":"news","pubTimestamp":1698228706,"share":"https://ttm.financial/m/news/1162490437?lang=&edition=fundamental","pubTime":"2023-10-25 18:11","market":"sg","language":"en","title":"Singapore Shares Fall on Wednesday; STI Down 0.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162490437","media":"The Business Times","summary":"THE Straits Times Index (STI) fell 0.2 per cent or 5.1 points to 3,078.78 as regional markets closed mixed on Wednesday (Oct 25).Across the broader market, gainers beat losers 300 to 298 after 1.2 bil","content":"<div>\n<p>THE Straits Times Index (STI) fell 0.2 per cent or 5.1 points to 3,078.78 as regional markets closed mixed on Wednesday (Oct 25).Across the broader market, gainers beat losers 300 to 298 after 1.2 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/singapore-shares-fall-wednesday-sti-down-02\">Web Link</a>\n\n</div>\n","source":"bustime_highlight","collect":0,"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>Singapore Shares Fall on Wednesday; STI Down 0.2%</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\">\nSingapore Shares Fall on Wednesday; STI Down 0.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-25 18:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/singapore-shares-fall-wednesday-sti-down-02><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE Straits Times Index (STI) fell 0.2 per cent or 5.1 points to 3,078.78 as regional markets closed mixed on Wednesday (Oct 25).Across the broader market, gainers beat losers 300 to 298 after 1.2 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/singapore-shares-fall-wednesday-sti-down-02\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.businesstimes.com.sg/companies-markets/singapore-shares-fall-wednesday-sti-down-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162490437","content_text":"THE Straits Times Index (STI) fell 0.2 per cent or 5.1 points to 3,078.78 as regional markets closed mixed on Wednesday (Oct 25).Across the broader market, gainers beat losers 300 to 298 after 1.2 billion securities worth S$799.9 million were traded.Among major regional markets, Japan’s Nikkei 225 index gained 0.7 per cent, while Hong Kong’s Hang Seng Index rose 0.6 per cent and South Korea’s Kospi fell 0.9 per cent.IG market analyst Yeap Jun Rong noted that US 10-year Treasury yields continued to soften overnight.He said that bullish catalysts for the Asia-Pacific region include the softening US yields, as well as falling oil prices and a positive handover from Wall Street. However, investors may also be conflicted as they digest mixed US tech results post-market close, along with a strengthening US dollar.Meanwhile, he added that lukewarm figures from the US flash Purchasing Managers’ Index (PMI) data will likely add to hopes for the US economy to have a soft landing.“The takeaway is that US economic conditions have stabilised in October after months of decline, as US services PMI turned higher for the first time in five months while the manufacturing sector halted its contractionary trend,” he said.On the STI, Genting Singapore was the top gainer, rising 3.6 per cent or S$0.03 to S$0.855.Meanwhile, UOL was at the bottom of the table, falling 2.9 per cent or S$0.17 to S$5.73.The trio of local banks were mixed. DBS closed flat at S$33.15, while UOB gained 0.2 per cent or S$0.06 to S$27.72, and OCBC gained 0.6 per cent or S$0.07 to S$12.84.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964818775,"gmtCreate":1670118978198,"gmtModify":1676538305157,"author":{"id":"3570926416568472","authorId":"3570926416568472","name":"CHanth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570926416568472","authorIdStr":"3570926416568472"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964818775","repostId":"9965610850","repostType":1,"repost":{"id":9965610850,"gmtCreate":1669943291271,"gmtModify":1676538274573,"author":{"id":"4119422390989172","authorId":"4119422390989172","name":"DividendWave","avatar":"https://community-static.tradeup.com/news/d0c902179631e815f3ee1e4cd8ad0708","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119422390989172","authorIdStr":"4119422390989172"},"themes":[],"title":"Earnings Season| KR with a solid top line 3Q raises FY guidance","htmlText":"<a href=\"https://ttm.financial/S/KR\">$Kroger(KR)$</a> KR with a solid top line 3Q raises FY guidanceRevenue +7%Net income -18% (loss on investments)Dil. EPS -14% (Adj +13%)YTD OCF -30% (inventories)YTD FCF -61%GuidanceIdentical sales without fuel (5.1% to 5.3% from previous 4% to 4.5%)FY guidance raiseTicker:&nbsp;KR. Period: 10y.&nbsp;https://twitter.com/DividendWave/status/1598300747900518401","listText":"<a href=\"https://ttm.financial/S/KR\">$Kroger(KR)$</a> KR with a solid top line 3Q raises FY guidanceRevenue +7%Net income -18% (loss on investments)Dil. EPS -14% (Adj +13%)YTD OCF -30% (inventories)YTD FCF -61%GuidanceIdentical sales without fuel (5.1% to 5.3% from previous 4% to 4.5%)FY guidance raiseTicker:&nbsp;KR. Period: 10y.&nbsp;https://twitter.com/DividendWave/status/1598300747900518401","text":"$Kroger(KR)$ KR with a solid top line 3Q raises FY guidanceRevenue +7%Net income -18% (loss on investments)Dil. EPS -14% (Adj +13%)YTD OCF -30% (inventories)YTD FCF -61%GuidanceIdentical sales without fuel (5.1% to 5.3% from previous 4% to 4.5%)FY guidance raiseTicker: KR. Period: 10y. https://twitter.com/DividendWave/status/1598300747900518401","images":[{"img":"https://community-static.tradeup.com/news/6006c8fdc61093a418e77b6541a9ca8b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965610850","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187561382,"gmtCreate":1623759329146,"gmtModify":1703818350870,"author":{"id":"3570926416568472","authorId":"3570926416568472","name":"CHanth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570926416568472","authorIdStr":"3570926416568472"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187561382","repostId":"1127014300","repostType":4,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187569700,"gmtCreate":1623759304600,"gmtModify":1703818352496,"author":{"id":"3570926416568472","authorId":"3570926416568472","name":"CHanth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570926416568472","authorIdStr":"3570926416568472"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187569700","repostId":"1127014300","repostType":4,"repost":{"id":"1127014300","kind":"news","pubTimestamp":1623756822,"share":"https://ttm.financial/m/news/1127014300?lang=&edition=fundamental","pubTime":"2021-06-15 19:33","market":"us","language":"en","title":"A full rundown of what to expect from the Federal Reserve on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1127014300","media":"cnbc","summary":"KEY POINTS\n\nThe Federal Reserve is not expected to make any policy moves, but it is likely to signal","content":"<div>\n<p>KEY POINTS\n\nThe Federal Reserve is not expected to make any policy moves, but it is likely to signal to the market that it is thinking about changing its bond-buying policy.\nThe Fed also releases new ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/a-full-rundown-of-what-to-expect-from-the-federal-reserve-on-wednesday.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"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>A full rundown of what to expect from the Federal Reserve on Wednesday</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; 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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\">\nA full rundown of what to expect from the Federal Reserve on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/a-full-rundown-of-what-to-expect-from-the-federal-reserve-on-wednesday.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nThe Federal Reserve is not expected to make any policy moves, but it is likely to signal to the market that it is thinking about changing its bond-buying policy.\nThe Fed also releases new ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/a-full-rundown-of-what-to-expect-from-the-federal-reserve-on-wednesday.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/15/a-full-rundown-of-what-to-expect-from-the-federal-reserve-on-wednesday.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1127014300","content_text":"KEY POINTS\n\nThe Federal Reserve is not expected to make any policy moves, but it is likely to signal to the market that it is thinking about changing its bond-buying policy.\nThe Fed also releases new forecasts following its two-day meeting Wednesday, and it could pencil in a first rate hike for 2023.\nEconomists do not expect much detail on the tapering of the bond-buying program, but they expect to hear it mentioned and the Fed could discuss it more definitively later in the summer.\n\nThe Federal Reserve is not expected to take any policy actions after its two-day meeting this week, but it is likely to signal that it is thinking about them.\nSome economists expect the Fed to mention a coming tapering of its bond-buying program and give preliminary guidance on the discussion but not fully commit to tapering yet. The Fed will also release new economic forecasts, which it does quarterly.\nThere's a chance it could pencil in an initial rate hike in 2023. In its previous forecast, there was no consensus for a rate hike among Fed officials though 2023.\n\"I think the commentary and the press conference will be interesting. There's clearly a division on the board and among the Fed presidents about how strong the economy is, and whether it's time to start evolving the policy,\" said Rick Rieder, chief investment officer global fixed income at BlackRock. \"How the chairman describes that is going to be very interesting. It's hard to say it's [going to be] hawkish because ... I think it's going from uber dovish to overly dovish.\"\nThe Fed's two-day meeting ends Wednesday afternoon with the release of its usual statement and the quarterly projections. Fed Chairman Jerome Powell will then hold a press briefing.\nTaper talk\nAt their last meeting, some Fed officials noted if the economy continued to make progress, it could be appropriate to begin discussing a plan for adjusting the pace of bond purchases, according to the meeting minutes.\nThat discussion could begin this week, but only on a preliminary level, some economists say. The real details of the tapering of its $120 billion monthly purchases are expected to come later this year. Many economists expect the official discussion to be in late August, when the Fed meets in Jackson Hole, Wyoming, for its annual symposium. The Fed could then begin unwinding its bond buying at the end of this year or beginning of next, they say.\n“The message this week will likely be a heavy dose of “still a long way to go” sprinkled with concerns about upside risks to inflation. We do not expect the debate about tapering to be robust, but simply beginning the discussion and expressing concerns about the strong inflation impulse should carry hawkish overtones,” Barclays economists said in a note.\nTapering the bond program is important because the beginning of the end of its so-called quantitative easing signals the Fed would be on the path to eventually tighten policy — or raise interest rates. The Fed began purchasing Treasurys and mortgage securities last year as a way to provide liquidity when the Covid pandemic shut the economy down.\nOnce the Fed starts reducing the purchases, it could take months to be completed. When it reaches zero, the door would then be open for the Fed to raise interest rates. The Fed’s easy policies have been credited with fueling the stock market’s rally to repeated new highs and creating a robust environment for the housing market.\n‘Start talking about talking about it’\nPowell could choose to bring up the tapering during his post-meeting press briefing, and he surely will be asked about it.\n“We’re not expecting any major policy changes from the Fed. Most of it will be characterizations around tapering and what the Fed says about that, along with adjustments in the Fed’s forecast,” said Mark Cabana, head U.S. short rate strategy at Bank America. “On taper, we think they will start talking about talking about it. We anticipate Powell will reiterate that it is still some time away.”\nBut Goldman Sachs economists say it is too soon for the Fed to ‘talk about talking about tapering’ even though some Fed officials would like to begin the process. Officials at the core of the Fed — Governor Lael Brainard and New York Fed President John Williams — do not.\n“We think that Powell likely agrees with Governor Brainard and President Williams that the labor market has not yet come far enough. We continue to expect the first hint in August or September, followed by a formal announcement in December and the start of tapering at the beginning of next year,” the Goldman economists said in a note.\nHot inflation\nThe Fed is expected to boost its inflation forecast for this year after hotter-than-expected readings this month and last month. The consumer price index for May was up 5%. Economists are focused on the 2023 forecast, since higher inflation in the future could prompt the Fed to change its interest rate forecast as well.\nThe Fed watches core personal consumption expenditure inflation. The inflation forecasts that are being watched most closely are those for 2023, since it makes sense the Fed would expect to raise interest rates then if inflation persists. The Fed, so far has said the rise in inflation is temporary and results from disrupted supply chains and pent-up demand.\n“It may become increasingly difficult for Powell to dismiss [inflation] as expected,” said Cabana. “He’s likely to say ‘We’re monitoring it. ... We still believe it will be transitory, but we’re going to be monitoring the data very closely.’”\nCabana expects to see increases in growth and inflation forecasts for this year and next. Fed officials currently expect core PCE inflation at 2% in 2022 and 2.1% in 2023.\n“How much spills into 2023 will be the real tell. Are any of these inflation pressures persistent? Do they last a couple of years? Probably not, but we’ll see,” he said. “Will the Fed pencil in a rate hike in 2023 or not? It only takes three Fed officials to shift to the rate hike camp to see that happen. We think it’s a close call, but they probably will not shift.”\nThe Fed presents its inflation forecast on a “dot plot,” with anonymous entries for each Fed official. In March, the dot plot showed a split of 11 to 7 against a 2023 hike. JPMorgan economists expect several Fed officials to change their position and support a 2023 hike. They also changed their own rate forecast to a rate hike in 2023.\nBank of America strategists, however, do not expect officials to agree on a 2023 hike. “We think they’ll remain in the ‘on hold’ camp, but that will be one of the key focuses of the market,” said Cabana. “The market is pricing in 2, 2.5 hikes by the end of 2023. The Fed is currently not expecting any.”\nOvernight rate\nFed watchers are also split on whether the central bank will make technical adjustments to some short term rates.\nCabana expects the Fed to raise the interest on excess reserves slightly because of building pressures in the short-term lending market.\nFiscal stimulus has resulted in a large amount of funds landing in the Treasury General Account, basically the Treasury’s checking account. As the funds have been exiting the Treasury to pay for programs, it has found its way into money markets and the banking system, creating huge demand for short-term paper.\nThat has spurred a lot of unusually heavy activity in the overnight lending market and has driven down the rates for Treasury bills.\n“On the IOER and overnight reverse repo facility, we think they will make a modest adjustment in the setting of these interest rates, [by] 2 or 3 basis points. This will be done to assure the resilience of [the Fed’s] zero rate floor and prevent money market funds from being negative,” Cabana said. “There’s really too much cash in the banking system. The banks don’t want it. They’re pushing it to money markets funds ... and money funds are telling us they don’t want it either. T-bill rates are around zero. ... They are all hoping for an adjustment as this meeting.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":399263628943872,"gmtCreate":1738501883423,"gmtModify":1738501887070,"author":{"id":"3570926416568472","authorId":"3570926416568472","name":"CHanth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570926416568472","authorIdStr":"3570926416568472"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399263628943872","repostId":"2508791872","repostType":2,"repost":{"id":"2508791872","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738491408,"share":"https://ttm.financial/m/news/2508791872?lang=&edition=fundamental","pubTime":"2025-02-02 18:16","market":"sg","language":"en","title":"DeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2508791872","media":"Dow Jones","summary":"The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it's ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.Such is the power -- and vulnerability -- of being on the cutting edge.The new R1 artificial-intelligence model from China's DeepSeek has comparable performance to some of the world's best models, and seemingly comes at a lower price to train and run in the cloud.There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1's creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.It's the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local ","content":"<html><head></head><body><p>The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it&#39;s ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.</p><p>Such is the power -- and vulnerability -- of being on the cutting edge.</p><p>The new R1 artificial-intelligence model from China&#39;s DeepSeek has comparable performance to some of the world&#39;s best models, and seemingly comes at a lower price to train and run in the cloud.</p><p>There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1&#39;s creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.</p><p>If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.</p><p>Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.</p><p>Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.</p><p>Investors spent most of the week wondering what happens if all that spending goes for naught.</p><p>Here&#39;s our breakdown of what DeepSeek means for the Mag 7:</p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> </p><p>Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company&#39;s reticence to spend could now prove prescient.</p><p>&#34;I think innovation that drives efficiency is a good thing,&#34; Apple CEO Tim Cook told investors about DeepSeek on the company&#39;s earnings call this past week. &#34;That&#39;s what you see in that model. Our tight integration of silicon and software will continue to serve us very well.&#34;</p><p>Cook defended its more parsimonious AI strategy, saying Apple has taken a &#34;prudent&#34; approach to capital expenditures for a reason.</p><p>If DeepSeek&#39;s optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it&#39;s a win for Apple and a loss for the larger cloud platforms.</p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> </p><p>It&#39;s the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.</p><p>Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company&#39;s earnings call.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> </p><p>No one has benefited from the AI trade more than Nvidia, so it isn&#39;t a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek&#39;s suddenly efficient AI raised concerns that Nvidia&#39;s big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.</p><p>Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.</p><p>But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology&#39;s efficiency tend to increase consumption rather than lower it. </p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </p><p>DeepSeek could also be positive for Tesla. As the company&#39;s disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it&#39;s viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.</p><p>&#34;While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,&#34; Jonas wrote.</p><p>Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk&#39;s xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won&#39;t mind cheaper AI.</p><p>The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn&#39;t come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower.</p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> </p><p>That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.</p><p>Microsoft&#39;s cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft&#39;s AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quickly</p><p>Revenue from Alphabet&#39;s Google&#39;s cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.</p><p>Meta is in a similar place, with most of its revenue from ads. It&#39;s unique within the Mag Seven in that it&#39;s spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It&#39;s a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.</p></body></html>","collect":0,"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>DeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next</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\">\nDeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-02 18:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it&#39;s ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.</p><p>Such is the power -- and vulnerability -- of being on the cutting edge.</p><p>The new R1 artificial-intelligence model from China&#39;s DeepSeek has comparable performance to some of the world&#39;s best models, and seemingly comes at a lower price to train and run in the cloud.</p><p>There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1&#39;s creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.</p><p>If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.</p><p>Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.</p><p>Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.</p><p>Investors spent most of the week wondering what happens if all that spending goes for naught.</p><p>Here&#39;s our breakdown of what DeepSeek means for the Mag 7:</p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> </p><p>Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company&#39;s reticence to spend could now prove prescient.</p><p>&#34;I think innovation that drives efficiency is a good thing,&#34; Apple CEO Tim Cook told investors about DeepSeek on the company&#39;s earnings call this past week. &#34;That&#39;s what you see in that model. Our tight integration of silicon and software will continue to serve us very well.&#34;</p><p>Cook defended its more parsimonious AI strategy, saying Apple has taken a &#34;prudent&#34; approach to capital expenditures for a reason.</p><p>If DeepSeek&#39;s optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it&#39;s a win for Apple and a loss for the larger cloud platforms.</p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> </p><p>It&#39;s the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.</p><p>Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company&#39;s earnings call.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> </p><p>No one has benefited from the AI trade more than Nvidia, so it isn&#39;t a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek&#39;s suddenly efficient AI raised concerns that Nvidia&#39;s big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.</p><p>Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.</p><p>But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology&#39;s efficiency tend to increase consumption rather than lower it. </p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </p><p>DeepSeek could also be positive for Tesla. As the company&#39;s disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it&#39;s viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.</p><p>&#34;While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,&#34; Jonas wrote.</p><p>Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk&#39;s xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won&#39;t mind cheaper AI.</p><p>The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn&#39;t come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower.</p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> </p><p>That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.</p><p>Microsoft&#39;s cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft&#39;s AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quickly</p><p>Revenue from Alphabet&#39;s Google&#39;s cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.</p><p>Meta is in a similar place, with most of its revenue from ads. It&#39;s unique within the Mag Seven in that it&#39;s spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It&#39;s a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉","NVDA":"英伟达","MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508791872","content_text":"The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it's ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.Such is the power -- and vulnerability -- of being on the cutting edge.The new R1 artificial-intelligence model from China's DeepSeek has comparable performance to some of the world's best models, and seemingly comes at a lower price to train and run in the cloud.There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1's creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.Investors spent most of the week wondering what happens if all that spending goes for naught.Here's our breakdown of what DeepSeek means for the Mag 7: Apple Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company's reticence to spend could now prove prescient.\"I think innovation that drives efficiency is a good thing,\" Apple CEO Tim Cook told investors about DeepSeek on the company's earnings call this past week. \"That's what you see in that model. Our tight integration of silicon and software will continue to serve us very well.\"Cook defended its more parsimonious AI strategy, saying Apple has taken a \"prudent\" approach to capital expenditures for a reason.If DeepSeek's optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it's a win for Apple and a loss for the larger cloud platforms. Amazon.com It's the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company's earnings call. NVIDIA No one has benefited from the AI trade more than Nvidia, so it isn't a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek's suddenly efficient AI raised concerns that Nvidia's big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology's efficiency tend to increase consumption rather than lower it.  Tesla Motors DeepSeek could also be positive for Tesla. As the company's disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it's viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.\"While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,\" Jonas wrote.Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk's xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won't mind cheaper AI.The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn't come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower. Microsoft,  Alphabet, and  Meta Platforms, Inc. That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.Microsoft's cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft's AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quicklyRevenue from Alphabet's Google's cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.Meta is in a similar place, with most of its revenue from ads. It's unique within the Mag Seven in that it's spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It's a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187561382,"gmtCreate":1623759329146,"gmtModify":1703818350870,"author":{"id":"3570926416568472","authorId":"3570926416568472","name":"CHanth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570926416568472","authorIdStr":"3570926416568472"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187561382","repostId":"1127014300","repostType":4,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187569700,"gmtCreate":1623759304600,"gmtModify":1703818352496,"author":{"id":"3570926416568472","authorId":"3570926416568472","name":"CHanth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570926416568472","authorIdStr":"3570926416568472"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187569700","repostId":"1127014300","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234373487673352,"gmtCreate":1698228909657,"gmtModify":1698230832183,"author":{"id":"3570926416568472","authorId":"3570926416568472","name":"CHanth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570926416568472","authorIdStr":"3570926416568472"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234373487673352","repostId":"1162490437","repostType":2,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964818775,"gmtCreate":1670118978198,"gmtModify":1676538305157,"author":{"id":"3570926416568472","authorId":"3570926416568472","name":"CHanth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570926416568472","authorIdStr":"3570926416568472"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964818775","repostId":"9965610850","repostType":1,"repost":{"id":9965610850,"gmtCreate":1669943291271,"gmtModify":1676538274573,"author":{"id":"4119422390989172","authorId":"4119422390989172","name":"DividendWave","avatar":"https://community-static.tradeup.com/news/d0c902179631e815f3ee1e4cd8ad0708","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119422390989172","authorIdStr":"4119422390989172"},"themes":[],"title":"Earnings Season| KR with a solid top line 3Q raises FY guidance","htmlText":"<a href=\"https://ttm.financial/S/KR\">$Kroger(KR)$</a> KR with a solid top line 3Q raises FY guidanceRevenue +7%Net income -18% (loss on investments)Dil. EPS -14% (Adj +13%)YTD OCF -30% (inventories)YTD FCF -61%GuidanceIdentical sales without fuel (5.1% to 5.3% from previous 4% to 4.5%)FY guidance raiseTicker:&nbsp;KR. Period: 10y.&nbsp;https://twitter.com/DividendWave/status/1598300747900518401","listText":"<a href=\"https://ttm.financial/S/KR\">$Kroger(KR)$</a> KR with a solid top line 3Q raises FY guidanceRevenue +7%Net income -18% (loss on investments)Dil. EPS -14% (Adj +13%)YTD OCF -30% (inventories)YTD FCF -61%GuidanceIdentical sales without fuel (5.1% to 5.3% from previous 4% to 4.5%)FY guidance raiseTicker:&nbsp;KR. Period: 10y.&nbsp;https://twitter.com/DividendWave/status/1598300747900518401","text":"$Kroger(KR)$ KR with a solid top line 3Q raises FY guidanceRevenue +7%Net income -18% (loss on investments)Dil. EPS -14% (Adj +13%)YTD OCF -30% (inventories)YTD FCF -61%GuidanceIdentical sales without fuel (5.1% to 5.3% from previous 4% to 4.5%)FY guidance raiseTicker: KR. Period: 10y. https://twitter.com/DividendWave/status/1598300747900518401","images":[{"img":"https://community-static.tradeup.com/news/6006c8fdc61093a418e77b6541a9ca8b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965610850","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}