Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market players.

U.S. equity markets are set to open deep in the red as investors begin to digest the significance of DeepSeek’s AI reasoning model R1.

So our plan here is to place a moderately bearish bet on Nvidia expiring at the end of February, and then a more aggressive bearish bet against it expiring in September, after Nvidia's August earnings report. If you are subscribed to our trading Substack, you can check your email for the specific trades. If not, you can subscribe below.

Chinese AI startup DeepSeek's release of new AI models spurred a selloff in U.S. tech stocks, but some investors think the competitive concerns may be overblown.

Elon Musk, who is developing his own AI model, questioned whether Silicon Valley’s new Chinese rival had made up claims of being more efficient.

The Chinese start-up DeepSeek’s latest large language model has been described as a ‘Sputnik moment’ for the American tech industry

Marc Andreessen 🇺🇸 (@pmarca ... and Amazon have. For Nvidia CEO Jensen Huang, the news comes just as he is ramping up production of his vaunted Blackwell microchip, a more advanced version ...

Now Marc Andreessen, a tech community legend whose ... Investors have bid up the prices of companies like Nvidia, Microsoft, and Tesla on the expectation that a select few will be in a position ...

DeepSeek, the Chinese artificial intelligence startup that sent tech stocks reeling this week, sparked fresh concerns about U.S. companies losing

The Nvidia GeForce RTX 5080 is built on a new architecture, using one of the company’s new Blackwell RTX 50 GPU designs. While the RTX 5090 is rumored to use a large new chip, codenamed GB202 ...

DeepSeek is a cheaply built artificial intelligence language model which outperforms American versions in some measures