deepseek

Latest news and analysis on deepseek

Equities

China is turning AI into a commodity

Another DeepSeek moment raises questions about Microsoft and OpenAI's Strategy and offers us new opportunities for investment up the stack
Charles Ormond
Fat Tail Investment Research
Investment Theme

DeepSeek’s AI disruption – what it means for investors

DeepSeek’s R1 AI model sent shockwaves through markets. Could it signal a major shift in AI demand and the future of the chip industry?
Tim Davies
Carrara Capital
Equities

Amid a tornado of headlines, where does opportunity lie for global investors in 2025?

With all the noise in equity markets, global investors might be reviewing their strategies and wondering, what’s next?
Maroun Younes
Fidelity International
Property

DeepSeek – AI’s Sputnik moment?

Amid the DeepSeek-induced selloff, REITs were amongst the better performing sectors. But what will the developments mean for data centres?
GMG
+2
Andrew Parsons
Resolution Capital
Equities

Nvidia's value crashes by $942 billion thanks to DeepSeek. Is your portfolio too exposed to the tech trade?

In this analysis piece, we examine whether DeepSeek's news is a blip or a game-changer for the ultra-bull market in mega-cap tech.
GMG
NXT
+1
Hans Lee
Livewire Markets
Equities

Nasdaq's recent drop is a reminder to look for opportunities outside of the Magnificent 7

This sell-off has reminded investors of the risks of investing in semiconductor companies and over-inflating valuations.
Garry Laurence
Profeta Investments
Equities

"Nvidia's still a buy": As China's ChatGPT moment rattles tech sector

Investors are scrambling to assess whether China's DeepSeek kills demand for Nvidia's GPUs and the AI stock bull market.
Tom Richardson
Livewire Markets
7