deepseek

Latest news and analysis on deepseek

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
4