What is DeepSeek and what does it mean for US equity markets?
The Weekly Globe: in this article, we explain what DeepSeek is, why its model is so innovative, what is the expected impact on the US stock market and how to position yourself to take advantage of this movement
By Niraj Patel, Chief Equity Strategist
DeepSeek, an artificial intelligence startup based in Hangzhou, China, launched a new AI model that made a huge impact on technology stocks this week. Nvidia (NVDA) shares, for example, suffered the biggest drop ever recorded in a single day in history and the company lost approximately US$593 billion in market value.
In this article, we explain what DeepSeek is, why its model is so innovative, what is the expected impact on the US stock market and how to position yourself to take advantage of this movement.
Leia também
Confira mais artigos do The Weekly Globe
The Relationship Between the Stock Market and Economic Growth
The Weekly Globe: in this article, we present some channels of interaction between th [...]
Calculating inflation in the high-income population: initial results
The Weekly Globe: in this article, we present the initial results of the IPC Private, [...]
What to Expect from the Macro Scenario in 2025
The Weekly Globe: in this article, we analyze the current context and project what to [...]