Categories Finance

Will DeepSeek put an end to the bullish streak?

Mondays are tough, but this one was especially so for investors. Pre-market trading saw significant declines in the so-called “Magnificent Seven,” with Nvidia — one of the key drivers of the recent bull market — leading the losses. The culprit? Fears of lower demand for Nvidia’s products. No,…

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Categories Finance

If AI is cheap, there are many winners

The theme in investing today is simple: AI isn’t some kind of walled-off, near-impossible and extremely expensive software; it’s going to be cheap to make a cheap to run, at least for most business applications. That redirects the market power away from the chipmakers and hyperscalers to companies…

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