EPISODE · Jan 27, 2025 · 7 MIN
DeepSeek deep sixes stocks
from Wall Street Breakfast · host Seeking Alpha
AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)Show NotesWhat is DeepSeek?The Nvidia selloff in contextSuddenly the Dow looks good againEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
What this episode covers
AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)Show NotesWhat is DeepSeek?The Nvidia selloff in contextSuddenly the Dow looks good againEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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DeepSeek deep sixes stocks
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