S12EP2 - How DeepSeek and Tariffs Are Shaking up the Markets... and More

$600bn...that's the estimated value NVIDIA is said to have lost as markets struggled to comprehend a new company's arrival onto the AI scene. Here at The Firm Analyst, we discuss how DeepSeek's AI model is set to affect the wider data infrastructure and legal markets (2:15). In this week's episode, we also discussed how the US' recently introduced tariffs are set to cause challenges for multinational corporations and investigate how lawyers can help their clients navigate a new era of international trade environment (16:20). To wrap up, we looked into the recently announced AAM and Dowlais plc merger and its wider implications for transatlantic M&A dealmaking (29:25). I hope you enjoy this episode! Link to access on all platforms: https://linktr.ee/thefirmanalyst