DeepSeek Prompts a Reckoning Across Wall Street and Silicon Valley

Deposit effect

Markets continue on Monday, as global tech investors are facing TR 1 TRILAN WIP OUT. Cause: Uncomfortable – and cheap – Chinese artificial intelligence software appearance can increase AI’s economics

The Nice Deck Future has fallen by about 4 %. And shares in NVIDIA, chipmakers whose processors help train and operate AI software are 11 % lower in primarit trading. In contemptuous energy, which imposes a heavy bet on the strength of AI data centers, is about 13 % lower.

Meanwhile, tech executives and policy makers have been surprised at how strong the US lead is in AI.

Deep Sak is forcing to calculate in the Silicon Valley. Despite the US government’s efforts to restrict China’s leading AI technology access, the company’s model appears to be fighting against Openi, Google and Meta. And DiPsic says he did all this with a part of the resources that the American rivals use.

At the end of the week, DiPsic fought the chatgot on the upper part of the Apple App Store Chart. And the depressic is very fast Reducing the open to the price.

This raises a number of questions:

Does leading AI companies like Google, Meta and privately laid Openi and Entropic deserve their astronomical prices?
Do companies need to spend hundreds of billions on wide data centers through NVIDIA and other expensive chips? Consider that the Openi and its partners have promised to spend at least $ 100 billion on their Star Gate project, or Microsoft has said it will spend. billion 80 billionOr meta $ 65 billion.
Does the United States need a great increase in power generation that has given the run -up run -up in utility stock?

US tech companies are entering to respond. Meta has information notifications Handed over to multiple teams of engineers Deep Sak, with a closer examination of how they can improve their company’s Lama AI software.

Already, US AI providers are hurrying to prevent consumers from turning into cheap depp’s offerings. –

Satya NadellaMicrosoft’s CEO, has a more positive advantage: more efficient and accessible AI “Jeon Paradox” can lead to the moment: “As AI becomes more efficient and accessible, we We will see the use of Sky Rac, and turn it into something we can just get, “he wrote on the X.

What will the policy makers do? President Trump and other Western leaders have been anxious to unveil steps to strengthen their hometown industries by helping to grow on Chinese rivals and impose obstacles. But DiPsic has suggested that this approach has limits.

Expect tough questions from analysts this week, Especially when the so -called magnetant, including Meta and Microsoft, report the revenue of four of the seven -tech giants this week.

What’s going on here

This week for the Trump Cabinet selection and a hearing for feed loom. Senators are expected to approve the Scott Basant as a Treasury Secretary on Monday. On Wednesday, he will hold certification hearing for President Trump’s President for Commerce Secretary, Howard Lotank and Secretary Health candidate Robert F. Kennedy Jr. Even on Wednesday, this is a decision day for the feed: Many people on Wall Street expect the central bank, cautious, inflation, will keep interest rates stable.

Bit Coin comes below 000 100,000 as the industry is related to the flooding of the Memochens. The sales agree with a widespread decline in tech stocks, and comes with an executive order to strengthen the sector by Trump. (President and First Lady, Meanwhile, has fallen sharply in the midst of a wave of token criticism.) Meanwhile, Brian Armstrong, CEO of the Queen Base criticizing the Biden administration’s rules, suggested that Regulators should be. Make a “block list” For the new digital token, when its company struggles to deal with millions of newly created millions every week.

Trump says he is making progress on tricktok sales. The president said he was inside Interact with several potential buyers With a potential decision over the next 30 days, the Chinese owner of the platform, to control the video app as part of a management part with Betnsins.

Trump continues his attack on banks

President Trump’s CEO of Bank of America’s CEO, President Trump’s Jabo, received headlines at the World Economic Forum in Davos, Switzerland, when he accused the executive of “dangling” his conservative supporters.

Many people did not see that Trump continued his attack after that.

When the President visited Los Angeles on Friday Round table on a forest fire of CaliforniaHe doubled his criticism on the Bank of America. “They are not good. Looks great, ‘Bank of America.’ They are not good. But he did not stop there, he added, “We are numbered on banks.”

Trump’s affairs have gone beyond debanking. The conversation in Los Angeles was about a profit margin that banks often seized by consumers by receiving a significant interest rate on loans compared to paying loans on loans.

Can he try to force banks Low -rate interest? Or he can do good to the election campaign’s promise Crediting rates of credit card interest rates? (It is unclear whether he has the option to do so through an executive order.)

Trump’s relationship with banks is complicated. Many people in Wall Street and Finance are under Trump’s internal circle, especially in comparison to Tech Magoles (some of whom are trying to disrupt banking). Selection for Trump’s Commerce Secretary comes from Howard Lotank, investment banking and trade loans polishing business to some extent and disturbing brokerage business than the world.

On the contrary, JP Morgan Chase has a more important relationship with Jamie Demon President. Although he privately supported Kamla Harris in the 2024 elections, JP Morgan Chief has said that Trump Did not go wrong on matters Last year’s Davos, including tax and immigration, and this year said it would ride with prices If they are good for national security.

It is also worth considering: One of the biggest shareholders of the Bank of America is Warren Buffett, which is A collision with Trump In the past, he said, Buffett did not weigh in the elections and was selling his Bank of America stack before November.

Trump is taking bullets on banks as he was expecting a friendly administration. The industry, whose members were prevented from integrating for years, were expecting a wave of stability under Trump.

But there have already been indications that banking will not get what he wants. Trump’s choice for secretary secretary, Scott Basant said At the confirmation hearing This month, the five largest banks had a lot of market share.

What to study in Trump’s Columbia Showdown

During immigration, President Trump’s dissemination with Colombia continued for just a few hours and played mostly on social media.

But possibly the global leaders will have a result.

Updated: Colombian President Gostao Petro has surpassed US military planes to refuse to accept US military planes in a South American country. His decision came when Trump threatened sanctions and taxes that began at 25 %, and then on the country’s exports, including crude oil, coffee and sliced flowers.

Petro’s U -turn wins the White House on several fronts. Trump can show that he is on the promise of his election campaign to end illegal immigration.

And he can put other foreign capitals on notice that he will use taxes to remove the situation beyond trade. The White House announced in a statement, “Today’s events become clear to the world that America is respected once again.”

The allies will not be forgiven. Colombia long had close diplomatic relations with the United States – such as potential taxes, Canada and other goals in Mexico. Some Trump’s partner want Move forward with taxes According to the Wall Street Journal, no latter, dialogue or talks were held on February 1.

Last week, S&P 500 partially staged a rally in the hope that Trump’s recent tariff comments, especially about China, indicated a soft policy approach. Was it all a miracle?

And then there is a greenland. Trump has lured his strategic location in Arctic Shipping and Defense, and his own strategic wealth, Danish Island, and has suggested that he will be willing to use military force or economic repression to connect it. –

On Air Force One this weekend, Trump told reporters That he can fight Greenland control from Denmark. “I think we’re going to get it. I think people want to be with us, “he said, citing the Green Landers.

Trump’s comments increase tensions between Washington and NATO allies. “Dennis is saying,” Keep it down, “said Zaki Ladi, a former EU’s former foreign policy chief, Joseph Burel Fonts.

Douglas emehov’s next flammation

Washington is the latest estimation game about New York Esila, where former vice president Kamla Harris and her husband, Douglas Emahov, can go the next. We know the answer to half of this question.

The Amov will become partners in the corporate law firm Wilki Ferre and Galaghar, and will distribute their time between Los Angeles and Manhattan. It begins on Monday, advising companies about crises, including legalism and corporate investigations, Dellbook’s Lauren Hersheh is the first to report.

Emof spent decades as a corporate lawyer before leaving for Washington. He laid the foundation of a boutique law firm in 2000, which he sold in 2006 to a rival, Vanbal. He left Vanbal for DLA Piper in 2017, and took full time in 2020, partially became the vice president of his wife to avoid conflicts of interest.

Its clients include Spatifs and Lines Gate. He also represented the former Olympic superintendent and NFL star Wali Galt, which he represented. A SEC fraud case.

Wilkee will tap his legal career and amhov experience from the White House. The other gentleman has collected a network of key personalities in the fun, private equity and corporate world.

During the presidential campaign, Amov was a clear presence, which helped his wife raise more than $ 1 billion. He also represented the United States in diplomatic capacity in programs such as the 2024 Olympics in Paris, and led the Biden administration’s efforts to tackle anti -anti -ism.

“He contacted him very important leaders around the world,” Wilkei’s co -chairman Thomas Sarabino told Dell Book.