The Nasdaq Stock Exchange, like Stone, fell on Monday, as technical stocks, which were amplified over the past year due to the promise of artificial intelligence, dive. This operator was the Chinese company Deepseek, which last week launched a product similar to the American AI giants but using much stronger and cheaper chips.
Deepseek claims that she spent $ 5.6 million to train her latest models that Openai's Chatgpt and Meta's Lama had not been. 1 in the Apple App Store during the weekend. This chaos that caused the heavy NASDAQ, a decrease in more than 3 % in mid -afternoon trading, on investor fears of increasing the risk of competition, even with American players spending billions of dollars on investing artificial intelligence.
Only last week, President Donald Trump revealed Stargate, the private sector initiative in Openai, Oracle and SoftBank to build an infrastructure for Amnesty International in the United States, with expenses of up to $ 500 billion.
The dominant chips maker NVIDIA took the weight of the sale, a decrease of 16 %. Other chip makers and advanced advanced devices are turned off, respectively, 17 % and 6 %.
Openai Investor Microsoft has decreased by 4 %, Alphabet 3 %, Amazon by 1 % as Selloff was rotated through technology. Apple, which was not a heavy investor in artificial intelligence, increased by 3 %. Meta has lifted the trend as it rises a sign where investors expect strong numbers when Mark Zuckerberg launches technology profits on Wednesday.
Other markets were followed by Nasdak lower with S&P 500 off 1.7 % and Dow Jones Industrial MEVERting Sheft 120 points.
Analysts were divided. Some acknowledge the potential risks of Deepseek to develop a cheap competitive model – although many doubts at $ 5.6 million as very low. Others see the sales process as an opportunity and an opportunity to buy.
“A few times over the past few years, there have been significant sale in the field of technology that were golden purchase opportunities … today is one of them in our view,” wrote Dan Evez of Wedbush Securities: He described the Deepseek model as “impressive”, but he said that the truth is that American technology focuses on the end of the end of “with all infrastructure and ecosystem that China and the capital spending cannot be approached over the next three years.
