DeepSeek "raises macro upside, micro risks" - Goldman Sachs
The emergence of Chinese start-up DeepSeek could have upside macroeconomic implications in the medium-term should its cost reductions help usher in a period of increased competition in the development ...
Hedge funds were pausing US AI bets as DeepSeek emerged, says Goldman
Hedge funds were already waiting to see if a U.S.-fostered, home-grown artificial intelligence boom would continue as China's ...
What is DeepSeek, and why is it causing Nvidia and other stocks to slump?
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
DeepSeek disrupted the AI disruptors, but don't count out Big Tech just yet
The Chinese startup's new model poses some serious questions about the assumptions behind AI investments. But what if that's ...
HEDGE FLOW Stock hedge funds post big one-day drop in DeepSeek rout, say Goldman data
Hedge fund stock-pickers lost billions of dollars on Monday in a rout in global technology shares sparked by the emergence of ...
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Goldman Sachs: DeepSeek is triggering a correction, not a bear market
The report comes as tech stocks, led by the Magnificent Seven—think Apple, Microsoft, Google, and their mega-cap friends—take a hit after DeepSeek’s debut.
DeepSeek ‘punctures’ AI leaders’ spending plans, and what analysts are saying
Chinese AI firm DeepSeek has emerged as a potential challenger to U.S. AI companies, demonstrating breakthrough models that ...
Why Goldman Sachs says investors should buy the dip in U.S. tech stocks
Monday’s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most ...
Goldman Sachs hires Amazon exec in senior AI engineering role
Goldman Sachs has hired Daniel Marcu from Amazon.com as its global head of artificial intelligence engineering and science to ...
DeepSeek's Low-Cost Model Reshapes AI Landscape: Experts Predict Shift To 'Application Layer'
AI boom faces scrutiny as Chinese firm DeepSeek's model challenges U.S. industry. Investors question high infrastructure ...
Computer-driven hedge funds surged during the DeepSeek turmoil. Human-driven funds fizzled.
So-called systematic hedge funds — technology-driven funds that use machines to make investment decisions — had a very ...