Quotes
It's been said that Chinese generative AI might be about five years behind, but that turned out to be wrong and it seems to be on a fairly good track,
What makes Monday's tech selloff so jarring is that the valuations of many of these AI and tech companies offer no margin of error,
said David Bahnsen, chief investment officer at The Bahnsen Group It's clearly a sell first, ask questions later approach, and we've actually seen that kind of move in the past in Japan,
said Kei Okamura, a portfolio manager at Neuberger Berman, referring to a global market meltdown in August headlined by Japan's Nikkei We're still, like many investors, gathering information,
said Neuberger Berman's Okamura, noting But we see our clients taking a closer look with these headlines reminding people that China is a global leader in various spaces in tech, including e-commerce, electric vehicles, solar energy,
China is a much more formidable business and technology competitor than people have been led to believe — America is definitively not leading on innovation right now — it has yielded its lead to the Chinese ... across almost every key vertical,
China definitively, is kind of in a significant lull right now in terms of domestic consumption and domestic market,
We believe the bark will be worse than the bite,
Chinese stocks have been very unfairly valued just because of this overall geopolitical noise,
said Ben Harburg, MSA Capital Managing Partner and Core Values Alpha founder I've been reading about China and some of the companies in China, one in particular coming up with a faster method of AI and much less expensive method, and that's good because you don't have to spend as much money. I view that as a positive, as an asset."
President Donald Trump said on Monday He's following a policy of containment, and fragmentation, a sort of U.S first policy, which means 'let's starve the Chinese of chips that allow them to develop as fast as we can develop',
What China just needs to do is develop chips that are good enough,
The sharp declines in the S&P 500 and other tech-heavy indices present a significant challenge for UK pension funds, many of which have considerable exposure to US equities - particularly in the tech sector.”
Nigel Green, CEO of the financial advisory and asset management company deVere Group, warned Any pension savers that are concerned around recent events in the US stock market should speak with their pension provider or IFA to understand how exposed they are to the technology sector and evaluate their risk profile to this sector given the bull market can’t last forever.”
If you could do it cheaper, if you could do it (for) less (and) get to the same end result, I think that’s a good thing for us,
he told reporters on board Air Force One I have it in my mind what it’s going to be but I won’t be setting it yet, but it’ll be enough to protect our country,
Mr Trump told reporters on Monday night I think it's closer to the Japanese cars in the 60s."
DeepSeek R1 is AI's Sputnik moment,
Marc Andreessen, one of Silicon Valley's best-known venture capitalists, quipped on X on Sunday, referring to the 1957 launch of the first Soviet satellite The sheer efficiency of DeepSeek's pre and post training framework (if true) raises the question as to whether or not global hyperscalers and governments, that have and continue to invest significant capex dollars into AI infrastructure, may pause to consider the innovative methodologies that have come to light with DeepSeek's research,
wrote analysts at Stifel in a report on Monday In our view, DeepSeek most likely drives further demand for data centers globally with advanced computational capabilities, high capacity storage, robust networking, energy efficient designs and infrastructure,
