Quotes
Until now, AI has been defined more by largesse than finesse,
DeepSeek’s appearance on the scene might have caused a shift in the narrative for tech stocks but it hasn’t been the catalyst for a sustained market sell-off,
explained Russ Mould, investment director at AJ Bell There are going to be moments where people are going to doubt it like [Monday] and there’s a lot of people who own these stocks who perhaps don’t know what they own and why they own it,
said billionaire hedge fund manager Steve Cohen, per the FT There are a lot of people out there who talk who haven’t done the work, and they can misinform investors and they can misinform the public and we saw a little of that yesterday.”
Speaking at the Global Alts conference, he added US markets rebounded yesterday and look set to continue on the same path today ahead of two major events,
Mould noted, citing an interest rates decision in the US and the start of earnings season among the Magnificent Seven, with Meta, Microsoft and Tesla all set to file updates This abrupt reaction highlights that the market currently does not yet have adequate tools and information to assess the outlook for AI-driven electricity demand,
said Thomas Spencer, an energy and AI analyst at the International Energy Agency (IEA). What happened on Monday was an extreme overreaction that was amplified by extreme positioning,
they said, ... per the FT But mostly we are excited to continue to execute on our research roadmap and believe more compute is more important now than ever before to succeed at our mission. the world is going to want to use a LOT of AI, and really be quite amazed by the next gen models coming."
It's difficult to work out if the worst is now over, or if yesterday's slump was just another sign that the top is already in for US equities,
said David Morrison, senior analyst at Trade Nation It may be too early to write off Nvidia yet, even though the prospect of a Chinese rival is causing a crisis for the chip maker,
I think investors should be very careful about assuming that this is the bottom,
he told CNBC's Sri Jegarath and Chery Kang on Tuesday's "Squawkbox Asia." Nobody questions whether Nvidia is the undisputed king and chips. What they're questioning is how much capex do you need for things like pre-training, post-training and then inference, ultimately,
Niles, founder and portfolio manager at Niles Investment Management founder, told CNBC Tuesday We're getting the typical bounce-back rally you'd expect when you have news that's not very specific and more of a potential for a future change,
said Rick Meckler, partner, Cherry Lane Investments, a family investment office in New Vernon, New Jersey Long term, I still think it's great. This story out of China with DeepSeek — we shot first, we're asking questions now,
Trump wants this American Iron Dome, and guess who helped with the Israeli Iron Dome? Raytheon. So if this does come to pass, expect Raytheon to be okay,
I think it's an opportunity to buy the stock. The quarter was pretty solid. People were concerned about 25% tariffs that weren't mentioned in their guidance
Our view is that what happened with DeepSeek is actually bullish because it advances the move to artificial intelligence,
he said at the iConnections conference in Miami There'll be new companies that will use these tools and start hearing about that. And then another big advance comes along and that's how it's going to come. And there are going to be moments when people are going to doubt it like yesterday,
he told the audience of investment experts This is a 10- to 20-year theme. It's gonna affect everybody in how they conduct their lives, how they do their business,
Cohen said at iConnections Global Alts conference Tuesday It's going to be episodic. It's not going to go in a straight line. There'll be advances, and then it goes quiet,
