Wall Street Breakfast

DeepSeek deep sixes stocks

Jan 27, 2025 · 7 min · 7.5 MB
0:00-7:49

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AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)

Show Notes
What is DeepSeek?
The Nvidia selloff in context
Suddenly the Dow looks good again

Episode transcripts: seekingalpha.com/wsb
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