Wall Street Breakfast
DeepSeek deep sixes stocks
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
What is DeepSeek?
The Nvidia selloff in context
Suddenly the Dow looks good again
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
- Broadcast on:
- 27 Jan 2025
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
What is DeepSeek?
The Nvidia selloff in context
Suddenly the Dow looks good again
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.