China's DeepSeek outshines U.S. AI giant...

Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01)Episode transcripts seekinga ... Show More

Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18) Show NotesBofA’s best ideas listRegister for Investing Experts Live: Top Ideas 2026Episod ... Show More

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest ... Show More

MRKT Matrix - Monday, January 27th S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China's DeepSeek (CNBC) What Is China’s DeepSeek and Why Is It Freaking Out the AI World? (Bloomberg) Nvidia’s $560 Billion DeepSeek Rout Is Largest in Market History (Bloombe ... Show More

On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China ta ... Show More

<p>Chinese officials’ pledges to provide bolder support for economic growth are fuelling a rally in shares related to Chinese consumption, Chinese real estate, and Asian mining stocks. China beneficiaries in Europe also posted strong gains yesterday. Meanwhile, US equity markets ... Show More

US equity-index futures climbed as strong earnings from megacap tech firms bolstered optimism that corporate profits remain resilient. The dollar steadied after gaining on Federal Reserve holding interest rates. Contracts for the Nasdaq 100 rose 1.2% and those for the S&P 500 adv ... Show More

<p>After US stocks notched their best start to a presidential term since 1985 last week, DeepSeek, China's answer to ChatGPT, is making big waves in the tech sector. The AI startup is gaining significant traction and sending US stock futures sharply lower. Mensur Pocinci, Head of ... Show More

<p>As the emerging trade war takes its toll, causing global stock markets to sell off from Japan to Mexico, investor sentiment continues to deteriorate rapidly. After US stocks fell steeply on Friday, Asian equities have plummeted today, with tech and banking stocks leading the d ... Show More

<p>Donald Trump's presidential victory boosted US equities, with gains led by banks, energy and small caps – the S&amp;P 500 had its best week so far this year. Bitcoin crossed USD 81,000 for the first time ever and Nvidia became the first company to surpass USD 3.6 trillion in m ... Show More

MRKT Matrix - Thursday, May 1st Stocks rise to kick off May as Microsoft, Meta rekindle AI trade (CNBC) Forget GDP. It’s the Jobs Report That Matters. (WSJ) Markets Set for Shock From Disappearing Chinese Goods (Bloomberg) Wells Fargo says S&P 500 could retest the lows (CNBC) Sum ... Show More

President Trump’s Sunday post – “Don’t worry about China, it will all be fine” – boosted stock markets yesterday, with further positive AI-specific headlines also providing fuel to a rally that saw the main indices clawing back a good part of their losses from Friday’s sell-off. ... Show More