logo
episode-header-image
Jan 2025
25m 52s

BREAKING NEWS: Nvidia Crashes 16% on Chi...

AMPLIFYME
About this episode

Join Anthony and Piers for a quick take on the latest news rocking markets Monday morning, as they unpack the trillion-dollar market sell-off sparked by Chinese AI startup DeepSeek.


This episode dives into the ripple effects of DeepSeek’s cost-efficient AI model, the mounting pressure on big tech to adapt, and the broader geopolitical stakes in the intensifying US-China AI race.


Tune in for insights on how this breakthrough has changed the dynamics of the AI race and the fortunes of the US stock market.


Hosted on Acast. See acast.com/privacy for more information.

Up next
Aug 18
Demystifying Commodities with Lauren Haymond, Global Head of Talent Strategy at CCI
In this episode, we shine a light on one of the most powerful yet misunderstood sectors in finance - commodities. Joined by Lauren Haymond, Global Head of Talent Strategy at Castleton Commodities International (CCI), we unpack what makes this industry uniquely dynamic and ripe wi ... Show More
33m 38s
Aug 6
Inside Wealth Management with Barclays’ Will Hobbs
In this episode, we dive into the archive to take you back to 2022 when Anthony spoke to Will Hobbs, who at the time of recording was the acting Chief Investment Officer of Barclays Wealth Management.Will talks about his untraditional route into markets, from training in Italy as ... Show More
39m 54s
Aug 1
Meta Surges 12%, Microsoft Tops $4T and the Fed Turn Hawkish
Earnings season is in full swing and Meta and Microsoft are stealing the show. Anthony and Piers dive into why Meta’s shares rocketed 12% on blockbuster earnings, a stunning rebound from its metaverse slump. They explore how Zuckerberg’s all-in AI pivot is paying off, from $100M ... Show More
40m 54s
Recommended Episodes
Jan 2025
China's AI challenger sends shockwaves
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 Te ... Show More
10m 27s
Jan 2025
Examining FX Volatility, The AI Trade
On today's episode, a look at FX volatility with Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas. Plus, we explore how the AI trade is propelling markets with Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report.See omnystudio.com/listene ... Show More
16m 20s
Dec 2024
Stocks lifted by China’s policy stimulus signals
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 too ... Show More
10m 54s
Jan 2025
The AI Model That Tanked the Stock Market
On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semiconductor giant that has been the largest winner of the AI boom, erased $589 billion in market cap, for the biggest one-day wipeout ... Show More
21m 3s
Jan 2025
China's DeepSeek outshines U.S. AI giants
Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb. Show li ... Show More
6m 21s
Dec 2024
The Shocking Future: How Markets Are Changing with Larry McDonald—Crypto, AI, BRICS, and the New Administration’s Impact | S2 Ep. 161
Welcome back to Founder's Story! In this episode, Daniel Robbins sits down with Larry McDonald, founder of The Bear Traps Report and author of the newly released book, How to Listen When Markets Speak. Larry brings decades of investment expertise and invaluable insights on na ... Show More
26m 24s
Mar 2025
Nvidia’s GTC Conference Underway… And Fed Decision On Deck 3/18/25
All eyes on Nvidia as the AI chip giant gets underway. What CEO Jensen Huang had to say about the next moves in its AI strategy, and if the stock can bounce back from its recent drop. Plus Another key Fed decision on deck, as investors await the central bank’s next rate move amid ... Show More
46m 28s
Feb 2025
China’s AI Bombshell: DeepSeek Just Changed Everything
China’s latest AI breakthrough, DeepSeek AI, has just sent shockwaves through the global tech landscape, rattling U.S. dominance in artificial intelligence. Built in just two months for a fraction of the cost of OpenAI's models, DeepSeek R1 is outperforming some of the most p ... Show More
11m 38s
Sep 2024
Equity markets snap their losing streak
Global stocks rebounded yesterday following the worst week for the S&P 500 since March 2023, as investors await US inflation data for clues on the size of the US Federal Reserve’s coming interest-rate cut. Meanwhile, weakness in Chinese equities is intensifying as a benchmark of ... Show More
12m 13s
May 28
Instant Reaction: Nvidia Gives Solid Forecast, Despite China Concerns
Nvidia, the world’s most valuable chipmaker, gave an upbeat revenue forecast for the current period, even as a slowdown in China weighed on results. Sales will be about $45 billion in the second fiscal quarter, which runs through July, the company said on Wednesday. That included ... Show More
15m 9s