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
Oct 6
Breaking into Asset Management: Advice from a Boutique CEO
In this Career Insight episode, Anthony Cheung speaks with Ben Hayward, co-founder and CEO of TwentyFour Asset Management, about his unexpected journey into finance. From studying history of art and pursuing advertising to launching a fixed-income boutique in the midst of the 200 ... Show More
59m 29s
Oct 2
$55B LBO Deal, Jefferies Banking Signal & London’s IPO Decline
In this episode of the Market Maker podcast, we dive into the largest leveraged buyout in history - Electronic Arts going private in a $55 billion all-cash deal led by Saudi Arabia’s PIF, Silver Lake, and Jared Kushner’s Affinity Partners. What does this blockbuster transaction s ... Show More
49m 9s
Sep 29
Breaking Into Wealth Management | Romy Cuadras, Pictet Wealth Management
In this episode, Anthony speaks with Romy Cuadras, Head of Alternatives and Fund Solutions at Pictet Wealth Management, about her unconventional path into finance and the lessons she’s learned across global markets.Romy shares how her Cuban heritage, resilience, and adaptability ... Show More
59m 12s
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
Jan 2025
DeepSeeking missile strikes global markets
The news of China's DeepSeek AI model suddenly gained critical mass at the weekend and triggered an avalanche of selling across the incumbent AI space as the implications of this possibly profound disruptor became clearer. Across the board deleveraging, with special intensity in ... Show More
15m 51s
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