Nasdaq Futures Slump on AI Threat as ASML Falls 9%: Markets Wrap

Published On Jan 27, 2025, 3:35 AM

Global equities face a downturn as the Chinese AI startup DeepSeek poses competition to established US firms in the artificial intelligence sector. This development led to a significant drop in contracts for the Nasdaq 100 and the S&P 500. Notably, the European stock market was particularly impacted, exemplified by a nearly 9% decline in shares of ASML Holding, a key player in chipmaking. With major US tech companies preparing to report their earnings, concerns are growing over their ability to maintain pricing power in light of the cost-effective alternatives that startups like DeepSeek present. In crypto markets, Bitcoin also saw a decline following Trump's announcement of a working group on crypto policy without a commitment to establish a Bitcoin reserve as previously promised.

Stock Forecasts

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The competition from DeepSeek could pressure large US tech firms, making investors wary ahead of their earnings reports. If these firms fail to demonstrate strong pricing power or to effectively communicate the benefits of their heavy investments in AI, their stock prices may suffer. This could result in short-term volatility within the tech sector, especially among the 'Magnificent Seven' stocks.

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