Stock market today: Nasdaq clobbered, Nvidia sinks 17% while Dow stages comeback as AI fears shake markets

Published On Jan 27, 2025, 4:55 PM

The Nasdaq Composite index fell over 3% on Monday due to concerns about a rival Chinese AI startup, DeepSeek, which claims its AI model is more efficient and less costly than U.S. counterparts like Nvidia. This caused Nvidia's stock to plummet nearly 17%, wiping out $589 billion in market value. The S&P 500 also dropped around 1.5%, while the Dow Jones Industrial Average rose by more than 0.6%, as investors shifted towards safer defensive stocks. As anticipation builds for upcoming earnings reports from major tech companies, mixed sentiments surround the tech sector, particularly regarding AI investments.

Stock Forecasts

NVDA

Negative

Given the significant drop in Nvidia's stock price and skepticism surrounding the profitability and sustainability of AI investments, investors may want to reevaluate their positions in tech stocks heavily reliant on AI technology. However, companies like Apple and Salesforce are showing resilience against this trend, making them potential safer bets in the tech sector amidst the turbulence.

AAPL

Positive

With the tech sector experiencing a sell-off while defensive stocks like healthcare and consumer goods are gaining, it indicates a cautious environment for investors. Companies such as Apple and Salesforce may be worth considering for investments as they have shown strength during this downturn.

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NVDA
META