Stock market today: Nasdaq sinks, S&P 500 tumbles as AI fears rock tech stocks

Published On Jan 27, 2025, 9:31 AM

The Nasdaq Composite fell over 3% due to concerns about a Chinese AI startup, DeepSeek, which claims to have developed an AI model that is cheaper and equally effective as leading models from companies like Nvidia. This led to a significant sell-off in tech stocks, especially Nvidia, which saw its share price drop nearly 11%. Other semiconductor stocks like ASML, Broadcom, and Micron Technology were also negatively affected. The situation has prompted investors to reconsider future valuation and growth prospects in the tech sector as major tech earnings are about to be reported. Amid the stock market downturn, investors are shifting towards safer assets, signaling uncertainty ahead.

Stock Forecasts

NVDA

Negative

Given the uncertainty surrounding the AI sector and the pressure from Chinese competition, particularly from DeepSeek, major tech companies that have heavily invested in AI, like Nvidia, may continue to face downward pressure on stock prices as investors reassess valuations. The anticipated earnings reports may not be able to offset these concerns if guidance reflects caution.

XLK

Negative

The broader tech market may suffer as a result of these developments, especially if other major companies report disappointing earnings or guidance. This could lead to further selling in ETFs that track the tech sector as investors become more risk-averse.

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