The article discusses the rising AI market, noting its potential for a correction amidst concerns of a bubble. While some AI stocks are overpriced, the author argues that the current situation is not akin to the dot-com crash of 2000. The introduction of China's DeepSeek AI model has caused notable selling pressure in the U.S. tech industry. This development points towards a broader shift in the AI landscape, where efficiency becomes key amid growing competition.
Though some AI stocks are overpriced, this isn't a repeat of 2000.
China's DeepSeek AI model sparked a wave of selling pressure to hit the U.S. tech sector.
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