Chinese company DeepSeek has moved its AI models to Huawei's Ascend 910B chip, reducing costs by 70% with minimal performance loss. This event threatens Nvidia's leadership in the AI market. How can Huawei's technology change the industry and what does this mean for Nvidia? Find out in our article. Huawei Ascend 910B and the Success of DeepSeek: How Innovations Challenge Nvidia's Dominance? The Chinese ...

... Seven" Stocks Hedge Fund Positions at Their Lowest in History Institutional investors are displaying unprecedented low interest in the stocks of technology giants known as the "Magnificent Seven" (Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Meta, and Tesla). The ratio of long to short positions held by hedge funds in these seven stocks has fallen to approximately 2.5x – a record low, compared to around 3.0x at the end of the bear market in 2022. This suggests that there are now ...

... Sequoia Capital is one of the most renowned venture capital firms in the world, playing a pivotal role in the growth of numerous successful technology companies. Founded in 1972 by Donald Valentine, the firm has nurtured giants like Apple, Google, PayPal, NVIDIA, WhatsApp, and many others. This article provides an in-depth look at the firm’s history, investment strategies, startup selection process, as well as the successful and unsuccessful deals that have impacted its reputation and growth. History ...

... China's Loan Prime Rate announcement, inflation data from the UK and Germany, U.S. crude oil inventory levels, and speeches from central bank leaders. Additionally, major corporations such as NIO, Target, TJX, Wix.com, Williams-Sonoma, Global-E Online, Nvidia, Snowflake, Palo Alto Networks, and Jack in the Box are scheduled to release their earnings reports. These events are expected to influence market dynamics in both Europe and the United States. Our comprehensive analysis delves into the potential ...

... development and manufacturing of high-tech chips for AI. Should DeepSeek achieve a competitive advantage by optimizing its technologies, it could result in serious consequences for the global tech market. Companies producing expensive chips, such as NVIDIA, AMD, and other sector leaders, may face a loss of market share. Economic and Geopolitical Risks The potential success of DeepSeek poses a threat not only to tech giants but also exacerbates geopolitical tensions. The US actively supports its companies ...