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204 days

DeepSeek Deep Sixes the Stock Market. How Far the S&P 500 Could Fall. - Barron's

1. Investors worry about cheaper AI models from DeepSeek triggering stock sell-offs. 2. The S&P 500 and Nasdaq fell nearly 2% and over 3%, respectively. 3. Nvidia and leading tech stocks dropped significantly amidst market corrections. 4. Analysts predict a potential 10% decline in the S&P 500 later this year. 5. Defensive sectors like healthcare show better performance amid market volatility.

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FAQ

Why Bearish?

Concerns about AI competition could negatively impact NVDA's market share and pricing power, similar to past tech sector disruptions.

How important is it?

The article highlights potential AI competition impacting key players like Nvidia, indicating significant market concern.

Why Short Term?

Immediate market reactions suggest NVDA price may be affected by current sentiment around AI, reflecting past volatility patterns.

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