DeepSeek Is Great, Say Google, Palantir, Nvidia. Why Stock Markets Should Worry and 5 Other Things to Know Today. - Barron's
1. DeepSeek's AI capabilities may enhance competition for U.S. firms. 2. Palantir benefits from affordable AI models, lowering operational costs. 3. Google and AMD acknowledge DeepSeek's fast-paced technology developments. 4. DeepSeek's progress raises concerns on Big Tech's AI investments. 5. AI arms race could boost Palantir's defense contract relevance.