DeepSeek Is Upending Wall Street’s Big AI Power Trade - WSJ

1. DeepSeek's AI claims threaten energy assumptions for the tech sector. 2. Natural gas shares dropped significantly amid changes in AI power demand. 3. Texas Pacific Land's stock fell 7.7% after AI energy concerns surfaced. 4. The selloff affected diverse sectors including oil, gas, and utilities. 5. Investors remain uncertain about DeepSeek's long-term impact on power demand.