DeepSeek’s Impact Goes Far Beyond AI. It Has Created a Problem for Stocks. - Barron's

1. DeepSeek's emergence questions existing AI cost assumptions. 2. Nvidia shares plunged 17%, losing $600 billion in market value. 3. Cheaper AI indicates potential for increased electricity demand. 4. Investors are uncertain about AI-related valuations and future profitability. 5. The AI trade dynamic has shifted due to changing cost structures.