DeepSunk by DeepSeek? 3 Stocks That Will Win From the ‘Jevons Paradox’ - Barron's

1. Chinese AI firm DeepSeek raises concerns for tech spending. 2. Capital spending by major AI players is set to increase significantly by 2026. 3. Lower AI costs may stimulate more demand across the tech sector. 4. U.S. electricity demand must grow at 2.8% to support tech advances. 5. Current market reaction reflects uncertainty around AI developments.