Stock Markets Are Punishing Tech Earnings, DeepSeek AI Isn’t the Only Problem. And 5 Other Things to Know Today. - Barron's
1. Tech stocks face scrutiny; high valuations raise investor concerns. 2. GOOGL's AI spending under the spotlight amid uncertain returns. 3. Qualcomm's loss of Apple 5G chips may impact GOOGL's supply chain. 4. New AI competitor DeepSeek creates pressure on tech expectations. 5. Market reactions turn negative on solid earnings, indicating investor caution.