The stock market ‘is telling us that cheap, open-source AI is a good thing’ after DeepSeek rout - MarketWatch

1. DeepSeek's low-cost AI model impacted Nvidia shares, dropping them by 17%. 2. The market fears DeepSeek could undermine the AI spending boom. 3. Lower AI costs may boost dividends and buybacks for tech companies. 4. Investor concern over predicted S&P 500 earnings based on AI growth. 5. Research and development in AI might surge if DeepSeek's claims are validated.