What DeepSeek Means for Mag 7 Stocks Nvidia, Apple, Amazon, and Others - Barron's
1. DeepSeek's AI model threatens traditional cloud services with efficiency improvements. 2. Amazon's cloud growth may be challenged by the rise of cheaper AI alternatives. 3. Amazon spent $80 billion on capex, putting pressure on profit margins. 4. Cheaper AI could enhance Amazon's e-commerce personalization but disrupt cloud business. 5. Investors are anxious about AMZN's upcoming earnings in light of these developments.