Quotes
It showed the utility of these tools and that some of these companies that exploit the tools effectively can actually move faster and with a lower cost,
said Rieder, the company's chief investment officer of global fixed income It was really a reevaluation, which I thought was healthy,
Rieder said of Monday's tech rout, noting that multiple I don't think this was an indictment on chip development or chip distribution,
There are going to be moments where people are going to doubt it like [Monday] and there’s a lot of people who own these stocks who perhaps don’t know what they own and why they own it,
said billionaire hedge fund manager Steve Cohen, per the FT DeepSeek’s appearance on the scene might have caused a shift in the narrative for tech stocks but it hasn’t been the catalyst for a sustained market sell-off,
explained Russ Mould, investment director at AJ Bell What happened on Monday was an extreme overreaction that was amplified by extreme positioning,
they said, ... per the FT There are a lot of people out there who talk who haven’t done the work, and they can misinform investors and they can misinform the public and we saw a little of that yesterday.”
Speaking at the Global Alts conference, he added This abrupt reaction highlights that the market currently does not yet have adequate tools and information to assess the outlook for AI-driven electricity demand,
said Thomas Spencer, an energy and AI analyst at the International Energy Agency (IEA). US markets rebounded yesterday and look set to continue on the same path today ahead of two major events,
Mould noted, citing an interest rates decision in the US and the start of earnings season among the Magnificent Seven, with Meta, Microsoft and Tesla all set to file updates But mostly we are excited to continue to execute on our research roadmap and believe more compute is more important now than ever before to succeed at our mission. the world is going to want to use a LOT of AI, and really be quite amazed by the next gen models coming."
We want to keep it in this country. China is a competitor and others are competitors.”
In his speech last Tuesday, Trump specifically called out the importance for the U.S. to beat out China on AI, saying about the technology Apple’s behind-everyone-else-in-AI approach look like a calculated master plan.”
Whether Apple stock’s “contained” generative AI ambitions were the result of financial discipline Nobody questions whether Nvidia is the undisputed king and chips. What they're questioning is how much capex do you need for things like pre-training, post-training and then inference, ultimately,
Niles, founder and portfolio manager at Niles Investment Management founder, told CNBC Tuesday I think investors should be very careful about assuming that this is the bottom,
he told CNBC's Sri Jegarath and Chery Kang on Tuesday's "Squawkbox Asia." It's difficult to work out if the worst is now over, or if yesterday's slump was just another sign that the top is already in for US equities,
said David Morrison, senior analyst at Trade Nation It may be too early to write off Nvidia yet, even though the prospect of a Chinese rival is causing a crisis for the chip maker,
We're getting the typical bounce-back rally you'd expect when you have news that's not very specific and more of a potential for a future change,
said Rick Meckler, partner, Cherry Lane Investments, a family investment office in New Vernon, New Jersey Trump wants this American Iron Dome, and guess who helped with the Israeli Iron Dome? Raytheon. So if this does come to pass, expect Raytheon to be okay,
Long term, I still think it's great. This story out of China with DeepSeek — we shot first, we're asking questions now,
I think it's an opportunity to buy the stock. The quarter was pretty solid. People were concerned about 25% tariffs that weren't mentioned in their guidance
