1Mo·

The AI revolution: winners and losers in the market

The introduction of DeepSeek with its R1 model has really shaken up the financial markets. While NVIDIA $NVDA (-7,25 %) and OpenAI are coming under pressure, we see other companies such as AMD $AMD (-8,01 %) and Intel $INTC (-10,9 %)presenting themselves as beneficiaries of the new AI era. 😲

But what does this mean for us investors? The current market turbulence not only offers risks, but also opportunities. Some stocks have already fallen, such as Meta $META (-4,44 %) and Microsoft $MSFT (-2,36 %)but other stocks such as Amazon $AMZN (-3,47 %) and Adobe $ADBE (-4,21 %) are also down.

How are you feeling about the situation? Are you on the lookout for bargains or are you remaining cautious? Discuss with us: Which shares do you see as the big winners of the AI revolution? 📈

3 Commentaires

SemiGrowth@SemiGrowth

1Mo

I don't think the comparison $NVDA > $AMD is valid here. I don't see $AMD and especially not $INTC benefiting from AI. $ADBE could also be a big loser.
PS: what kind of weird sentence is that "some values have fallen, while others are also in the red" xD

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Business News Germany@Business_News

1Mo

What I was actually getting at is that INTC and AMD may not benefit directly from AI, but the "Deepseek" shock may mean that their weakness in AI is perceived less drastically. That's why they certainly want to take advantage of this change in the AI market. PS: You're right about the sentence, I've adjusted it. Should make it a bit more balanced than simply listing four values, but it didn't work out so well. Thanks for pointing that out!

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Moritz M.@Moritz_M

1Mo

In my opinion, Nvidia is too high, but the topic of AI definitely remains exciting.

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