The DeepSeek Moment: How One Cheap Model Rattled Wall Street
A Chinese startup's R1 model wiped nearly $600 billion off Nvidia's value in a single day, exposing how fragile the AI spending story had become.
Jan 29, 2025

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5 stories for“nvidia stock drop 2025”
A Chinese startup's R1 model wiped nearly $600 billion off Nvidia's value in a single day, exposing how fragile the AI spending story had become.
Jan 29, 2025

A roughly $50 billion debt load, a bond yield that briefly topped 16 percent and a record price for insuring its debt have turned a data-centre darling into a test of the AI funding model.
Oct 18, 2026

A report that OpenAI's run-rate sales are about $20 billion below the figure investors had been quoting pulled chip and cloud stocks down, while bond yields and oil stayed high.
Oct 9, 2026

Shares fell as much as 13.5% after earnings, with ServiceNow, Caterpillar and Sprouts also sinking, while small caps rose as the AI trade took a hit on Thursday.
Oct 29, 2026

The record Alphabet loss dragged the Nasdaq down, yet the equal-weight index and small caps gained as health care led, with Amazon and Intel already sliding once the market closed.
Oct 29, 2026
