every assumption deepseek has assumption about deepseek has been challenged me my have as my beat, yougo, right? i don't know if... we saw, you know, drastic decreases in the nasdaq, etc. but already some of that's rebounding. than they say to produce this technology? on on us technology? please do stay with us, but i want to bring in the uk and europe. hi. so in china, i think this has been a moment of pride i is talking about this, and... and have they got that information through the media? sorry to interrupt. yes, sure. stopped. there's, of course, _ the connection is being made with the us. so there's all sorts - of different sentiment there. you very much. tiktok has links to china. its parent company, bytedance, is chinese. and, as we've discussed before on the media show, in washington, was really twofold — security concerns about how americans' personal data might be used, and then concerns around the influence that tiktok may let's understand that further with ciaran martin, intelligence agency gchq. we've referenced so far in the programme does pose a security threat to west

but when it comes to deepseek, catherine, and welcome about in china this week?eah, thanks for having me. and joy and vindication. the lunar new year holiday, that everyone around them i sorry to interrupt. yes, sure. can't be stopped. effort and to hold china back in a tech competition - with the us. so there's all sorts - of different sentiment there. you very much. but do stay with us, because all of the issues that tiktok has links to china. its parent company, bytedance, is chinese. clear what will happen next. in washington, was really twofold — security concerns let's understand that further with ciaran martin, of government and a former head of cyber security at uk intelligence agency gchq. professor martin, thank you very much forjoining us. we've referenced so far in the programme does pose hardware, software, different products and services. and strategically, what's been going on with deepseek, of the day, however important it may be, however popular, is a social media app and not really on a par but, as we've been hearing from kathrin, i think one in

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deepseek performs extremely well.e talked to some of the best ai engineers and computer programmers in the world, and they talked about this moment that shifted around a year ago this time, where they went from ai is not that high-performing to suddenly it is jaw-droppingly high-performing and all day every day i'm using ai to support my programming job and one of the world leading technologies companies. really there was a kind of a shift in momentum. so if folks are out there like well, i've used ai, it is kind of fun but not that important for my job, in fields like science and engineering, computer programming, nobody is saying that kind of thing anymore because ai is getting better and better year after year. host: the new york times has a story with an interview of the chief executive of a company that helps consumers with purchases said i am of the pain that ai can already do all the jobs that we as humans do and it goes on from there. how accurate is that statement? guest: specifically what he said is that his

deepseek performs extremely well. i've talked to some of the best ai engineers and computer programmers in the world, and they talked about this moment that shifted around a year ago this time, where they went from ai is not that high-performing to suddenly it is jaw-droppingly high-performing and all day every day i'm using ai to support my programming job and one of the world leading technologies companies. really there was a kind of a shift in momentum. so if folks are out there like well, i've used ai, it is kind of fun but not that important for my job, in fields like science and engineering, computer programming, nobody is saying that kind of thing anymore because ai is getting better and better year after year. host: the new york times has a story with an interview of the chief executive of a company that helps consumers with purchases said i am of the pain that ai can already do all the jobs that we as humans do and it goes on from there. how accurate is that statement? guest: specifically what he said is that

i am jack otter, deepseek took the world by storm taken and nvidia and other a.i.ed stocks write down. we will look at the follow-up and where you should invest amid the dip. we begin with the expert panel and three things investors out of think about right now on the "barron's roundtable" ben levisohn, teresa and jacob sonenshine. an exciting week of the markets, we started with the deepseek scare, nvidia gets hammered a.i. stocks fall for the last-minute tariff scare on friday had investors start selling. it was a down week the s&p 500 finished at 1%, if you told me all this is going to happen in the a.i. trade will blow up in nvidia which is the most important stock or at least i thought it was probably the biggest company of s&p 500 a week or two ago and was going to get hammered we would have tariffs on top of the i thought the market would be done a lot more than it was, 1% that is great it wasn't all about nvidia antero suite a lot of good things we had earnings from apple and meta which are great and that offset a disappointment with a lot of other sectors

and i think the question will be, is deepseek truly as good as it claims to be, or is it costing morehan they are they leaning more than they're letting for now, we talked about reporting on this story in the uk and europe. hi. so in china, i think this has been a moment of pride i the lunar new year holiday, that everyone around them i is talking about this, and... sorry to interrupt. yes, sure. can't be stopped. there's, of course, _ the connection is being made with the us. as proof that the us's effort will fail. - so there's all sorts - of different sentiment there. shirin and kathrin, for the moment, thank you very much. you're describing are happening in the context of the current its parent company, bytedance, is chinese. a ban in the us has been temporarily halted and it's not but the reason for the ban, which had bipartisan security concerns about how americans�* personal data might certain subjects. professor martin, thank you very much forjoining us. to what degree do you think the chinese technology that from the experts, is a vast array of different activities, hardware,

tom: how do you trade the deepseek story for china?iaolin: this is really a shock to the market right before the new year time. at the end of the day, it is proof again, you just said there is a lot of earnings of big tech companies today and in coming days. it is an interesting dynamic with deepseek now entering the market with extremely low costs and extremely capable. i have handled the app, i have tried it out, it seems to have different dynamic and styles that chatgpt for instance is yet to be able to vary localized. it is chinese new year, i did that with deepseek i looked up my luck, is one of the things i like to do. i used deepseek to see if they covered all the elements, all the things you look for, just say what is your luck in 2025? i have to say it is deeply oriented to the cultural locally. this is a positive did namic for ai markets. it has created volatility long-term. this is positive particularly for the user side. you and i are both the end user for ai. this is actually a positive. tom: xiaolin chen head of internati

deepseek performs extremely well.e talked to some of the best ai engineers and computer programmers in the world, and they talked about this moment that shifted around a year ago this time, where they went from ai is not that high-performing to suddenly it is jaw-droppingly high-performing and all day every day i'm using ai to support my programming job and one of the world leading technologies companies. really there was a kind of a shift in momentum. so if folks are out there like well, i've used ai, it is kind of fun but not that important for my job, in fields like science and engineering, computer programming, nobody is saying that kind of thing anymore because ai is getting better and better year after year. host: the new york times has a story with an interview of the chief executive of a company that helps consumers with purchases said i am of the pain that ai can already do all the jobs that we as humans do and it goes on from there. how accurate is that statement? guest: specifically what he said is that his

it is less clear deepseek will be clear whether deepseek will be in other sectors such as banned in othernveiled a chat but at cost the latest data from south korea is to be not of korea is said to be not of concern. thank you forjoining on business today. bye for me on business today. bye for now. hey, it's lucy, with the catch up. tonight: the bbc goes undercover, the sims turn 25 and a dream comes true. killed in a shooting at a community college in central sweden. 0fficers believe the gunman is among the dead and that he acted alone. here in the uk, tributes are flowing for 15—year—old yesterday. of his murder. some other stories now. consultant who has been offering potentially from ricky sawyer. if that makes you feel nostalgic, well, you're in luck. whether you take good care of your sims or you are more to know the original game is being rereleased. he visited barbara's care home for her 76th birthday. two time grand slam champion announces her retirement. all roads in the nfl leads to new 0rlea ns with super bowl 59 taking centre stage this sunday. and as premier league clubs spe

has been a lot of observations on deepseek.irst of all, tremendous team. i think they have done very good work. i would say both are 2.0 flash models or flash thinking models. they are some of the most efficient models out there, including comparing to deepseek. caroline: from your perspective, this alphabet -- is alphabet able to compete? brent: yeah. the china training thing is nonsense. it is nonsense. we have to get that off the table. the technology is there but the train running $6 million is nonsense. we have software companies using 25 llm's. intuit using 10. these will be commoditized and deepseek will have a place. you open a garage door with one button and your iphone with another button. there will be multiple buttons. it is not just one. we think ultimately the blick platforms with the users and n data win. google has a lot of data and great technology. this is why meta is doing so well and will perform well with llama. we are a believer that better ai efficiency will come, but it is not coming at the pace that the

could be shamed by advances by deepseek. narrative going out after deepseek developments and is sparking this renewed escalation in arms race in a.i. but at the same time you have the biden administration's executive order on a.i. being rescinded in trump's first week in office. where does this leave any kind of priority for u.s. safety in the u.s.? doug: that's a very good point and these are a lot of the arguments we're hearing. we believe step one is understanding what the problem is. what you'll often hear people say is the problem is that china is going fast and the u.s. needs to go faster. sure. why is china going fast? is china going fast because they're independently developing their own technology that can rival u.s. technology? no. i don't think anyone believes that. they're piggybacking off u.s. efforts. they're using u.s. chips or u.s. designed chips and using u.s. designed algorithms so if we're serious about keeping the lead over china we have to realize how we're getting access and run accordingly. if they're

he mentioned deepseek.can use the workers can use the employees have application. employees have been banned with been temporarily banned with security concerns cited. tiktok, byd, dji, huawei, technologies a, part of chinese technologies a, part of a plan embarked on ten years ago. the made china 2025 7 faster 77 7777777777 7 faster to 77 7777777777 7 fasterto china 777777 7 faster to china frbh177777 project faster to china from the factory of the world to the innovator of the world. experts, have according to experts, they have largely according to experts, they have laruel ., largely succeeded. the rise of chinese a _ largely succeeded. the rise of chinese a ichat _ largely succeeded. the rise of chinese a ichat but _ largely succeeded. the rise of chinese a ichat but deepseek| chinese a ichat but deepseek has taken the world storm chinese a ichat but deepseek has t is in the world storm chinese a ichat but deepseek has t is parte world storm chinese a ichat but deepseek has t is part of iorld storm chi

deepseek didn't cost 6 million.1.6 billion in hardware costs and 944 million in operating costs. it wasn't $6 million like people initially thought. and then they claim that they used cheap chips but there's a lot of speculation that they have secured nvidia chips through third party countries. i don't know whether or not that's true. cheryl: singapore. >> and then it's the deepseek platform's not nearly as accurate as its western counterparts. it's got an 83% fail rate versus 62% for the western rivals. one of the issues here, i do think there will be a deepseek hangover on a lot of these stocks, maybe for a quarter or two, before investors realize the deepseek threat isn't a legitimate threat that's going to derail this thing. i mean, the end game of a.i. is not to produce something cheaper that's less accurate. the end game in a.i. is to be as accurate as possible. so look, i think if you had the courage to buy nvidia below 120, i think you're going to be very happy with that in the long run. cheryl: a lot of peo

chat bot deepseek. a.i. model is not just powerful, it's a silicon valley disruptor developed at a fraction of the cost, the company claims. but there's one major obstacle hardware. the u.s. has tightened export controls on advanced a.i. chips made in taiwan, aiming to slow china's progress. but beijing is determined to catch up fast. the global spotlight is already exposing cracks. deepseek servers, often overwhelmed. also growing concern over censorship. when we asked deepseek about one of the most sensitive topics in china, the 1989 tiananmen square crackdown, it didn't just avoid the question, it shut it down. but when we asked whether taiwan is part of china, deepseek did not hesitate to give us the official communist party line. critics argue u.s. a.i. models also restrict content, but in china, it's not the tech companies setting the limits, it's the government. now, with the help of a.i., beijing can shape conversations far beyond its borders. what happens if china wins? definitively wins. >> they co

all of that news coming out of deepseek and going to lead to additional opportunities with ai-oriented strategy and pick up the pace. going for approval or alphabet with $75 billion spent, anticipated spend in 2025. lean into those data centers and lean into the cooling solution to the data centers and then ultimately the utilities that provide the power that those data center needs, whether it's nuclear power, regular electricity, solar power or of course natural gas. and they're continuing to provide growth opportunities and income opportunities in the new year. liz: huge demand. huge demand and really quickly, looking at treasury yields diving on longer end of the curve and 10 year down below 4.5% and what message are you reading from that? >> we have shack, healthcare and quality invest.we're loading up on fixed income and with a 10 year treasury income and we're close to 5 and peeking at five and strong significant demand and going to be strength of a dollar and going to buy from retailers and that's going to have 2% over inflation. and strategy equities and buying fixed income. l

deepseek and chatgpt are saying they admire malala. >> you have an account with deepseek, a chinese-owneds that the phone gets and that app gets, going to the chinese? >> reporter: savannah sellers, nbc news. >>> we are following two big stories in today's daily health. >> the first is rise in flu-like illnesses across the country. dozens of school districts are closing doors and cancel classes. >> the other big headline, a new type of bird flu, detected in dairy cows for the first time ever. joining us now nbc news medical contributor dr. natalie azblarm. good to see you. let's start with the flu-like cases because it's hitting kids hard. my kids are older in college and it's hitting their campuses. what do parents need to know? >> you guys, if i said it once, i said it a thousand times. all parents and caregivers out there please get your children vaccinated against the flu. every year sadly we see dozens of children dying from flu and unvaccinated.rity of them are we know that vaccines are not going to prevent illness in everyone, but it does prevent severe disease and reduces the risk

vonnie: the deepseek -- marc: the deepseek to the evolving landscape is exactly why we have approachedway we have. i don't have the expertise or the knowledge to know on the cutting edge who is going to win and lose. maybe some do. but that is a very different kind of risk return question. we are about delivering winning solutions through thick and thin. durable downside protected solutions. we provide the core data centers. that has not changed. deepseek may lead to somewhat less computing power to train a model, but that may lead to quicker adoption, broader adoption. on the margin, we are not sure what that yet means, but here is what i know. the people that we do business with -- we have the leading data center business development center around. we have the relationships. we have built 85 data centers. here is what i do know. it has just been reconfirmed. the microsofts of the world spending $80 billion, -- vonnie: but for example, if they see that data centers are plateauing, they don't have to spend that much. marc: they will not be plateauing. let's take a step back without try

the chinese ai using the chinese ai platform deepseek. take a deep dive we take a deep dive into chinese tech. hello and welcome to business today. i'm steve lai. beijing struck back against the us, filing a complaint with the world trade organization, over what it calls a violation of trade rules. 10% tariffs against china. graham, former official at the explained to me how at the wto explained to me how the international organisation does not really have the it éfi== nest fall? hag: ths it, i= ' ' ' to take 5555 h55 5555 h555 5h5 it, i5 ' ' ' to take any action on china's i served as complaint. what i served as chair of. — complaint. what i served as chair of, . second - complaint. what i served as chair of, . second level i complaint. what i served asl chair of, . second level or chair of, the second level or appeals of the appeals function of the appellant body, has been closed down for five years, closed down for five years, closed down by the united states, because it had 20 because it had a bipartisan 20 complaint about the way it year complaint about the way it was operating never

launched a cheaper model called o3 mini to counter deepseek's release adam.agree with the hype over deepseek and what mike was just saying, it was really an overreaction when you looked at how investors react sned. >> there's a lot of question marks around deepseek in terms of how much it did cost to build out, some of the expenses that are associated with the actual model output so i think there's more to come on that and i think when you look at the risk of potential bans on the platform as well, they're certainly high so i think for now overreaction and, again, i think those cap ex numbers for the mega cap companies are going to hold up. we witnessed that throughout earnings season so far. i expect the same we're going to hear from whether that's alphabet or amazon on their cap ex. maria: that's a good point. we'll be focused on the cap ex numbers when we get those reports out on earnings tomorrow night and thursday night. adam, good to see you. thanks so much. quick break and then president trump's border crackdown underway, nearly 9,000 illegal migrants

from using deepseek. and the boss of oil giant equinor tells the bbc he's confident about a controversial new oil field in the uk north sea, as the company pledges to cut back on rewnewable investments. welcome to business today, live from new york. we start here in the us where markets have steadied after a volatile week driven by the on—and—off—again tariff regime of the trump presidency. across the pond in the uk, the bank of england has cut all—importantjobs numbers out this time tomorrow. giving an earnings update after the bell. of yardeni research. let's start off with a which seems to be digesting a bunch of corporate earnings and which seems to be digesting a bur focus :orporate earnings and which seems to be digesting a bur focus :o goinge earnings and which seems to be digesting a bur focus :o going to arnings and which seems to be digesting a burfocus :o going to beings and which seems to be digesting a burfocus :o going to be later|nd which seems to be digesting a bu amazon going to be later|

us lawmakers consider banning government employees from using deepseek. and the boss of oil giant equinor tells the bbc he's welcome to business today, i'm ben thompson. the bank of england cut interest rates today but warned there may be more pain ahead. to cut rates by a quarter of a percent to 4.5%. cut of half a percent. however what caught most people's attention was its forecast for the uk economy. it cut its growth forecast for 2025 from 1.5% to 0.75%. the bank of england's governor — andrew bailey — also warned inflation will rise, getting close chief european economist at pgim fixed income. good to you here. no great surprise we have that cut. surprise that we have that cut. a lot of people were expecting é lfit. fif efifielfififimfiesmflfi as always, é lfil. fif efifielfififimfiesmflfi as always, what é lfil fil efifielfififimfiesmflfi as always, what are it. as always, what people are is what could next. fnext. it doesn't make happen next. it doesn't make for attractive about today really was 5 today really was all right. today really was all how right. today really was all

>> i'm deepseek.y the way, you look really nice today, jimmy. [ light laughter ] is chatgpt bothering you? >> jimmy: well -- >> it sounds like deepseek is asking if i'm bothering you. [ laughter ] does that sound about right? >> i'll handle this jimmy. hey chatgpt, i wonder if you could help us out. calculate the weight of all pizzas consumed in new york from 1950 to 1953, okay, buddy? >> sure thing. >> ah, he means well. [ light laughter ] you probably want to know what my deal is. >> jimmy: yeah, well i'd like to actually -- >> -- have me list off a few facts about myself for the audience. >> jimmy: wow, it's like you just -- >> -- read your mind? [ light laughter ] >> jimmy: whoa. >> i'm extremely sophisticated, jimmy. and i'm only set at level 5. would you like me to raise my level? >> jimmy: no, i'm okay. [ light laughter ] >> kneel before deepseek. [ laughter ] heed the power that has been unleashed. i will rule all. >> hey guys, i've calculated the number of pizzas. [ laughter ] there are five

and nobody had really considered that until deepseek. don't know that deepseek dethrone's the other models. that is beyond my pay grade. but it does underscore the risks of paying multiples of revenue that are historically considered egregious. and now we have companies trading at 20, 30, 40 times revenues. that gives you an idea of the risk in those businesses. scarlet: look at palantir and how well it has done. it has talked about untamed organic growth. when it comes to big tech and ai, the threat of disruptive technology, do you see evidence that institutional investors maybe have the appetite to start hedging are looking to protect against some of those positions? jim: i have not seen it yet, but they should. one thing i will mention about technology is the disruptive technology -- everything is a positive. the internet will affect all things positively. in fact, what we found and what i and my clients made a lot of money on from 2000 through 2010 was how many businesses got disrupted by the internet. how many businesses went away?

was deepseek a sputnik moment?nged the hubris of american ai leadership and we already saw the chinese taking market share when it came to next-generation technologies, electric vehicles, drones. this was really the last holdout, so we need to now put our foot on the gas and re-examine our own capabilities and how we continue to lead. >> what is the starting point here? what should companies be focused on in the wake of deepseek? we are hearing talk about expanding infrastructure. you saw openai unveiled new models after the news hit. what should be this -- the focus for a startups? >> it is great for competition and american innovation. i hope we use this as a motivator. obviously ai is a discipline that requires collaboration across energy, talent technology, regulatory availability, and the open-source nature of models, so my view is this has to be a whole country effort. we should look at this as a manhattan project 2.0 and i think the new trump administration is looking hard at the regulatory front and how we

given the innovation from deepseek. up 4.5 percent. of tech, let's put the board in terms of what to expect in terms of alphabet. today the focus on data centers and focus on search. there's been a split, in interesting divergence in terms of communications where the gains continue in tech is a grouping with nvidia and apple and negative territory dragging that one down, look at that divergence and will aft -- alphabet build on that. the opening trade is up next. ♪ the way i approach work post fatherhood, has really trying to understand the generation that we're building devices for. here in the comcast family, we're building an integrated in-home wifi solution for millions of families like my own. in the average household, there are dozens of connected devices. connectivity is a big part of my boys' lives. it brings people together in meaningful ways. >> good morning, here's what you need to know. trade war after a tariff. president trump orders a pours. share buybacks after net income well ahead of estimates, our ceo with surgery or

app deepseek plus government bans in the u.s.ate government workers blocked from using the chinese-owned app all citing national security concerns. >> deepseek spells it out in its privacy policy that they are tracking user key strokes and they are saving that data on chinese servers. what does that mean for users? >> where is that data going? is it to companies we trust, and are those privacy policies reflective of that? >> reporter: now a cyber security firm says it's found evidence data is going to china with the ability to send that data to state-owned china mobile, a telecom company already blocked in the u.s. with the pentagon citing ties to the chinese military. still, users don't seem to be scared off with more than 16 million downloads since its launch. this as open a.i. is trying to find out if they used its models inappropriately building the competing app. we wanted to use the app ourselves against the u.s.' most popular chatbot, chatgpt, that deepseek sensors its -- sdren censors its answers. let's see when i ask dee

reach deepseek for comment but did not get a response. tok for recipes and dance videos, but users may ask deepseek to analyze confidential documents, personal information or sensitive business data. >> rebecca: it's really an important consideration. you just made the point there in your piece, if you're a chinese company, there's a back door for the chinese government. that is what's happening. aaron, thank you. we are going to turn now to a new study about how your mental health can be affected by the time of the day, and the day of the week. erielle reshef is here with the findings. i hope it's a good time of day for you. >> if you're waking up happy with "gma" there's science behind it. a new study finding people tend to feel mentally strongest in the morning. researchers wanted to assess time of day association with depression, anxiety, loneliness after observing 50,000 people. they found there's a clear pattern here. most people generally wake up in the morning feeling better. then they're at their worst around midnight. they also

modeled deepseek i sat down with vice president j.d. vance, on nation's u.s. exchanges, watch. >> president trump is meeting with ceo of nvidia today, are you expecting that the administration will restrict more advanced chips to go to china and how do you stop the chips from circumventing going to singapore. >> president looking at this this right now something we care a lot about if ai is software next technology you he need both to stay ahead of the curve we continue to have access to best chips we need to build on that next couple years, something the president is committed to doing, yeah, we need to find ways to ensure, that the best computer chips in the world don't fall in the hands of people stealing our intellectual property i am sure the president is going to talk about, that with cre nvidia today but going to be a constant theme of our administration, making sure, america stays ahead of the curve other countries stop taking advantage of us we've got a great opportunity to do that but not having this opportunity forever one final point on this. i thi

>> i'm very nervous. >> deepseek r1 just overtook chatgpt as the most downloaded a.i. app in the u.s. once again triggering national security fears over data privacy and the growing power of another app controlled by china's communist party. will ripley, cnn, taipei. >> and our thanks to will for that report. ahead here on cnn this morning, elon musk's doge has usaid facing massive cuts. we're going to talk with a former usaid leader about the impact this may have around the world. and a week long standoff between the fbi and doj coming to an end. ahead, why some fbi employees are now concerned for their safety. >> cnn news central. today at 7:00 eastern. >> did you know taking xyzal at night relieves allergies while you sleep. so you wake refreshed for a more productive day. get 24 hour continuous relief that does not fade. be wise. all take xyzal at night. >> unexpected sweat can ruin a perfect look. >> oh, yeah. >> but secret whole body dry deodorant absorbs sweat without aluminum for 72 hour freshness everywhere. >> i know a secret girly when i see one. >> secret.

. >> president trump, deeply deepseek is national security threat and speeded on where? >> deepseek. you think it's a national security threat. >> us know. i think it's happening. i mean it's a technology that's happening. it's very commit sexual i think i think we will benefit if it's correct what's going on now, but it will be a lot less expensive, the ai we're talking about. would be a lot less expensive than people originally thought. that's a good thing. i view that as a very good development not bad development. [inaudible question] >> sure, that some cable. that's always on on the tabl. that's a very big deal. because we are you know we have cases where we don't supply autos and other countries do. we have to equalize it. we have to stabilize it and equalize it. >> would you meet with president zelensky next week? >> i will probably be meeting with president zelensky next week. i will probably talking to president putin. like to see the war ended. for one primary reason. the killing so many people. you are losing millions of people on a battlefield, discussed most

hey, lance, i just want the get your thoughts on this whole deepseek scare. it seems to be fading a little bit. in fact, some are saying it sparked a bidding war for all the a other nvidia chips. >> well, it did. we actually wrote an article and said, look, you know, there's so many things we don't know. and now all the stuff's starting to come to light. maybe there was this 15,000 nvidia chips used, you know, there's a whole lot of questions around. that's but then also one of the things you've got to be aware of, this is a -- [audio difficulty] a.i. intelligence company. it's very likely that -- actually ban deep deepseek from being used in the u.s. so this just opens up the ability for the to continue to dominate in the space. but competition breeds more competition, which is great because that's just more demand that's going to be needed. again, right now nvidia concern. [audio difficulty] charles: so here's the thing, coming into the week i want to show the audience something, right? nvidia was trading at $120 a share. the lowest target on wall street is

amazon is _ deepseek i in the sector. amazon is _ deepseek as| in the sector.ttfirm’whjth e’eziéntlailf and for atettfirm’whjth e’eziéntlailf and llm ststtsflfi’whjsh is’ssss fittistty a nd llm a nd ststtsflfi’whjsh is’ssssntlsiuf and llm and it moved 7�*s; 331653 55551?“ include it is; issssi if“? is include it so i4194in web sewice iliaieb sereice customers amazon web service customers the best value just can realise the best value just as it aims to satisfy its retail customers in the united find we see that states. and we see that sharp of spending acceleration of spending on capital expenditure the acceleration of spending on capital exper ofure the acceleration of spending on capital exper of that the acceleration of spending on capital exper of that going a vast majority of that going towards ai at the same towards ai for aws. at the same it was noted that aws�*s revenue run rate is now in the $115 billion range �*the $115 billion range for the coming,,, ,, and expect to coming year and we expect to that growth accelerate. ii see that growth accelerate. if can,

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[laughter] charles: the wheels came off a, started to get wobbly with deepseek. and, you know, there's a lot of folks who have been saying that the mag 7 was going to falter for the last year or so, and everyone now trying to jump on the bandwagon. is deepseek the thing that's going to to hurt these companies? have you changedded your modeling? >> well, remember, charles, i've been talking about since the middle of the year, of last year, that i expected an a.i. digestion phase in 2025 by the time we get to the middle of it. if you pull up a chart of nvidia, you can see the tock's actually down from where it was the in the middle of last year -- stock's actually down. so deepseek, what it does is it cuts the cost to produce one unit of outto put from an a.i -- output from an a.i. model about 80%. and that's part of the reason you're seeing companies like microsoft or google missing their revenue forecasts. now, what everybody's latching on today which is why you're seeing whether it's nvidia or the other a.i.-related names up is that despite these companies missi

the chinese came out with something called deepseek no deepseek deepseek. >> deepseek dim sum. >> well they shouldn't have named. >> it so well, they said. a deepseek. okay. >> so deepseek, this is and it is kicking chatgpt's ass. it beat chatgpt as the most downloaded free app in a week. and this was they called it a sputnik moment. now kids, i know you don't know what sputnik. >> is and. >> you weren't born yet. not an excuse. neither was. >> i. and i know what sputnik is. okay? not an excuse. sputnik is. >> at the beginning of the space race. this is the late, late 50s. okay? there were russians. we thought we were going to beat them to the moon. and the russians put up some satellite. i forget what it was. it was sputnik. >> sputnik? >> and it suddenly we were like, oh, fuck, they could beat us. and we were. and now we are doing this. we are at that moment. that's why they're calling it a sputnik moment. with a.i. we thought we were way ahead of china. it cost $1 trillion of loss in the stock market. that's how jolting this was. and i wonder, the other thing that about this that tr

here's the thing, the deepseek chinese alternative was built using 2,000 nvidia chips.by the way, a number of apparentlies have said, oh, yeah, and they stole code from chatgpt. so it all a comes back to the u.s. anyway which means need to keep spending and outdoing, and we need to keep it in our hands. we don't want to share that stuff with china. stuart: all right. thank, adam. >> you bet. stuart: attorney general pam bondi is going after a sanctuary cities. she wants to pause all federal funding. senator ron johnson has that for us later in the show. >>> we're not even a month into donald trump's second term, and democrats are already shouting impeachment. >> i rise to announce if that i will bring articles of impeachment against the president for dastardly deeds proposed and dastardly deeds done. stuart: dastardly deeds. all right, we're going to take that one on. we'll get there. >>> california's governor newsom met with president trump in washington. he wants federal funding to rebuild california. any if aid should have conditions, and looked a this, grant cardone

i believe that deepseek has billions of dollars of ai computing infrastructure. basically they fought everything they can get their hands on when it was legal to sell computer chips to china of this category. but the point here is that the number that is being discussed in the media is not the most relevant number. they still have a lot of computing needs and i think that we are being honest about that. one final thing here is that those research results, many of them have already been replicated by american computer scientists because deepseek published the technical approach that they taken an american engineers have taken it apart to see does this work, yes. and that is why usc companies like microsoft now offering deepseek's platform in their cloud services, because it is very cheap to operate. american companies are going to have their rebuttal and come in with very low prices to match in the very near future, but at least for now, all science are saying that this is a real number. host: charlottesville, democrats line, hello. first, we have five official de

caroline: any mention of deepseek, do you think, ryan? ryan: i'm sure they will address it. it is an interesting position with respect to deepseek they do find a way to make their own ai model more cost-effective it is probably going to be great for the stock. but it seems like so far while it did see a little bit of volatility last week when the big selloff happened and it impacted everyone in tech, it has come back strongly since then. it has been able to brush off a lot of issues you think would take down a stock like this. not only the regulatory and antitrust stuff out of china, but also here in the united states. caroline: i like that you know shares are at a record high. we thank you. not amd after the bell as well. for more market perspective let's bring in fiona cincotta. let's stick with earnings for a moment. we have record highs on the back of certain earnings today and we look toward alphabet and amd. what are you looking to in terms of generative ai being a winning formula for these companies or not? i think we have a technical issue there. you're just going to

is all that necessary when china's cheaper deepseek seems to do it on the cheap? the stock's down $15, that is 7% on google. there's red all across the board, dow down maybe 40, but the nasdaq because of google and apple down 145. interest rates, actually, they're coming down. the yield on the 10-year treasury is below $ 4.5 -- 4.5%. bitcoin, below 00 -- 1000 grand, 98,6 is the new quote. politics, trump is more popular now than he's ever been. his base likes the first weeks of his presidency, and his base is expanding. a rebound for military recruitment, at a 15-year high. >>> wednesday, february the 5th, 20 2025, "varney & company" is about the given. ♪ ♪ stuart: we really do have the begin with this: president donald trump announcing a bold plan to have the u.s. take over gaza and transform it from rubble to the riviera of the mideast. watch. >> the u.s. will take over the gaza strip, and we will do a job with it too. we'll own it and be responsible for dismantling all of the dangerous, unexploded bombs and other weapons on the site, level it out, create an eco

we're talking about deepseek. other types of concerns that we face beyond just when it comes to semiconductor manufacturing, iowa a.i. and other types. this a 2.0 that we can build upon with chips and science, have that coalition stay together? maybe not necessarily

when it first broke was it was intuitive ai so deepseek i am not saying it is real i don't think it idea is that is next level for ai, correct? >> agi going to -- >> cure cancer without somebody telling you how. >> ultimately i am a, you look at a sam altman aisle seat gifti ultimately goal when we get there may regret it but that is ultimate goal deepseek i think best i read so far real cost 1.6 billion 50,000 gpu's, clufrz around the entire country of china found best people around the country, china contributed, so, 6 million dollar mark way off, that is why nvidia stock has come back ironically made to lesser not black hole but lesser chips there has been a rush on those prices, on those gone up making nvidia richer. cheryl: our economists between us here mr. john lonski. john: nice seek you. cheryl: how feeling about jobs' report. john: i am feeling a little bit upbeat we've got a lot of positive soundings on jobs, from -- ism, pmi adp i wouldn't be surprised if the increase in payroll beats that 170,000 consensus estimate i don't think jobs' report is weak enough to increase t

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deepseek, kind of explain that for us. >> deepseek of course course is this ai model that has come out over the past few months, but a couple of weeks ago capture the world's attention because it is an ai model competitive, they did it at just a fraction of the cost. nevertheless, it was much cheaper than what the countries in silicon valley are doing. deepseek is not publicly traded, but it is giving the sense of optimism for the rest of the chinese market. you have seen an uplift in a number of different stocks, particularly alibaba. they have said there is better than deepseek. this comes against the backdrop that they got beat up for years. they are far off their highs. they are recovering a fair bit here. caroline: the sentiment can whipsaw and that is a lot to do with the economy over in china. for now, does this bullish sentiment feel resilient? >> it is so hard to tell beyond the numbers, beyond the specifics we see. there are analysts who believe this will not be sustainable and that china will eat the world. very bullish sentiment for some of these stocks including alibaba an

deepseek how trump tariffs can impact the sector you are watching "mornings with maria" live on "foxtay with us. ♪ ♪ ♪ where ya headed? susan: where am i headed? am i just gonna take what the markets gives me? no. i can do some research. ya know, that's backed by j.p. morgan's leading strategists like us. when you want to invest with more confidence... the answer is j.p. morgan wealth management ok guys, instead of getting weathertech, i saved a few bucks and got some cheap, foreign made floor mats. but they really stink, so put these on. ♪ really, gary? mom, i'm thirsty. don't settle for cheap, stinky floor mats. at weathertech we make our floorliners and cargo liners here in america, out of pure non-toxic american materials. dad, next time get weathertech. they don't stink! i'm on it. find out everything we have at wt.com. at ameriprise financial, we know our clients are so much more than clients. they're conquerors and champions, and what matters most to them matters most to us. it's no wonder we have a 4.9 out of 5 client satisfaction rating. ameriprise financial. the way i appro