In tech earnings, both Microsoft and Meta said DeepSeek would not change their AI spending plans, preparing to spend billions on new AI infrastructure. More
Articles
Tariffs Appear on the Way This Weekend
Trump tariffs kick in tomorrow … is oil on the list? … inflation comes in as expected, but still high … Bitcoin’s next move … where Eric Fry is investing now It appears that new Trump-tariffs are a go. From the BBC: US President Donald Trump has said he will follow through with his threat… More
The Fed Pauses Rate Cuts (For Now) as Trump 2.0 Tariff Deadline Approaches
In today’s Market 360, we’ll consider the Fed’s unanimous decision to stand pat and discuss what it plans to watch closely in the upcoming months – including moves from the Trump administration. More
The Fed Gave the Green Light for Stocks to Rally This Week
While AI stocks were whipsawing up and down due to DeepSeek, the rest of the market quietly powered higher because of the Fed. More
How the DeepSeek Story Is Evolving as New Information Emerges
Is DeepSeek inaccurate? … claims of plagiarism … how DeepSeek’s technology works … the risks it represents … a roundtable discussion with our experts The DeepSeek story continues to evolve as new information comes to light. Let’s begin with Reuters: Chinese AI startup DeepSeek’s chatbot achieved only 17% accuracy in delivering news and information in… More
Must Watch: Our Top Experts Weigh In on DeepSeek and Big Tech’s Selloff
Earlier this week, InvestorPlace Editor-in-Chief Luis Hernandez sat down with the me, Eric Fry and Luke Lango to answer those questions and let you know what we believe investors should do now. More
Why China’s New AI Could Unlock the Next Big AI Investment Opportunity
The Chinese AI model DeepSeek R1 made its global debut late last week – and on Monday morning we awoke to a bloodbath. So, earlier this week, I sat down with InvestorPlace Editor in Chief Luis Hernandez and my AI Revolution Portfolio partners – Louis Navellier and Luke Lango – to answer your questions… and to consider what we all should be doing with our AI investments now. More
