I’m back! Young from my journey to Davos, I am immediately jumping into it. He’s models of Deepseek are shaking technology shares this morning. of Ai Chinese Laboratory has brought new models in recent weeksand are cheaper than the Openai rival ones.
Deepseek models are open sources, which means they are available to anyone who wants to use them for free. This is a challenge for Openai, who keeps his best models owned and sets premium prices for them.
In a newspaper released last Monday, Deepseek revealed a new model of the one called R1 showing a new level “reasoning” – and has left a lot Leading researchers of the American industry are surprised.
The stroke of the Deepseek Nr. 1 in Apple App Store Graph of FREE Later Main Applications Later.
Is the last interruption in him, and the markets are feeling the shock, with Nvidia has fallen with more than 10% on Monday in the market.
Meanwhile, in today’s bulletin, we are focusing on the abundance of investors on the new administration has some questions whether People are getting ahead.
What is on the deck
Markets: Multistrat protective funds I just can’t leave Manhattan.
Technical: VC Twitter has found a new love – Linkedin.
Business: Breakfast is not getting cheaper soon Thanks to the price of eggs.
But first, heat the gates.
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The great story
Can it last?
Getty Images; Bi
There is a lot of uncertainty with the new administration. How investors feel about Donald Trump’s pro-business agenda is not one of them.
The stocks reached record levels during the first week of the president in office, and there is much hope that this is just the beginning. Trump’s constant message of deregulation and lower corporate taxes has excited investors for the resulting growth potential.
Some in the market, however, are not so convinced.
Jennifer Sor of Business Insider has a story of how investors can wear Trump -colored glasses that hide some real risks.
Much of the concern stems from the constant high interest rates, concerns that were set aside last week as investors focused on Trump’s pro-growth agenda. And while the aggressiveness of Trump’s tariff policy remains unclear, many believe that it will eventually push the highest inflation, further mitigating the views on stimulating norms.
While the market has chosen to look beyond the high rates, the ever-important 10-year treasury yield increased up to 13 base points during the four-day week.
Reuters/Lucas Jackson
However, the American market has the benefit of being somewhat the only game in the city.
European economies are in a much weaker position than the US, which damages the potential of future companies’ income there. And the threat to more adjustments makes them even less attractive.
China’s economy, meanwhile, is trying to get back. It is also one of Trump’s biggest foreign objectives. And while there is always a chance for reconciliation, this is a dangerous bet.
However, the US stock market is very focused on the names of capital technology, which some see as a potential risk. Albert Edwards, a famous strategist, shared three tables that illustrate how heavy things arewrites Will Edwards I BI.
But investors seem ready to continue to bet in the US. Meanwhile, with only one mandate to implement his plan, Trump has no time to lose.
This means that businesses (and the people who invest in them) will only need to prepare for a bumpy trip. John L. Dorman of BI, Brent D. Griffiths and Bryan Metzger have a summary of all shocking waves that Trump has already sent through corporate America During his first week.
News summary
The main titles
- Trump’s White House threatened then with fees for Colombia the opposite course after reaching an agreement.
- Why could Soana be Great Winner of Furia Meme-Manha.
- Inside Davos: Photo from the World Economic Forum, where world leaders and leaders go to the network and party.
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Trump and Musk are again in dispute. This time on the Prime Minister of the UK.
3 things in the market
1. The city of New York is still the center of the Universe of the Defense Fund. Despite interest in sunny places like Miami, regulatory files reveal most portfolio managers in multistrategic protective funds work by Big Molla. This includes funds like Balyasny, Citadel and Point72, which are headquartered elsewhere.
2. Inside the routine and style of leading a Citadel partner. Micah Nance runs a team of nine analysts and associates covering about 150 technological and media companies outside the Dallas Defense Fund office. He spoke about his 13 years by climbing ranks at the high profile firm, how he manages his time, and some career tips.
3. Here come the cryptocurrencies. The market and regulators are both behind the digital assets. As a result, both fintechs and traditional finance firms are completing the staff.
3 things in technology
1. Zuckermoon is over. Meta’s general manager was in the abyss to become delightful after his great change and renovation of the “woman’s boy”. But he has lost the best points with some since he gave birth to Meta’s fact control system, writes Katie Notopoulos and BI. Comments section – even the thought of it – It’s ruthless.
2. Noise around that vowel. Technology is not new, but investors are excited about the cases of its widespread use and the rapid sophistication of recent times. Bi spoke to investors about the unused opportunities they see In the sector, from real -time audio transcriptions to generating synthetic voices.
3. VC Twitter receives LinkedIn. Although the X remains the platform chosen for entrepreneurial capitalists, they have begun posting more on LinkedIn. QVs told Bi that they see the best “roi” in their posts on the workplace social networking site and that it is where the business can actually be done.
3 things in business
1. Free eggs are not on the horizon. The bird’s flu is nowhere to go and limits the supply. Meanwhile, an increase in the “quotation of eggs” of consumers is promoting demand. A push to handle chickens better is also not free – and all reflected in Current egg prices.
2. Eli Lilly’s miracles for losing weight. Maunjaro and Zepbound manufacturer hopes to close the Ozepic gap of competitor Novo Nordisk – and take things a step further. Eli Lilly’s obesity leader harassed an ozepic rival pill and a triple-threat injection “King Kong” to imitate bariatric surgery. Last dream: a once a year to lose weight.
3. General Z is already saturated with work – and has nothing to do with laziness. Less than a third of the new American workers felt engaged in their work last year, a report from Gallup revealed. The younger generation has not lost time taking a transactional view of the work, wrote ITO I BI. However, with the low engagement that costs businesses 9 trillion dollars a year worldwide, employers should raise it.
In other news
What is going on now
Insider Today: Dan Defrancesco, deputy editor and anchor, in New York. Grace Lett, editor, in Chicago. Ella Hopkins, Associate Editor, in London. Hallam Bullock, senior editor, in London. Amanda Yen, Associate Editor, in New York. Elizabeth Casolo, friend, in Chicago. Lisa Ryan, executive editor, in New York.