Market Moves
China’s DeepSeek Puts a Question Mark on AI Spending
The startup’s innovative AI model is raising questions about the future of AI stocks and capex.
Tag: semiconductors
Why U.S. Efforts to Regain Chip Dominance Are Uphill
The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.
How a Chinese Takeover of Taiwan Would Affect Investments
The chip-dependent global economy would take a hit. But maybe Beijing could at least do the deed sneakily, with no war. Think Hong Kong.
Asset Allocation
How Stock Investors Can Play the Supply Chain Snarl
JPM has a list of companies it says are holding up and should be ready to rock later.