I’m back! Fresh from my journey to Davos I’m jumping straight to it. Deepseek’s models are spraying technology shares this morning. Chinese lab he has been distributing new models in recent weeksAnd they are cheaper than Rival Openai.
Deepseek models are an open source, which means they are available to anyone who wants to use them for free. This is a challenge for Openai, which keeps its main models of the owner, and loads the prices of premium for them.
In a letter released last Monday, Deepseek revealed a new flag model called R1 showing a new level of “reasoning” – and he has left most The highest researchers in the American industry amazed.
Hit Deepseek Nr. 1 in Apple App Store’s Top Apps Free Graph days later.
Is the last rift in him, and the markets are feeling the shock with Nvidia down with more than 10% premark on Monday.
Meanwhile, in today’s bulletin, we are focusing on the exaggeration of investors on the new administration has some to ask if People are going in front of yourself.
What’s on the deck
Markets: Multistrat protective funds Just can’t leave Manhattan.
Technical: VC Twitter has found a new love – Linkedin.
Business: Breakfast is not getting cheaper at any time soon Thanks to the price of eggs.
But first, bring the gates.
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The great story
Can last?
Images Getty; 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 shares reached record levels during the first week of the president in office, and there is much hope that it is only the beginning. Trump’s sustained message about deregistration and low corporate taxes has excited investors for the resulting growth potential.
However, some in the market are not so convinced.
Jennifer Sor of Business Insider has a story of how investors can wear Trump -dyed glasses that hide some real risks.
Much of the concern stems from high-interest rates constantly, concerns that were pushed 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 delay the highest inflation, further damaging the stimulating rates.
While the market has chosen to look at the raised rates, the ever-important yield of the 10-year treasure crawl up to 13 base points during the four-day week.
Reuters/Lucas Jackson
The American market has the benefit of somewhat being the only game in the city, though.
European economies are in a much weaker position than the US, which leads to the future potential of companies’ profits there. And the threat of more rules makes them even less attractive.
China’s economy, meanwhile, is trying to make a comeback. 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 has focused heavily on the names of Mega-Kapak technology, which some see as a close risk. Albert Edvard, a famous Bearish strategist, shared three tables that illustrate How much are the heaviest thingswrites Bi -in Will Edwards.
But investors appear to be ready to continue betting on the US, meanwhile, with only one term to implement his plan, Trump has no time to lose.
This means that businesses (and the people who invest in them) will simply have to prepare for a bumpy trip. John L. Dorman i BI, Brent D. Griffiths and Bryan Metzger have a partition of all Shockwaves Trump has already sent through America’s corporations During his first week.
News
The main titles
- White House Trump threatened tariffs in Colombia, then the turning course after hitting a deal.
- Why could Soana be of Great winner of meme-Coin rage.
- Inside Davos: Photographs from the World Economic Forum, where world leaders and executions go to network and party.
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Trump and Musk are again in opposition. This time over the Prime Minister of the UK.
3 things in the markets
1. New York City is still the center of the defense fund universe. Despite interest in sunny countries like Miami, regulatory recordings reveal most portfolio managers in Multistrategy Protective Funds work by the big apple. This includes funds like Balyasny, Citadel and Point72, which are based elsewhere.
2. Inside the routine and style of leading a Citadel partner. Micah Nance runs a team of nine analysts and collaborators covering about 150 technology and media companies from the Dallas Office of the Hedge Fund. He spoke to Bi for his 13 years by climbing the ranks to the high profile firm, how he manages his time, and some career tips.
3 here come crypto hires. The market and regulators are taking back after digital assets. As a result, both fintechs and traditional finance firms are the staff up.
3 things in technology
1. Zuckermoon is over. Meta’s general director was in the parliament of delightful making after his great rebuilding and “boy’s wife”. But he has lost Brownie’s points with some since they are hit in the facts control system, writes Katie Notopoulos of BI. Comments section – And even the thought of him – It’s ruthless.
2. The buzz around the sound. The technique is not new, but investors are excited about its widespread use and fast sophistication cases. 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 election platform for capitalists of entrepreneurship, they are starting to post more on LinkedIn. Vcs told Bi they see better “ROI” in their posts in the workplace in the workplace, and that it is where 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 is the limitation of supply. Meanwhile, an increase in the “quotation of eggs” of the consumer is the driving of demand. A push to handle chickens better is not free, or is all reflected in Current egg prices.
2. Wonders of Eli Lilly’s weight loss. Manufacturer Mounjaro and Zepbound hopes to close the gap with the Novo Nordisk competition ozepica – and take things a step further. Eli Lilly’s overweight the head of the pill to rival ozepic and a triple “King Kong” injection to imitate bariatric surgery. Last dream: a shooting once a year for weight loss.
3. General Z is already saturated with work – and has nothing to do with laziness. Less than a third of the young American workers felt engaged in their work last year, found a report from Gallup. The younger generation has not lost time taking a transactional view of the work, wrote ITO I BI. However, with low engagements that cost businesses 9 trillion dollars a year worldwide, Employers should increase it.
In other news
What is going on now
Insider Today: Dan Defrancesco, Deputy Editor and Anchor, in New York. Grace Lett, editor, at Agoikago. Ella Hopkins, Associate Editor, in London. Hallam Bullock, senior editor, in London. Amanda Yen, Associate Editor, in New York. Elizabeth Casolo, friend, in Agoikago. Lisa Ryan, Executive Editor, in New York.