For years, there has been an assumption in the tech world that the U.S. was winning the AI race by a mile.

That all changed in an instant with the release of DeepSeek R1.

This AI model seems to equal capabilities of those produced by leading American firms, and also demonstrated significant breakthroughs in reasoning.

This shocking development raises a number of questions, including those regarding the demand for high-end chips, which has previously been the basis of sky-high valuations in that space.

Investors are also asking whether “hyper-scaler” cloud providers can justify their massive capital expenditures in AI infrastructure.

Our free February 2025 Zacks Market Strategy Report1 examines these questions and other economic and market issues including:

  • DeepSeek Sends Shockwaves Through the Tech Sector
  • How to Think About Tariff Policy in 2025 and Beyond
  • Magnificent 7 Companies Report Strong Earnings. Can They Last?
  • Bottom Line for Investors

If you have $500,000 or more, fill out the form to get your free report today!

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