Asian shares Friday were mixed, with Chinese technology stocks rising as most other Asian equities declined.Japan’s benchmark Nikkei 225 dipped nearly 0.72% in afternoon trading to 38,787.02. Australia’s S&P/ASX 200 slid just 0.

A tariff tantrum. DeepSeek’s deep impact. The Philadelphia Eagles’ return to the Super Bowl. Investors have seen plenty to put them on edge so far in 2025.

Alphabet revenue misses expectations, Robinhood Markets says Super Bowl bets are off, and more news to start your day.

Perhaps no stock was more profoundly affected by the news from DeepSeek than Nvidia (NVDA -2.42%). In a sense, DeepSeek validated its dominance by announcing its H800 accelerators

The ramifications of Chinese startup DeepSeek, with its promise of delivering cheaper, more energy-efficient alternatives to harness artificial intelligence, have yet to be fully reflected in U.S. equities. That’s the thinking of Don Townswick, director of equity strategies at Conning Asset Management, which oversees $170 billion in assets.

A warning of a U.S. stock market bubble, advises diversification into value stocks, commodities, and international equities to mitigate risk.

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores. Many retailers received fairly low stock quantities, as Nvidia reportedly experienced manufacturing issues.