DeepSeek story is bad news for Nvidia and the microchip makers. It may be worse for these stocks.
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The article discusses the negative impact of the DeepSeek story on Nvidia and other microchip makers, highlighting concerns over AI-related nuclear plays that may not meet expectations.

January 27, 2025 | 12:00 pm
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The DeepSeek story negatively impacts Nvidia, as it raises concerns about the viability of AI-related nuclear plays, which have been a significant driver of Nvidia's stock performance.
Nvidia has been a major player in AI and microchip markets, and the DeepSeek story suggests that AI-related nuclear plays may not meet expectations, potentially affecting Nvidia's stock negatively.
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RELEVANCE 80