Chip stocks fell in overnight trading amid concerns over AI progress from China's DeepSeek. Huge earnings and the latest Federal Reserve meeting on tap.
Chinese AI lab DeepSeek released a powerful AI model that it claims cost just $6 million to build, using less-powerful chips. If true — or partially true — that could undermine demand for super-pricey AI chips and other gear.
SOXL fell 8%; Marvell, ARM, Nvidia fell around 5%; Broadcom, TSMC, Super Micro fell over 4%; Micron fell about 3%.
Big techs also slid in overnight trading. Tesla fell 2.88%; Meta fell 2%; Amazon, Microsoft, Apple fell over 1%.
Quantum shares slid in overnight trading. SEALSQ fell over 7%, Quantum Computing fell 5%; Rigetti Computing fell 4%; IONQ fell 3%.
Small cap energy stocks, nuclear stocks fell in overnight trading. NANO Nuclear Energy fell over 12%; NuScale Power fell 7.8%; Oklo fell 6.7%.
Crypto shares slid. Canaan, CleanSpark, Coinbase, MARA Holdings, MicroStrategy fell about 4%.
Robot stocks slid in overnight trading. Richtech Robotics slid over 11%; PALLADYNE AI, Nauticus Robotics fell 5%.
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