Did everyone forget about DeepSeek? What Wall Street is getting wrong about Chinese AI.

Market Intelligence Analysis

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Why This Matters

The article suggests that investors may be overlooking the potential of DeepSeek, a Chinese AI company, and that Wall Street's focus on U.S. hyperscalers may be misguided.

Market Impact

Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Shares of U.S. hyperscalers seem to have put DeepSeek in the rearview mirror. But if you look closely, a different story emerges.

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Original article published by MarketWatch on January 24, 2026.
Analysis and insights provided by AnalystMarkets AI.