Deepseek has shocked nvidia and brushing!

The markets have had a case of whipping in January. Rising bond rates weighed down shares earlier this month. Then the optimism spread in the markets as Donald Trump officially returned to the White House. And now, people like JPMorgan CEO Jamie Dimon and Billionaire Investor Ray Dalio warns that the share assessment has been too inflated. Not to mention Deepsake fearing hammering markets and artificial intelligence, dear nvidia. Yahoo Finance Executive Editor Brian Sozzi Chats with Carlyle Group’s research manager Jason Thomas, while the markets look on February. Thomas has been loud that the Federal Reserve should be less restrictive in his policy after a series of interest rates. Whether Fed gets the message at its closely monitored meeting this week should be decided. Thomas highlights concentration risk in the markets as NVIDIA (NVDA), META (META), Amazon (Amzn) and Microsoft (MSFT) continue to dominate the weighting of the S&P 500. Is it time to go to the hills on these shares during this earnings season, as each seems to increase the cost of AI projects? Thomas reveals his team’s latest mindset.

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