Morgan Stanley acknowledges that DeepSeek creates some headwinds around export controls and longer term investment and that sentiment on Nvidia ...
Artificial intelligence (AI) investing experienced a shakeup at the end of January with the release of DeepSeek's R1 model.
Morgan Stanley (NYSE:MS) said in a note Thursday that it sees the recent selloff in Nvidia (NASDAQ:NVDA) shares, triggered by concerns over competition from DeepSeek, as a buying opportunity, ...