Queda histórica nas ações da Nvidia após lançamento de IA chinesa
A Nvidia teve seu pior dia de negociação desde março de 2020, com as ações caindo quase 17% na segunda-feira, eliminando aproximadamente US$ 589 bilhões de sua capitalização de mercado. A venda em massa foi desencadeada pelo lançamento do R1 da DeepSeek, um modelo avançado de IA de uma startup chinesa que rivaliza com gigantes tecnológicos dos EUA, como OpenAI e Google. A DeepSeek afirma que seu modelo foi desenvolvido a uma fração do custo dos equivalentes americanos, levantando preocupações sobre a necessidade de gastos massivos em IA por empresas dos EUA.
O Nasdaq, fortemente voltado para tecnologia, caiu mais de 3%, com outras ações relacionadas à IA, incluindo Broadcom, AMD e TSMC, também sofrendo perdas significativas. Ações de energia, como Vistra e Constellation Energy, que haviam subido com expectativas de demanda de energia impulsionada pela IA, foram igualmente atingidas. Analistas expressaram opiniões mistas, com alguns considerando a reação exagerada e outros sugerindo que isso poderia pressionar as empresas dos EUA a focar em eficiência. A Nvidia, em um comunicado, reconheceu a DeepSeek como um “avanço excelente em IA”, mantendo a confiança em sua própria tecnologia. A venda em massa desencadeou um debate mais amplo sobre o futuro da infraestrutura e dos gastos em IA.

DeepSeek Panic Live Updates: Trump Calls AI Development ‘Positive’ Despite Tech Stock Plunge
The president spoke Monday afternoon about the new AI model that roiled the U.S. tech industry.
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Why Nvidia Stock Just Had Its Worst Day Since 2020
Shares of Nvidia tumbled Monday after the release of a sophisticated artificial intelligence model from a Chinese startup prompted a reckoning regardi
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NVDA, GOOGL, or META: Which “Strong Buy” Magnificent 7 Stock has the Highest Upside Potential? - TipRanks.com
The Magnificent 7 stocks: Alphabet ($GOOGL), Amazon ($AMZN), Apple ($AAPL), Meta Platforms ($META), Microsoft ($MSFT), Nvidia ($NVDA), and Tesla ($TSL
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What's Going On With NVIDIA Stock Friday? - NVIDIA (NASDAQ:NVDA)
NVIDIA shares are moving lower on Friday following soft guidance from Texas Instruments.
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Analysts Set Expectations for NVIDIA FY2025 Earnings
NVIDIA Co. (NASDAQ:NVDA - Free Report) - Cantor Fitzgerald issued their FY2025 EPS estimates for NVIDIA in a research note issued on Tuesday, Janua
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RTX (RTX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expe
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S&P 500 Retreats After Hitting Fresh Records: Investor Sentiment Improves, But Fear & Greed Index Remains In 'Neutral' Zone - NVIDIA (NASDAQ:NVDA), Nucor (NYSE:NUE)
Market sentiment improved, but remained neutral on Friday. US stocks closed lower, with some tech stocks falling.
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Nvidia calls China’s DeepSeek R1 model ‘an excellent AI advancement’
Nvidia called DeepSeek's R1 model an excellent AI advancement, despite the Chinese startup's emergence causing the chip maker's stock price to plunge
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DeepSeek Billionaire Rout: Nvidia’s Huang And Oracle’s Ellison Lose Combined $48 Billion
Oracle chairman Larry Ellison and Nvidia CEO Jensen Huang lost tens of billions on paper as shares of their AI-focused companies suffered as DeepSeek
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Biggest Market Loss In History: Nvidia Stock Sheds Nearly $600 Billion As DeepSeek Shakes AI Darling
Nvidia lost more market value Monday than the total valuations of American stalwarts UnitedHealth, Costco and Bank of America.
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Tech stocks slump as China’s DeepSeek stokes fears over AI spending
Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’
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