HomeTechTechnologyDeepSeek Not 'Sputnik,' Stargate Tailwind for NVDA, CEG & A.I. Trade

DeepSeek Not 'Sputnik,' Stargate Tailwind for NVDA, CEG & A.I. Trade

Following Nvidia's (NVDA) $600 billion loss in market cap on Monday, Steven Dickens still believes chips remain strong. He thinks DeepSeek's market challenges "won't be structural long-term." Steven points to Stargate as an example of the U.S.'s strong push to fuel domestic A.I. growth. He anticipates chipmakers like Nvidia, Marvell (MRVL) and Broadcom (AVGO) to profit alongside companies like Constellation Energy (CEG).

Trading 360

31 Jan 2025

SHARE

ON AIR
3:00 am
Fast Market
replay
12:00 am
Market Overtime
REPLAY
12:30 am
Market On Close
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
ON AIR
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
5:00 am
Market Overtime
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Opening Bell With Nicole Petallides
9:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
education
7:30 pm
Liz Ann Live
REPLAY
8:00 pm
Market Overtime
REPLAY
8:30 pm
Market On Close
REPLAY
education
10:00 pm
Liz Ann Live
REPLAY
10:30 pm
The Wrap
REPLAY

Schwab Network's Newsletters

Daily insights for every investor