Tuesday, January 28, 2025

Tuesday's News Links

[Yahoo/Bloomberg] Nasdaq Higher as Nvidia Rebounds: Markets Wrap

[Yahoo/Bloomberg] Dollar Climbs as Trump Puts Tariff Threats Back on the Agenda

[Reuters] Tech stock selloff deepens as DeepSeek triggers AI rethink

[Yahoo/Bloomberg] Oil Holds Slump as Trump Raises the Stakes With Tariff Threats

[Reuters] Currency markets jittery as traders assess DeepSeek, tariff concerns

[Yahoo/Bloomberg] Japan Tech Selloff Extends as DeepSeek Pressures AI Stocks

[Yahoo/Bloomberg] Trump Renews Universal Tariff Threat to ‘Protect Our Country’

[AP] Trump’s tariff threat worked on Colombia, but his plans for Canada and Mexico carry higher stakes

[Yahoo/Bloomberg] Trump Says Microsoft Eyeing TikTok Bid to Keep App in US

[Axios] Tracking Trump's executive orders: What he's signed so far

[Yahoo/Bloomberg] What Is China’s DeepSeek and Why Is It Freaking Out the AI World?

[Yahoo Finance] DeepSeek just revealed a huge risk to the stock market

[Yahoo/Bloomberg] Black Swan’s Taleb Says Nvidia Rout Is Hint of What’s Coming

[Yahoo/Bloomberg] PBOC Injects Record Liquidity Via New Tool as Yuan Limits Easing

[Yahoo/Bloomberg] Rare China Support Shows Vanke May Be Too Big to Fail

[Yahoo/Bloomberg] India to Inject $18 Billion Cash to Plug Yawning Liquidity Gap

[Reuters] German conservatives dip in survey as taboo break on far-right cooperation looms

[Bloomberg] DeepSeek’s AI Model Just Upended the White-Hot US Power Market

[Bloomberg] Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword

[Bloomberg] DeepSeek Shows China Playbook for Even Bigger US Shock on Chips

[NYT] The Fed Is About to Hit Pause on Rate Cuts. Here’s Why.

[NYT] Trump Threatens Tariffs Over Immigration, Drugs and Greenland

[WSJ] Fed’s Tariffs Response Hinges on Where Americans Think Prices Are Headed

[WSJ] Trump Ramps Up Deportation Effort After Slow Start

[WSJ] The Day DeepSeek Turned Tech and Wall Street Upside Down

[WSJ] DeepSeek Is Upending Wall Street’s Big AI Power Trade

[WSJ] How China’s DeepSeek Outsmarted America

[FT] Why Nvidia investors are spooked by Chinese AI upstart DeepSeek

[FT] Wall Street’s AI ‘bubble’ echoes dotcom excesses, Ray Dalio warns

[FT] China’s emboldened AI industry releases flurry of model updates