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  • Markets got a wake-up call as China-based DeepSeek’s AI chatbot took center stage.
  • Investors fear stocks like Nvidia won’t be able to justify their expensive valuations.
  • Here’s why some strategists think this news will be a net positive for US markets.

Investors just got a jarring reminder that artificial intelligence is still the backbone of this market, for better or worse.

The technology-focused Nasdaq Composite is up more than 80% in the last two years, largely thanks to optimism about AI and the productivity gains it promises. Companies have invested hundreds of billions of dollars into the semiconductors that power AI to keep pace with their peers, and in response, investors poured money into stocks like Nvidia and AMD.

But there’s now concern that the AI rat race has been more like a wild goose chase.

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