DeepSeek, Lumentum Holdings, and Jabil are discussed in the context of AI infrastructure stocks, with market confidence boosted by the FED's indication of rate cuts.

The entities involved

• DeepSeek →

  Chinese artificial intelligence company

  • China has restricted purchases of Nvidia chips, leading to investor fears about AI companies. An MIT report informed these concerns, coinciding with DeepSeek's model launch.Mon 22:51
  • Microsoft made DeepSeek R1 model available via Azure AI Foundry, while Intel and Microsoft exhibited at Light of Internet Expo.Fri 05:55
• FED →

  business

  • CoreWeave earnings boosted tech shares, while Fed officials Waller and Goolsbee were noted in recent reports.15:41
  • The Federal Reserve has targeted a 2% inflation rate, prompting traders to report on potential rate hike odds.15:20
• Lumentum Holdings →

  Telecommunications equipment company

  • Marvell Technology is reportedly close to acquiring Lumentum Holdings.Fri 21:14
• Jabil →

  American electronics business from St. Petersburg Florida

  Nothing else this week.

Related events

• Tai Hui and LING advise on China's tech giants, including DeepSeek, highlighting the financial backing of the AI sector.Oct 29
• DeepSeek's emergence prompted a revaluation of China's AI progress, coinciding with Beijing prioritizing domestic tech and Intel Capital backing Reconova's Hong Kong IPO plans.Jun 8
• DeepSeek's competitive models are causing financial stress in the AI sector, challenging revenue assumptions for cloud providers.Oct 23
• AI competition between companies like Intel and DeepSeek is contributing to market sell-offs, which are now linked to inflation and rate hikes driven by Middle East tensions.Jul 20
• DHS cited risks to sensitive government data involving Hangzhou-based AI company DeepSeek.Oct 19