Tuesday 01.28
Business Live – guardian
Trump Renews Universal Tariff Threat to ‘Protect Our Country’ – bbg
Starbucks Posts Smaller-Than-Expected Comparable Sales Decline as Turnaround Takes Root – Reuters
Stocks pare some of the DeepSeek downside while Dollar catches bid on Trump Tariff remarks – Newsquawk US Market Wrap
ChatCCP-Chaos Day 2: Dead-Cat Bounce, Or Is The Pain Over? – Ζerohedge
S&P 500 rises, Nasdaq jumps 2% in recovery rally after Nvidia-led sell-off – cnbc
Trump’s Federal Funding Pause Threatens State Financials – Reuters
Stocks making the biggest moves midday: General Motors, Lockheed Martin, Nvidia and more – cnbc
GM stock falls even as company beats analyst expectations on earnings – cnbc
LVMH Posts Subdued Sales as Wealthy Shoppers Remain Cautious – bbg
World’s largest luxury group LVMH posts better than feared full-year sales – cnbc
European Stocks Recover to Close at Record After AI-Fueled Shock – bbg
Conference Board Confidence Continues To Collapse Post-Election… – Zerohedge
Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword – bbg
OpenAI launches ChatGPT Gov for U.S. government agencies – cnbc
US Home Prices Surge To New Record High (Except In Tampa) – Zerohedge
BMW Sees Auto Margin at Low End of Guidance on Weak Sales – bbg
US Durable Goods Orders Tumbled In December As Boeing Bloodbath Continues – Zerohedge
Oil Fluctuates as Traders Weigh Tariff Threats, Russian Supply – bbg
Futures Rebound After Historic Nvidia Rout; Dollar, Yields Bounce – Zerohedge
GM’s Profit Outlook Draws Skepticism as Tariff Threats Loom – bbg
U.S. lawmakers in ‘uncharted waters’ as DeepSeek tests limits of American trade restrictions – cnbc
Software giant SAP upgrades outlook as CFO says DeepSeek is ‘good news’ – cnbc
European markets set to open higher, recovering after global sell-off fueled by AI concerns – cnbc
Hong Kong stocks rise after AI sell-off fueled by China’s DeepSeek drags Wall Street lower – cnbc
Monday 01.27
Business Live – guardian
Is (Chinese) Software Suddenly Eating The World? – Zerohedge
DeepSeek May Trigger “Negative Capex Impact” As Peak Data Center Occupancy Forecast Faces Revision – Zerohedge
Explainer-What Is DeepSeek and Why Is It Disrupting the AI Sector? – Reuters
Trump says China’s DeepSeek AI ‘should be a wake-up call’ for American tech companies – cnbc
Tech tumbles and havens rise as DeepSeek rattles markets – Newsquawk US Market Wrap
Nasdaq, S&P 500 Fall; China’s DeepSeek AI Model Hits Tech Shares – Reuters
DeepSeek Sparks Chaos Across Markets; Bloodbath In Big-Tech, Bitcoin, & Black Gold – Zerohedge
Nasdaq falls more than 3%, S&P 500 slides as China’s DeepSeek triggers Nvidia rout – cnbc
Siemens Energy Reports Preliminary Quarterly Revenue of About $9.4 Billion – Reuters
Stocks making the biggest moves midday: Nvidia, Oracle, Constellation Energy, AT&T and more – cnbc
Nvidia Calls DeepSeek ‘Excellent’ AI Advance, Dismisses Concerns – bbg
Power Providers Drop With Big Tech on DeepSeek AI Worry – bbg
European Tech Shares Tumble as China’s AI Push Spooks Investors – Reuters
European Stocks Pare Losses as Traders Snap Up Defensive Shares – bbg
“2025 Is Going To Be Great” – Dallas Fed Manufacturing Survey Soars Near 4-Year-Highs – Zerohedge
US New Home Sales Rise For Second Straight Year In 2024 – Zerohedge
Stocks making the biggest moves premarket: Nvidia, Microsoft, Constellation Energy, AT&T and more – cnbc
AT&T’s Bundled 5G, Fiber Plans Boost Quarterly Subscriptions; Shares Rise – Reuters
DeepSink: Global Markets Crash On Cheap China AI Panic – Zerohedge
Key Events This Extremely Busy Week: Fed, ECB, Inflation, GDP, And Earnings Galore – Zerohedge
European markets set to start the new trading week on a somber note – cnbc
Asia-Pacific markets mostly higher as investors parse China PMI and industrial profits data – cnbc
China PMI surprises as factory activity contracts in January; December industrial profits jump – cnbc
Japan chip stocks fall as DeepSeek’s challenge to U.S. AI dominance raises worries for Asian tech firms – cnbc