After the DeepSeek-induced ruction on Tuesday, Big Tech earnings reminded investors that it might be better to focus on companies already bringing in billions.

DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good for everybody else.

Chinese artificial intelligence startup DeepSeek rattled the U.S. technology sector after the company recently unveiled an AI model that is competitive with leading U.S. models b

With a model that offers comparable performance at seemingly a fraction of the cost, the DeepSeek chatbot is causing a reckoning over American dominance in the tech industry. The U.S. has imposed sanctions on advanced chip sales to slow down progress in AI elsewhere.