Investors are reportedly selling shares in companies perceived to be vulnerable to disruption by artificial intelligence. This defensive strategy reflects a growing market trend where AI's influence is reshaping the competitive landscape, creating clear winners and losers.
Concerns are rising that AI models from firms such as DeepSeek could challenge the dominance and business models of Western tech companies. DeepSeek's models are seen as competitive with those of OpenAI and Meta, raising questions about the high valuations of AI-related stocks. Some analysts suggest DeepSeek could disrupt the current AI business model, which relies on high-end chips and extensive computing power.
This shift in investor sentiment highlights the increasing importance of AI as a key factor in stock market performance. Companies that can successfully leverage AI are likely to thrive, while those that fail to adapt may face significant challenges.
