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Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space.
Hosts: Paul Sweeney and Alix Steel
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Paul Sweeney and the Bloomberg News team cover the day's market action, with analysis from Bloomberg Intelligence analysts, Bloomberg Opinion writers and influential newsmakers.
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