Fears against Nvidia may be a fallacy. Amazon with weak guidance for growth.

The theory that DeepSeek developed a more efficient model that will make Nvidia crash in the AI race, may be a fallacy considering that at least for now, Nvidia’s largest clients are still spending and planning to spend large amounts of money on AI and Nvidia’s most advanced chips.

Amazon’s strong Q4 results were not enough to overshadow the company’s guidance for growth deceleration, interrupting on Friday the solid growth that the company had been experiencing in the stock market.