The DeepSeek sell-off triggered a whirlwind of analyst opinions.

JPMorgan’s Sandeep Deshpande warns of AI overhype, suggesting DeepSeek’s efficiency might reduce demand for costly GPU clusters. Jefferies’ Edison Lee echoes a potential capex slowdown for 2026. Meanwhile, Bernstein’s Stacy Rasgon calls the panic overdone, maintaining strong ratings on Nvidia and Broadcom. Citi’s Atif Malik emphasizes U.S. chip access as a lasting edge, despite challenges …

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Hungary May Not Renew Russian Sanctions

by Martin Armstrong Brussels has been eager to oust Hungarian leader Viktor Orban. The prime minister has grown bolder in his battle against Ukraine regarding the nation blocking gas imports from Russia. Orban has not declared that he may not renew the European Union’s required sanction on Russia unless Ukraine renews the Russian pipeline deal. A …

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Malicious attacks hit DeepSeek following its rapid ascent over OpenAI’s dominance, locking access to non-Chinese users.

DeepSeek, the Chinese AI upstart that dethroned ChatGPT as the most-downloaded free app on Apple’s App Store, has temporarily closed registrations, citing “large-scale malicious attacks” on its services. For now, access is restricted to Chinese customers, raising eyebrows and speculation. The move comes just as DeepSeek’s meteoric rise has disrupted the global AI landscape, sparking …

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Coldest weather since 1988

The weather this January has been the coldest since 1988. The average may change by the end of the month due to a warmup in some areas, but overall, it has been a January many will remember as being quite cold.

J.D. Vance tells “Face the Nation“ that the price of groceries are gonna come down but “inflation isn’t the #1 issue

JD Vance is asked about lowering the prices of groceries and babbles about jobs. If you recall, Donald Trump said this about voters' priorities: “They all said inflation was the No. 1 issue. I said, ‘I disagree." MAGA got conned. pic.twitter.com/fXpjCjEOEe — Art Candee 🍿🥤 (@ArtCandee) January 26, 2025

China’s DeepSeek dethrones ChatGPT: American worst nightmare

​​China’s DeepSeek has just launched a groundbreaking AI model that’s being hailed as a game-changer. With its energy-efficient design, open-source accessibility, and advanced reasoning capabilities, DeepSeek is already being compared to and even surpassing ChatGPT. What does this mean for the AI landscape, and why is it causing waves in the US tech industry? Dive …

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Dow futures have already tumbled 400 points today. Renewed inflation fears means no Fed rate cut this week.

Stock futures were down sharply on Monday on concern about an artificial intelligence stock bubble popping because of the emergence of Chinese startup DeepSeek that possibly made a competitive AI model for a fraction of the cost. Futures tied to the Dow Jones Industrial Average dropped 430 points, or 1%, while S&P futures shed 2.3%. …

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Should the Feds Lower Rates?

by Martin Armstrong Federal Reserve Chairman Jerome Powell and Donald Trump face off once again. The two have notoriously butted heads over interest rates, as Trump has accused the Fed of stifling economic growth by raising the cost of borrowing. Speaking at Davos, the president said he would “demand that interest rates drop immediately.” We …

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AOC Sends Her Supporters Bizarre Fundraising Email

This is a real email sent by the @AOC campaign cc: @elonmusk pic.twitter.com/bgOzAb9n0C — Evan Barker (@evanwch) January 24, 2025 For anyone asking, yes, it appears to be a fundraising email. Here’s the ask part of the email: pic.twitter.com/xobJ9D9hsZ — Evan Barker (@evanwch) January 25, 2025

HOLY CRAP…

I never claimed this was a newly released classifed document from Donald Trump's Executive Order. This has been a public government document for years. Source:https://t.co/BZJJzmdcyy — Evan Kilgore 🇺🇸 (@EvanAKilgore) January 24, 2025 Check out these MLK Document Pages: https://www.archives.gov/files/research/jfk/releases/104-10125-10133.pdf It’s part of the recent wave of declassified records from the National Archives, dating back …

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‘Your papers, please!’ U.S. citizens have been advised to carry identification, such as birth certificates or passports amid ICE raids

U.S. citizens have been advised to carry identification, such as birth certificates or state-issued IDs, amid Immigration and Customs Enforcement (ICE) raids under the Trump administration’s immigration crackdown. Reports indicate that some U.S. citizens, including Native Americans and even a military veteran, were detained during these raids, raising concerns about mistaken detentions. For example: – …

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Short sellers are giving up

Short sellers are waving the white flag, signaling the market’s strength—yet, it’s hard to ignore the overvaluation. With short interest plummeting to levels not seen in years, it’s clear the bears are backing down. But, this is a dangerous game. How long can these inflated prices hold before reality hits? The risk is too high, …

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The Trump administration is negotiating a deal that would see Oracle, $ORCL, take over TikTok alongside new U.S. investors, per NPR

BREAKING: The Trump administration is negotiating a deal that would see Oracle, $ORCL, take over TikTok alongside new U.S. investors, per NPR — unusual_whales (@unusual_whales) January 25, 2025 The Trump administration is currently negotiating a deal that would allow Oracle, along with new U.S. investors, to take over TikTok. This move comes after lawmakers passed …

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Affordable AI models like DeepSeek might expose overblown valuations in Big Tech investments… AI bubble popped?

by AdDisastrous7191 China’s #DeepSeek could represent the biggest threat to US equity markets as the company seems to have built a groundbreaking AI model at an extremely low price and w/o having access to cutting-edge chips, calling into question the utility of the hundreds of billions worth of capex being poured into this industry. DeepSeek was built …

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Perhaps some distance is healthy

Interesting. Seems perhaps some distance is healthy. https://t.co/O7pOtLpJjc — Dominic Michael Tripi (@DMichaelTripi) January 25, 2025 BREAKING: President Donald Trump's Chief of Staff Susie Wiles has reportedly limited Elon Musk's direct access to the President. — Dominic Michael Tripi (@DMichaelTripi) January 25, 2025

Paramount receives new offer at 75% premium

Here comes a plot twist: As Skydance Media and RedBird Capital Partners work to close the Larry Ellison-backed takeover of Paramount Global this spring, a consortium of investors who previously bid on the storied media conglomerate is mounting an eleventh-hour $13.5 billion offer. Variety has obtained a legal letter that is being sent to Paramount’s …

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Insurance canceled in Arizona. Sell, Move now.

New council in Arizona investigates homeowners insurance non-renewals The state created a new group called the Resiliency and Mitigation Council to investigate non-renewals and insurance affordability in wildfire-prone areas. “This council was actually formed to try to get ahead of some of this that we’re seeing in our state as far as non-renewals, cancelations, and …

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New York trying to pass law requiring background check to purchase a 3d printer

New York State Senator Jennifer Rajkumar sponsored State Assembly Bill A02228, which requires anyone selling a 3D printer capable of “printing a firearm or any components of a firearm” to “request and receive criminal history information.” According to Gizmodo, this gives New York State 15 days to conduct the background check and determine whether the buyer …

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Unsettling message spotted on Google Earth near Cesar Chavez Ave, LA: “HELP,” “TRAFICO,” “LAPD,” and “FEDERAL” written in debris Coordinates: 34°03’17.8”N, 118°13’32.2”W.

🚨 Unsettling message spotted on Google Earth near Cesar Chavez Ave, LA: "HELP," "TRAFICO," "LAPD," and "FEDERAL" written in debris Coordinates: 34°03’17.8”N, 118°13’32.2”W. Tartarian type bridge & corner building =100% tunnels in the area!! 🚨 pic.twitter.com/eFhKwtsy9D — Maria Omeara 🇺🇸 (@MariaOmeara13) January 25, 2025 pic.twitter.com/VxB0XMSbyR — Maria Omeara 🇺🇸 (@MariaOmeara13) January 25, 2025  

WORLDUnited Airlines Boeing 787 makes sudden drop mid-flight, injuring 38

At least 38 passengers and crew members were injured during an “unexpected aircraft movement” on a United Airlines flight bound for Washington Dulles International Airport from Nigeria, according to officials and the airline. United Airlines Flight 613, a Boeing 787-800, departed from Lagos, Nigeria, at 11:59 p.m. local time on Thursday. The pilot issued a …

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