In a week when AI chipmaker Nvidia suffered the biggest one-day loss of value on record and the Federal Reserve said it was in no hurry to cut rates again, a few gauges underscore markets' vulnerability to big swings.

DeepSeek's rise could challenge the sustainability of Big Tech earnings growth, a key pillar of the bull market rally.

In fact, this is a shortsighted view that misses the significant benefits that DeepSeek represents for the U.S. economy and for businesses worldwide. What’s exciting is that the