Stocks that may benefit from an AI evolution this year [Video]

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For many of the Magnificent Seven stocks reporting earnings, we knew tech would be in big focus this week. And then Chinese startup DeepSeek sent shockwaves to the market and upended our expectations of how much companies need to spend in that race for AI dominance. Interesting times.

Joining us now to discuss is David Sekera, chief US market strategist with Morningstar Research. David, always great to have you on the program, particularly when we got big themes like this. Let’s talk about– that was Monday, right? I wake up. I look at my phone. I’m like, what is going on, and what is DeepSeek? Walk us through it.

You know, I’m in the same boat as you were. I went to sleep Sunday night. Having looked at the overnight futures market, everything looked fine. And then wake up in the morning and see just how much the markets were …