- Market Briefing
- Posts
- Market history
Market history
Nvidia’s $589 bln DeepSeek rout is largest in market history, Trump says DeepSeek ‘should be a wake-up call’, Tom Lee: “this is the worst market overreaction since the pandemic”, consumer sentiment declines for first time in six months, and Senate confirms pro-crypto Scott Bessent as US Treasury Secretary...
Good morning.
The Fast Five → Nvidia’s $589 bln DeepSeek rout is largest in market history, Trump says DeepSeek ‘should be a wake-up call’, Tom Lee: “this is the worst market overreaction since the pandemic”, consumer sentiment declines for first time in six months, and Senate confirms pro-crypto Scott Bessent as US Treasury Secretary…
📉 Time to Sell NVDA? 50-Yr Wall Street Legend Weighs In »
- from Chaikin Analytics
Calendar: (all times ET) - Full Calendar
|
|
Your 5-minute briefing for Tuesday, January 28:
US Investor % Bullish Sentiment:
↑ 43.43% for Week of January 23 2025

Previous week: 25.43%. Updates every Friday.
Market Wrap:
S&P and Nasdaq sank on AI bubble fears after China’s DeepSeek unveiled breakthrough model.
Nvidia -17%, Broadcom -17.4%, AMD -6.4%, Microsoft -2.1%, Palantir -4.4%.
AI-linked energy stocks hit hard: Constellation -21%, Vistra -28%.
Defensive stocks gained as investors rotated into staples, health care, real estate.
Fed meets tomorrow; Meta, Microsoft, Tesla, and Apple report this week.
EARNINGS
Here’s what we’re watching this week:
Today: Boeing (BA), General Motors (GM), JetBlue (JBLU), Starbucks (SBUX)
Lockheed Martin (LMT) - earnings of $6.61 per share, (-16.3% YoY), on $18.8B revenue (-0.5% YoY)
Wednesday: UBS (UBS), Tesla (TSLA)
Meta (META) - earnings of $6.73 per share (+26.3% YoY) on $47B revenue (+17% YoY)
Thursday: Blackstone (BX), Comcast (CMCSA), Intel (INTC), Southwest Air (LUV), UPS (UPS)
Apple (AAPL) - earnings of $2.43 per share (+11.5% YoY) on $124.8B revenue (+4.3% YoY)
HEADLINES

DeepSeek’s AI chatbot fueled a selloff in Nvidia, tech stocks. Nvidia is responsible for 8 of 10 largest market value drops.
Tom Lee says this is the worst market overreaction since the 2020 pandemic outbreak (more)
Senate confirms pro-crypto Scott Bessent as US Treasury Secretary (more)
New home sales exceed expectations; rising supply curbs house price growth (more)
US consumer sentiment declines for first time in six months (more)
Working Americans turn to food banks as Fed inflation battle drags on (more)
Wall Street asks SEC to extend timeline for US Treasury market overhaul (more)
Dollar climbs as tariff threats back on the agenda (more)
Gold retreats as investors liquidate positions in equities sell-off (more)
Pfizer proxy fight averted as Starboard stands down, for now (more)
Estée Lauder reviews brands amid management change (more)
Buy this Stock During the Nasdaq Pullback
After kicking off its best year since 2009, the Nasdaq has begun to tumble – with Wall Street darling NVDA leading the fall.
Now, millions of investors are left to wonder: Is this the beginning of the end of the AI bull market?
Even as most tech stocks have faltered... including NVDA, TSLA, AAPL, and MSFT...
Likely due to the fact that it recently inked a major deal with Meta Platforms – which could send $250 million in revenue into this company's coffers.
But that's only one of many reasons why one 50-year Wall Street veteran is calling it his #1 stock of 2025.
He returned to Wall Street to issue a massive AI prediction – including exactly what AI stocks to buy, and avoid, for the highest potential gains in 2025.
DEALFLOW
M+A | Investments
Utility firm Eversource to sell water supply unit in $2.4 billion deal (more)
LVMH sells Stella McCartney stake back to founder after downturn (more)
Deloitte acquired the assets of SimplrOps, a boutique enterprise SaaS tech company that automates Workday, SAP and Oracle operations (more)
Emerson buys rest of AspenTech at $17 billion valuation (more)
Raintree Systems, a platform for enterprise therapy provider organizations, acquired Yoomi Health, a leader in AI technologies for rehab therapy (more)
Fenix24, a cyber disaster recovery firm, acquired vArmour, a provider of Application Relationship Management software (more)
Comply365, a global provider of operational content for the aviation, rail, defense and space industries, acquired Aviation Safety & Quality Solutions S.à r.l, a provider of safety and compliance management systems (more)
Elucent Medical, a medical technology company, received $30M in Growth financing from Trinity Capital (more)
Niobrara Capital, a private equity firm, received a strategic investment from Wafra's Capital Constellation (more)
iDrive Logistics, a provider of shipping and fulfillment solutions for e-commerce businesses, received growth financing from Decathlon Capital (more)
VC
Indigo, an AI-powered platform for home negotiations, raised $8M in Seed funding (more)
MarkeTeam.ai, a developer of advanced AI technology for the marketing industry, raised $3M in Seed funding (more)
Recycle Track Systems, a waste management company, raised an undisclosed amount in funding (more)
Satisfi Labs, a conversational experience platform designed to transform customer engagement, raised an undisclosed amount in Growth funding (more)
CRYPTO
BULLISH BITES
🤖 DeepSeek resets the board.
🫧 The anatomy of a bubble bursting.
☎️ When corporate America called Biden, nobody picked up the phone.
💍 Inside the troubled House of Tiffany.
DAILY SHARES
“Good work selling Nvidia on Friday. Investors really fell for the DeepSeek news huh? Let’s buy back in tomorrow”
— litquidity (@litcapital)
9:34 PM • Jan 27, 2025
The CEO of DeepSeek has pivoted from posting boring technical abstracts to memes about himself.
Greatest CEO of our generation.
We're all cooked.
— Chris Bakke (@ChrisJBakke)
1:02 AM • Jan 28, 2025
Have a comment or suggestion?
💌 Send us a message
*from our sponsor
Disclaimer: Market Briefing© is a news publisher. All statements and expressions herein are the sole opinions of the authors or paid advertisers. The information, tools, and material presented are provided for informational purposes only, are not financial advice, and are not to be used or considered as an offer to buy or sell securities; and the publisher does not guarantee their accuracy or reliability. Please conduct your own research and consult an independent financial adviser before making any investments. Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. Assets mentioned may be owned by members of the Market Briefing team.
Reply