The new AI model from Chinese start-up DeepSeek caused a stir on the stock market a fortnight ago. The seemingly much more efficient and therefore cheaper model caused the share prices of many a tech heavyweight to plummet. Although the initial market reactions were probably exaggerated, one question remains: what long-term impact will DeepSeek have on the big tech companies?
ARTICLES IN THE TOPIC “Equities”
Space industry hopes for new boom under Donald Trump
With Donald Trump in the White House, the private space industry is hoping for a new lease of life. Right at his inaugural address, Trump announced a manned mission to Mars. Many experts see the SpaceX group, led by Trump confidant Elon Musk, as naturally being in pole position for new government contracts. But other companies, such as Blue Origin, owned by Amazon founder Jeff Bezos, also want to get involved. Experts also see potential for the European space industry.
DeepSeek: the Sputnik moment for AI?
A new AI model is making headlines and causing US tech giants to falter. Developed by a Chinese start-up, DeepSeek is now forcing us to fundamentally question some of the assumptions made during the AI boom. Find out what this could mean for the tech and chip industry in the article 👉
Investment View | January 2025
What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.
Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions
The pharmaceutical industry was able to further increase its sales in the last quarter. The biggest players in the sector are relying on acquisitions and innovations – including the increased use of AI. However, things could get more uncomfortable for pharmaceutical companies in the US market: the future US Secretary of Health and Human Services, Rober F. Kennedy Jr., is considered a critic of the industry and has already spoken out in favor of capping drug prices.
Going public: These companies might be floated on the stock exchange in 2025
After almost 3,000 IPOs worldwide in 2021, the number of IPOs has fallen in the past three years. This could change again in 2025, when some companies, primarily from the tech industry, are likely to venture onto the trading floor next year. In today’s blog post, we explain what these companies are and what an IPO actually means for a company.
Trump and green stocks – Interview with fund manager Alexander Weiss
Environmental stocks have corrected sharply in some cases as a result of the US election. We discuss with Alexander Weiss, fund manager of the ERSTE GREEN INVEST, how our fund management is positioned and what opportunities are arising for renewable equities.
Is the AI Rally Nearing its End?
Following this week’s interest rate cut by the US Federal Reserve, shares related to artificial intelligence (AI) applications are once again in the spotlight. Investors are hoping that AI will have a positive impact on the business figures of the key players. With the ERSTE STOCK TECHNO fund, you can invest in the most important companies in future technologies.
US tech stocks: Mixed feelings after earnings figures
The shares of the major US technology companies, which had performed very well for a long time, have also fallen recently. The latest half-year figures left the market with mixed feelings: although the figures were largely as expected, there were hardly any increases in profit expectations. Nevertheless, the outlook remains positive, which for fund manager Bernhard Ruttenstorfer has several reasons.
Cleantech stocks: low valuations as opportunity?
Shares from the environmental sector have recently been less in the market’s favor. However, the expansion of renewable energies is continuing at a rapid pace and the AI boom could significantly boost demand for green electricity. Given the good growth prospects and the cheap valuation level, green stocks could currently be worth a look. Alexander Weiss, co-fund manager of the environmental equity funds ERSTE WWF STOCK ENVIRONEMNT and ERSTE GREEN INVEST, explains the background in an interview.