DeepSeek's Impact on Tech Giants Remains Slight

Despite DeepSeek's recent emergence, investors remain confident in the performance of the "Magnificent Seven" tech behemoths, according to a recent Bloomberg Markets Live Pulse survey.

Key Findings:

* 88% of respondents believe DeepSeek's model will have minimal impact on tech shares.
* 59% cite President Trump's policies as the primary driver of equity volatility.
* 63% have no plans to adjust their S&P 500 exposure.
* 39% prefer US value stocks as an alternative investment.
* Investors remain bullish on the S&P 500, with a median target of 6,500 by year-end.

Disruptors Disrupted

While tech giants have built competitive advantages, they remain vulnerable to disruption, as evidenced by Nvidia's recent market value loss of $589 billion.

Major Tech Firms Remain Competitive

Despite the selloff, Meta and Microsoft remain optimistic about their AI competitiveness. Nvidia is expected to report positive results on February 26.

Overblown Reaction

Over half of respondents believe the recent market rout was exaggerated, given concerns about DeepSeek's AI development costs.

Trump's Tariffs Remain Uncertain

Trump's tariff threats continue to cast a shadow of uncertainty on the market.

Value Stocks Gain Favor

US value stocks have emerged as an attractive alternative destination, with companies in sectors such as healthcare and industrials benefiting from economic sensitivity.