DeepSeek takes first BIG step to move to commercialize its low cost AI offerings.

This a cannon blast across the bow of OpenAI, Antrpoic, Google and the other guys!

DeepSeek is finalizing its first external fundraising round of ~ US$7.4B at a valuation of ~ US$60B.

Big question - how/when will US VCs try to get in on this action without triggering red flags in outbound investing and/or export control regulations??? https://www.scmp.com/tech/big-tech/article/3355818/deepseek-nears-us7b-haul-first-ever-funding-round-backing-tencent-catl #AI #DeepSeek #LiangWenfeng #China #USA #Investing #FundRaising #VentureCapital #VCs #EquityMarkets #Competition #Valuation #High-FlyerQuant #OpenModels #Commercialization

BMO: #Equitymarkets point to a firm open this morning after rallying further last week. The #S&P500 starts the week pushing record territory, while the #TSX is just shy of that. #WTI #oil prices have edged back above the $90 mark, while 10-year #Treasury #yield is slightly higher at 4.47% #markets
2 BMO: #WTI #oil prices backed down further, and start the day just under $88. #Equitymarkets point to a flat open, and #Treasury #yields are steady with the 10-year sitting at 4.45% #markets

Nigeria, Egypt, Morocco, and South Africa continue to dominate Africa’s equity markets, according to the 2026 African Economic Outlook released by the African Development Bank (AfDB).

https://dmarketforces.com/nigeria-egypt-south-africa-dominate-africas-equity-markets-afdb/

#Nigeria #Egypt #SouthAfrica #AfDB #Equitymarkets

Nigeria, Egypt, South Africa Dominate Africa’s Equity Markets β€” AfDB

Nigeria, Egypt, Morocco and South Africa continue to dominate Africa’s equity markets, according to the 2026 African Economic Outlook released

MarketForces Africa
1 BMO: #Equitymarkets point to a firm open this morning as strong #earnings results continue to outweigh fragile conditions in the #Middle East. #Futures point to a modestly-higher open with the #S&P500 closing just off record highs yesterday. The positive/negative news flow out of #Iran β€¦πŸ§΅ #markets
1 #TorstenSlok, chief economist at Apollo Global Management: #AI is driving returns in #equitymarkets because of the growing size of #tech in the #S&P500 index, and this is a problem for both #institutional and #individual #investors 🧡

One Factor Driving All Returns...
One Factor Driving All Returns - Apollo Academy

AI is driving returns in equity markets because of the growing size of tech in the S&P 500 index, and...

Apollo Academy
1 BMO: #Equitymarkets point to a flat open this morning, while #Treasury #yields are little changed. After shooting first (on #software #stocks exposed to #AI), the #market is now starting to ask the questions, and some names have been rebounding forcefully after deep #selloffs. 🧡 #markets
Crypto Crash Warning: Leverage and Bitcoin Store of Value. The potential crypto crash. How leverage and a questioning of Bitcoin's store of value could spill over into equities. #CryptoCrash #Bitcoin #CryptoMarkets #MarketLeverage #StoreOfValue #EquityMarkets #MarketRisk #FinancialContagion
1 BMO: #Equitymarkets point to another soft open this morning after yesterday's #tech led #selloff. So far, not a lot of traction despite word that the #U.S. #Administration is considering scaling back #steel and #aluminum #tariffs, at least on some products … 🧡 #markets