(Bloomberg) – A sales in world technological actions is causing shock waves beyond chip manufacturers and the seven magnificent companies that are expected to feed the sector.
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Independent Energy Producers were the worst performance stocks in the S&P 500 index after an artificial intelligence model of the DEEPSEEK Chinese startup threatened US rule in space.
Vistra Corp., who was the highest interpreter of the US shares of the United States last year, fell up to 23% for its worst intradan performance since 2021. The fall erased almost $ 15 billion In market value. GE Vernova also slid 23% and constellation energy sank 19%.
The decrease in energy and equipment companies reversed the profits that took place after the President of the United States, Donald Trump, announced a Multibillion AI project of dollars last week.
In Europe, Siemens Energy AG shares fell to 22%, erasing its 2025 earnings. The Munters Group of Sweden AB, which makes refrigeration technologies that help manage the immense heat generated by high -performance servers, They fell 14%.
Oklo Inc., the nuclear fission reactor company endorsed by Sam Altman of Openai Inc., fell up to 25%, having increased more than 60% last week.
The drops overcome those of the largest stocks, including Nvidia Inc. And the Manufacturer of Dutch Chips team Asml Holdings NV, who went into the Deepseek model, raised issues on high sky assessments in the sector.
Despite the dismissal on Monday, it is unlikely that the growth of demand for companies like Siemens Energy, Schneider Electric SE and Legrand SA will be derailed, according to Omid Vaziri, an analyst at Bloomberg Intelligence. Deepseek models “could help accelerate the adoption of AI users,” he wrote.
(Updates with Vatra, Constellation Trading in New York)
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