Active options: GOOGL MSTR PLTR UPS SOFI MARA COIN AAL MU PFE

Go back to Active options: GOOGL MSTR PLTR UPS SOFI MARA COIN AAL MU PFE

What are the DeepSeek implications for the Big Internet 3?

February 3, 2025 4:00 PM EST

Raymond James analysts are assessing the impact of DeepSeeks latest advancements on major internet companies Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOGL) but remain skeptical about its long-term implications.

The firm acknowledges that DeepSeeks V3 and R1 models present a potentially disruptive cost structure, with claims that a combination of novel AI techniques... More