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¿Qué revela la posible prohibición de TikTok? Descubre cómo los gigantes tecnológicos ejercen su poder y redefinen las redes sociales.

La verdad sobre la lucha entre TikTok, Meta y el control de las redes sociales

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NVDA

DeepSeek lanza modelos de IA de bajo coste con chips Nvidia, beneficiando a Microsoft y afectando a Oracle.

DeepSeek revoluciona la IA con modelos más baratos: Impacto en Microsoft y Oracle

Oracle y Starlink se unen para ofrecer conectividad global en Oracle ECP, mejorando la entrega de aplicaciones en la nube y conectividad IoT.

Oracle se asocia con Starlink para mejorar la conectividad global en su plataforma empresarial

Oracle Corp

Sam Altman, CEO of OpenAI, is reportedly set to visit the United Arab Emirates this week to engage in fundraising discussions with Abu Dhabi-based investment firm MGX.
What Happened: Altman's visit has been confirmed by two sources, as per a report by Reuters. This visit comes at a pivotal time for OpenAI as it faces competition from China&#8217;s<a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43382103/experts-say-deepseek-proves-high-performance-ai-possible-without-silicon-valleys-spending"> DeepSeek</a>, a more affordable AI alternative.
Altman&#8217;s meeting with MGX follows a recent tour of Asia, where he announced a partnership with Japan&#8217;s SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) for AI services. The UAE, striving to become a leader in AI, is investing heavily in the sector, competing with Qatar and Saudi Arabia.
Why It Matters: MGX was part of a $6.6 billion funding<a href="https://www.benzinga.com/news/24/03/37743640/openais-new-friend-abu-dhabis-investment-firm-mgx-eyes-chip-collaboration-report"> round</a> for OpenAI that concluded in October. SoftBank is reportedly in discussions to lead a funding round of up to $40 billion for OpenAI, potentially setting a record for private company funding.
This round could value OpenAI at $300 billion. Additionally, President Donald Trump <a href="https://www.benzinga.com/25/01/43111153/nvidia-and-ai-stock-rises-as-trump-announces-500-billion-stargate-ai-infrastructure-venture">recently announced</a> a joint venture, Stargate, involving OpenAI, SoftBank, and Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), with MGX participating.
Altman also visited India, meeting with the country's IT minister to discuss creating a low-cost AI ecosystem. OpenAI&#8217;s ChatGPT, launched in late 2022, has reached over 300 million weekly users but faces competition from DeepSeek&#8217;s cost-effective AI solutions.
Check out more of Benzinga's Consumer Tech coverage by<a href="https://www.benzinga.com/topic/consumer-tech"> following this link</a>.
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Disclaimer: This content was partially produced with the help of<a href="https://www.benzinga.com/author/benzinga-neuro"> Benzinga Neuro</a> and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

SFTBY

OpenAI's Sam Altman Looks To Raise Funds From Abu Dhabi's MGX Amid Increased Competition: Report

OpenAI chief Sam Altman, currently in Korea, wants to meet with Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) Chair Lee Yong and SoftBank CEO Masayoshi Son on Tuesday.
SoftBank agreed to set up a joint venture in Japan with OpenAI to offer AI services to corporate customers, Reuters reports. The joint venture, dubbed SB OpenAI Japan, will be owned by OpenAI, a company established by SoftBank and its domestic telecoms arm. SoftBank will pay $3 billion annually to use OpenAI&#8217;s technology across Softbank group companies.
OpenAI and SoftBank may ask Samsung to invest in their Stargate venture project, the Korea Herald <a target="_blank" href="https://www.koreaherald.com/article/10411658" rel="noreferrer noopener">reports</a>.
In January 2024, Altman visited Samsung&#8217;s production facility in Pyeongtaek, Gyeonggi Province. Altman had voiced plans to develop such AI-specific hardware via a partnership.
The industrialists will likely discuss potential collaboration on advanced AI technology, including producing an AI-specific device.
The <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence-stocks" rel="noreferrer noopener">artificial intelligence frenzy</a> is in no mood to slow down as global companies forge partnerships to integrate technology into various operations.
Donald Trump&#8217;s second time as the US President was <a target="_blank" href="https://www.benzinga.com/25/01/43139410/softbanks-role-in-500-billion-stargate-ai-venture-seen-as-major-growth-driver-analyst-says" rel="noreferrer noopener">well-timed with</a> the $500 billion &#8220;Stargate&#8221; AI venture with OpenAI, SoftBank Group Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), and Abu Dhabi&#8217;s MGX.
Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google earmarked over $1 billion in OpenAI rival Anthropic, <a target="_blank" href="https://www.benzinga.com/25/01/43127416/anthropic-gains-big-with-google-backing-aiming-for-60-billion-valuation-and-surging-ai-revenue" rel="noreferrer noopener">intensifying competition with</a> Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43382010/samsung-q4-earnings-12-revenue-growth-closes-gap-with-apple-in-premium-phones-eyes-ai-powered-growth-in-2025" rel="noreferrer noopener">Samsung Q4 Earnings: 12% Revenue Growth, Closes Gap With Apple In Premium Phones, Eyes AI-Powered Growth In 2025</a>
Anthropic was also on the verge of securing a further $2 billion from Silicon Valley venture capital investors in a deal likely to triple the start-up&#8217;s valuation to about $60 billion versus OpenAI&#8217;s $157 billion valuation. Like Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Microsoft, OpenAI and Elon Musk&#8217;s xAI raised over $10 billion in 2024.
Altman also met Samsung rival SK Hynix Chair Chey Tae-won and CEO Kwak Noh-jung to discuss potential collaboration on AI memory chips, including high bandwidth memory AI services, the Korea Herald <a target="_blank" href="https://www.koreaherald.com/article/10411364" rel="noreferrer noopener">reported</a>, citing unnamed sources familiar with the matter. This meeting followed the previous discussions between Chey and Altman in Seoul in January 2024 and in the US in July.
Also Read:
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<li><a href="https://www.benzinga.com/news/management/25/02/43440540/samsungs-jay-y-lee-acquitted-shifting-focus-to-business-challenges" target="_blank" rel="noreferrer noopener">Samsung&#8217;s Jay Y. Lee Acquitted, Shifting Focus To Business Challenges</a></li>
</ul>
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Sam Altman in Korea: OpenAI Seeks AI Deals With Samsung, SK Hynix, and SoftBank Amid Global AI Boom

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President Trump Says We'll Be Doing Something Perhaps With TikTok If We Can Make The Right Deal; TikTok Could Go In Sovereign Wealth Fund; President Trump Says Elon Has Access Only To Letting People Go If We Need To;  Elon Doing Things When We Give Him Approval; We Won't Let Elon Go Places Where There Is A Conflict

Prominent venture capitalist Chamath Palihapitiya has moved his recent business incorporations to Nevada citing concerns over Delaware&#8217;s judicial system and its impact on Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) shareholders, marking a potential shift in corporate domicile preferences.
What Happened: In a statement on X, Palihapitiya revealed he has incorporated his last four companies in Nevada, stating, &#8220;Ever since the judicial activism against Tesla shareholders, I redirected the incorporation of the last four companies I&#8217;ve bought or started to Nevada.&#8221; He emphasized that &#8220;activism has a price and DE will pay it as fewer companies pick them.&#8221;
The former Facebook executive&#8217;s decision comes amid a broader corporate migration trend, with major companies reassessing their traditional ties to Delaware, long considered the gold standard for corporate law. 
When questioned about his choice of Nevada over other business-friendly states like Wyoming or Texas, Palihapitiya cited Nevada&#8217;s pro-business environment, established legal precedents, and proximity to California.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Ever since the judicial activism against Tesla shareholders, I redirected the incorporation of the last four companies I've bought or started to Nevada. Activism has a price and DE will pay it as fewer companies pick them. There's just too much risk to be incorporated in DE… <a href="https://t.co/WFVP7h9ZcP">https://t.co/WFVP7h9ZcP</a>
&mdash; Chamath Palihapitiya (@chamath) <a href="https://twitter.com/chamath/status/1886102666138497248?ref_src=twsrc%5Etfw">February 2, 2025</a></blockquote>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Nevada is very pro business, clean precedents and is a shorter distance from CA.
&mdash; Chamath Palihapitiya (@chamath) <a href="https://twitter.com/chamath/status/1886230589105422746?ref_src=twsrc%5Etfw">February 3, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/government/regulations/25/02/43427091/as-trump-imposes-tariffs-on-americas-3-largest-trading-partners-this-macro-strategist-calls-the-policy-a-tool-to-transition-us-to-a-more-sustainable-future-amid-grotesque-money-printing">As Trump Imposes Tariffs On America&#8217;s 3 Largest Trading Partners, This Macro Strategist Calls The Policy A &#8216;Tool To Transition&#8217; US To A More Sustainable Future Amid &#8216;Grotesque&#8217; Money Printing</a>
Why It Matters: This shift in corporate domicile preferences parallels a larger <a href="https://www.benzinga.com/markets/equities/24/08/40309098/chevron-executive-explains-why-company-followed-elon-musks-steps-to-move-base-from-california-in">exodus of companies from California to Texas</a>. Chevron Corp. in August announced plans to relocate its headquarters from San Ramon to Houston by the end of 2024, ending a<a href="https://www.benzinga.com/news/24/08/40150539/chevron-uproots-from-california-to-texas-in-sign-of-rising-trend-among-corporations"> 144-year presence in California</a>. 
Other major corporations, including Tesla, Oracle Corp., and Charles Schwab Corp., have made similar moves to Texas.
Andy Walz, Chevron&#8217;s President of Americas Products, emphasized the practical motivations behind such relocations. &#8220;California is a tough place to do business,&#8221; Walz said, citing recruitment challenges and high living costs. &#8220;In Texas, we&#8217;re welcome. Our industry is welcome.&#8221;
According to CBRE Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>), eight Fortune 500 companies departed California between 2018 and 2023, with ten choosing Texas as their new home, highlighting a significant shift in corporate <a href="https://www.benzinga.com/news/24/08/40150539/chevron-uproots-from-california-to-texas-in-sign-of-rising-trend-among-corporations">America&#8217;s geographical preferences</a>.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/25/02/43425232/gary-black-warns-teslas-18-export-volume-at-risk-amid-trump-tariffs-full-scale-retaliatory-trade-war-possible">Gary Black Warns Tesla&#8217;s 18% Export Volume At Risk Amid Trump Tariffs: &#8216;Full-Scale Retaliatory Trade War&#8217; Possible</a></li>
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Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

CBRE

SCHW

Chamath Palihapitiya Relocates Businesses To Nevada Citing Delaware 'Judicial Activism' Against Tesla Shareholders

Former <a href="https://www.benzinga.com/topic/yanis-varoufakis">Greek Finance Minister</a> Yanis Varoufakis warns that the TikTok ban controversy in the United States exposes a deeper issue: the concentration of power among tech platform owners who function as &#8220;techno-feudal lords&#8221; over social media users.
What Happened: &#8220;There is no stopping a form of economic activity which concentrates so much direct power in the hands of so few people, over our thoughts, our minds,&#8221; Varoufakis <a href="https://www.abc.net.au/news/2025-02-01/social-media-hunger-games-technofeudalism-control/104877888?utm_source=abc_news_app&amp;utm_medium=content_shared&amp;utm_campaign=abc_news_app&amp;utm_content=mail">told</a> ABC News, arguing that Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) poses similar concerns as TikTok. &#8220;Do not fall into the trap of thinking that there is a good techno-feudal lord.&#8221;
Varoufakis is also a game theory expert who tried to use strategic brinkmanship to negotiate Greece's bailout during its 2015 financial crisis.
Varoufakis advocates for &#8220;interoperability&#8221; regulations that would allow users to transfer their followers between platforms, similar to phone number portability between carriers. This approach, he argues, &#8220;would reduce the switching costs and would deal a major blow at the exorbitant power of platform owners.&#8221;
His concerns come as major tech figures, including Tesla Inc. CEO Elon Musk and Meta&#8217;s Mark Zuckerberg, maintain close ties with political leadership. &#8220;What they want from a president — and they don&#8217;t give a damn whether it&#8217;s [Donald] Trump or anyone else — is to get the federal government off their back,&#8221; Varoufakis said.
See Also: <a href="https://www.benzinga.com/25/02/43426284/palantir-technologies-pre-earnings-plunge-tariff-impact-or-investor-jitters-heres-what-technical-analysis-suggests">Palantir Technologies Plunges Overnight On Robinhood: Trump Tariff Impact Or Investor Jitters?</a>
Why It Matters: The ongoing TikTok situation, which could force ByteDance into a joint <a href="https://www.benzinga.com/25/01/43230011/meta-leverages-tiktok-ban-threats-to-boost-instagram-offering-creators-cash-deals">venture worth up to $50 billion</a> according to Wedbush Securities analyst Dan Ives, exemplifies this power dynamic. Potential buyers include Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Chairman Larry Ellison, and a consortium led by YouTube star MrBeast offering over $20 billion.
Meanwhile, Meta is capitalizing on TikTok&#8217;s uncertainty by offering <a href="https://www.benzinga.com/25/01/43230011/meta-leverages-tiktok-ban-threats-to-boost-instagram-offering-creators-cash-deals">creators up to $50,000 monthly</a> to shift to Instagram Reels, highlighting the platform owners&#8217; ability to reshape the social media landscape. The company has invested over $2 billion in creator payments in 2024 alone.
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<li><a href="https://www.benzinga.com/markets/equities/25/02/43425232/gary-black-warns-teslas-18-export-volume-at-risk-amid-trump-tariffs-full-scale-retaliatory-trade-war-possible">Gary Black Warns Tesla&#8217;s 18% Export Volume At Risk Amid Trump Tariffs: &#8216;Full-Scale Retaliatory Trade War&#8217; Possible</a></li>
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Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

TikTok Ban Exposes 'Techno-Feudal' Power: Influencers With Massive Following Should Be Able To Carry Followers Across Platforms, Says Economist

President Donald Trump unveiled a $500 billion private-sector AI investment package on his second day in office last week, just as Chinese startup DeepSeek demonstrated it can match U.S. technology at a fraction of the cost.
The &#8220;Stargate&#8221; project, backed by OpenAI&#8217;s Sam Altman, SoftBank&#8217;s Masayoshi Son, and Oracle&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) Larry Ellison, aims to build massive data centers in Texas over four years. &#8220;This is money that normally would have gone to China,&#8221; Trump said during the announcement.
DeepSeek&#8217;s breakthrough <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/01/43253190/deepseek-ai-etfs-take-a-hard-hit-amid">threatens to upend the AI landscape</a>. The nascent Chinese company&#8217;s latest models match leading U.S. chatbots while using fewer resources, challenging the assumption that AI advances require ever-increasing computing power and investment.
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The timing heightens tensions in the U.S.-China tech rivalry. Trump&#8217;s administration includes China hawks like AI czar David Sacks and Under Secretary of State nominee Jacob Helberg, who each view the AI race as crucial to national security.
Silicon Valley executives hope Trump will loosen domestic regulations while maintaining pressure on China. The president already scrapped Biden-era requirements for AI companies to share information with the government, promising Stargate partners to make development &#8220;as easy as it can be.&#8221;
DeepSeek&#8217;s rise suggests U.S. export controls on advanced semiconductors haven&#8217;t prevented Chinese innovation, according to a report by The Economist. The company&#8217;s mobile app topped U.S. iPhone downloads in January, with investor Marc Andreessen calling it &#8220;AI&#8217;s Sputnik moment.&#8221;
Trending: Nancy Pelosi Invested $5 Million In An AI Company Last Year — <a href="https://www.benzinga.com/money/elf-labs-nancy-pelosi">Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000</a>
&#8220;More investment does not necessarily lead to more innovation. Otherwise, large companies would take over all innovation,&#8221; DeepSeek founder Liang Wenfeng told Chinese media, noting U.S. chip restrictions remain his main challenge.
The contrast between Trump&#8217;s massive investment push and DeepSeek&#8217;s efficient approach highlights diverging strategies in the AI race. While U.S. firms bet on overwhelming resources, Chinese companies focus on maximizing limited computing power.
The battle extends beyond raw investment numbers. The Biden administration&#8217;s &#8220;Framework for Artificial Intelligence Diffusion,&#8221; now under Trump&#8217;s review, aims to tighten controls on GPU exports and AI data sharing. Critics, including semiconductor giant Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), argue such restrictions could backfire, pushing allies toward Chinese technology.
Meanwhile, DeepSeek&#8217;s models remain constrained by Chinese censorship, automatically deflecting queries about sensitive topics like the Tiananmen Square protests or President Xi Jinping. The company also faces infrastructure challenges, <a href="https://www.benzinga.com/25/01/43257133/chinese-ai-startup-deepseek-hit-by-cyberattacks-after-toppling-us-giants-like-nvidia-with-new-ai-model-dubbed-as-chatgpt-killer">experiencing outages as user numbers surge</a>.
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<li>According to Juniper Research, the total value of B2B cross-border payments stored on the blockchain is projected to exceed $4.4 trillion — <a href="https://www.benzinga.com/money/web3-enabler-future-of-enterprise-transactions">Join the first company to bring blockchain payments to Salesforce early with just $100.</a></li>
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Startups

'As Easy As It Can Be': Trump Promises AI Giants Support With $500B Investment Plan, How Does It Compare With DeepSeek?

Benzinga examined the prospects for<a href="http://www.benzinga.com/trading-ideas"> many investors&#8217; favorite stocks</a> over the last week — here&#8217;s a look at some of our top stories.
The Nasdaq ended the week down 1.6%, with the S&amp;P 500 losing 1% and the Dow gaining 0.3%, as markets attempted to recover from earlier losses. 
Strong earnings and a more dovish tone from Fed Chair Jerome Powell helped lift sentiment, reinforcing hopes for future rate cuts. However, by Friday, concerns over new U.S. tariffs on China, Mexico, and Canada weighed on the market, leading to renewed volatility. 
White House press secretary Karoline Leavitt confirmed that the 25% and 10% tariffs would take effect Saturday, raising fears <a href="https://www.benzinga.com/25/01/43404983/stocks-trim-deepseek-losses-fed-holds-steady-trump-slaps-25-tariffs-on-canada-mexico-this-week-in-the-markets">of economic disruptions.</a>
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week&#8217;s most bullish and bearish posts that are worth another look.
<h3 class="wp-block-heading">The Bulls</h3>
&#8220;<a href="https://www.benzinga.com/25/01/43196106/rigetti-computing-quantum-stargate">Rigetti Computing, Quantum Stocks Soar On Project Stargate</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/erica-kollmann">Erica Kollmann</a>, highlights Rigetti Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) surging 42% after Donald Trump announced Project Stargate, a $500 billion AI investment initiative backed by Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), OpenAI, NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and SoftBank, aiming to build AI data centers and enhance computational systems.
&#8220;<a href="https://www.benzinga.com/25/01/43293760/shiba-inus-shytoshi-kusama-teases-extremely-powerful-partnership-for-ecosystemcoin-themed-on-mysterious-personality-rallies-25">Shiba Inu&#8217;s Shytoshi Kusama Teases &#8216;Extremely Powerful Partnership&#8217; — Coin Themed On Him Rallies 25%</a>,&#8221; by <a href="https://www.benzinga.com/author/aniket-verma">Aniket Verma</a>, highlights Shytoshi Kusama's cryptic announcement of a major partnership for the Shiba Inu (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>) ecosystem, fueling speculation about potential collaborations with Binance or Elon Musk's X.
&#8220;<a href="https://www.benzinga.com/tech/25/01/43242360/jensen-huang-mania-mirrors-taylor-swift-people-are-camping-outside-retailers-for-nvidia-5000-series-gpus">Jensen Huang Mania Mirrors Taylor Swift: People Are Camping Outside Retailers For Nvidia 5000 Series GPUs</a>,&#8221; by <a href="https://www.benzinga.com/author/chris-katje">Chris Katje</a>, highlights soaring demand for Nvidia RTX 5000 series GPUs, with enthusiasts camping outside stores ahead of the Jan. 30 launch, reminiscent of Black Friday rushes for Taylor Swift merchandise.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/general/social-media/25/01/43277294/visa-stock-moves-higher-as-company-becomes-first-partner-of-musks-xmoney-whats-going-on">Visa Stock Moves Higher As Company Becomes First Partner Of Musk&#8217;s XMoney: What&#8217;s Going On?</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/01/43310673/trump-media-technology-group-stock-jumps-on-expansion-into-financial-services">Trump Media &amp; Technology Group Stock Jumps On Expansion Into Financial Services</a>
<a href="https://www.benzinga.com/25/01/43242497/twilio-set-for-strong-growth-after-key-strategic-shifts-says-analyst">Twilio&#8217;s Turnaround Story Is Underway, Analyst Turns Bullish And Boosts Price Forecast</a>
The Bears
&#8220;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43267966/deepseeks-low-cost-model-reshapes-ai-landscape-experts-predict-shift-to-application-layer">DeepSeek&#8217;s Low-Cost Model Reshapes AI Landscape: Experts Predict Shift To &#8216;Application Layer&#8217;</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/piero-cingari">Piero Cingari</a>, highlights how DeepSeek&#8217;s R1 model, trained for just $5.6 million, challenges billion-dollar AI investments from U.S. tech giants, with Goldman Sachs warning that AI capital expenditures may shift from infrastructure to applications, impacting firms like Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
&#8220;<a href="https://www.benzinga.com/analyst-ratings/downgrades/25/01/43255575/fannie-mae-freddie-mac-stock-a-considerable-risk-say-analysts-who-downgrade-both-to-underperform">Fannie Mae, Freddie Mac Stock A &#8216;Considerable Risk,&#8217; Say Analysts Who Downgrade Both To Underperform</a>,&#8221; by <a href="https://www.benzinga.com/author/erica-kollmann">Erica Kollmann</a>, reports that analysts downgraded Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) to Underperform, citing risks despite raising their price targets, as privatization attempts remain uncertain following the stocks&#8217; sharp post-election gains.
&#8220;<a href="https://www.benzinga.com/25/01/43373954/cathie-woods-ark-invest-dumps-over-10-million-worth-of-palantir-stock-as-ai-competition-heats-up">Cathie Wood&#8217;s Ark Invest Dumps Over $10 Million Worth Of Palantir Stock As AI Competition Heats Up</a>,&#8221; by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal">Shivdeep Dhaliwal</a>, reports Ark Invest selling 127,969 shares of Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) worth $10.4 million amid growing AI competition from DeepSeek.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/trading-ideas/technicals/25/01/43238883/stock-of-the-day-nvidia-breaks-support-after-deepseek-ai-disruption">Stock Of The Day: Nvidia Breaks Support After DeepSeek AI Disruption</a>
<a href="https://www.benzinga.com/25/01/43269986/taiwan-semiconductor-bounces-back-after-selloff-risks-remain">Taiwan Semiconductor Stock Rebounds After Selloff, US-Taiwan Chip Partnership Still Faces Tariff Threats</a>
<a href="https://www.benzinga.com/25/01/43287042/amd-downgraded-as-nvidias-arm-cpus-threaten-x86-market-and-long-term-revenue-growth-analyst">AMD Gets A Downgrade And It&#8217;s Not DeepSeek Related</a>
Keep up with all the latest breaking news and trading ideas by following<a href="https://twitter.com/Benzinga"> Benzinga</a><a href="http://twitter.com/Benzinga"> on Twitter</a>.
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Benzinga Bulls And Bears: Nvidia, Palantir, Rigetti Computing And Shiba Inu Hints At Major Partnership

<h2 class="wp-block-heading">New On The Block</h2>
<ul>
<li>Sage Therapeutics, Inc. NASDAQ: SAGE) is officially exploring "strategic alternatives" to make shareholders happy. The process includes anything from a possible business combination to a full-on sale. Who&#8217;s interested? That would be Biogen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIIB#NASDAQ">BIIB</a>), which submitted an unsolicited offer Sage rejected. Cambridge, Massachusetts-based Sage is known for its ZURZUVAE treatment for women with PPD. Goldman Sachs is providing financial advice and Skadden, Arps, Slate, Meagher &amp; Flom LLP oversees legal matters. </li>
<li>Silvus Technologies, a Los Angeles-based mobile telecom owned by TJC, hired Morgan Stanley to explore a sale or initial public offering. TJC could seek a valuation of as much as $5 billion for Silvus, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-01-30/tjc-is-said-to-weigh-sale-ipo-of-radio-tech-provider-silvus">reported</a> citing sources. TJC, aka The Jordan Company purchased Silvus in December 2019. </li>
<li>Allakos Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALLK#NASDAQ">ALLK</a>) is shutting down its AK006 program, leading to a major downsizing — about 75% of the company will be laid off. The biotech plans to keep around 15 employees to explore strategic alternatives, which CEO Robert Alexander described as "the usual things," according <a href="https://www.fiercebiotech.com/biotech/allakos-axes-program-lays-75-staff-and-seeks-strategic-alternatives-after-phase-1-flop">to</a> Fierce Biotech. The move will significantly deplete Allakos' cash reserves, which stood at $81 million at the end of last year. The company expects to spend $34 million to $38 million on severance and restructuring costs, leaving it with just $35 million to $40 million in reserves by mid-year. The pressure is on to find a new strategic direction quickly.</li>
</ul>
<h2 class="wp-block-heading">Updates From The Block</h2>
<ul>
<li>YouTube star Jimmy Donaldson (aka MrBeast) has secured more than <a href="https://www.benzinga.com/25/01/43325891/backed-by-youtube-king-mrbeast-group-of-american-investors-including-roblox-ceo-lock-in-over-20-billion-for-tiktok-takeover-but-they-have-not-heard-back-directly-from-bytedance">$20 billion</a> for a TikTok offer. An investor group, led by tech entrepreneur Jesse Tinsley, includes Roblox Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>) CEO David Baszucki and Anchorage Digital CEO Nathan McCauley as investors. Tinsley <a href="https://www.bloomberg.com/news/articles/2025-01-29/tiktok-bidders-to-offer-significantly-more-than-20-billion?sref=KkPzpZvz">told</a> Bloomberg that their offer is &#8220;significantly higher&#8221; than a competing $20 billion bid. Whether Tinsley was referring to the <a href="https://www.benzinga.com/general/entertainment/25/01/42834240/kevin-oleary-joins-the-peoples-bid-for-tiktok-as-pending-ban-looms">Project Liberty bid</a> by former Los Angeles Dodgers owner Frank McCourt and &#8220;Shark Tank&#8221; star Kevin O'Leary is unclear. Also uncertain is whether Microsoft was seriously making a bid, <a href="https://www.benzinga.com/25/01/43260646/microsoft-eyes-tiktok-us-deal-as-trump-confirms-acquisition-talks-are-underway">as indicated by President Trump</a>.</li>
</ul>
<ul>
<li>Hewlett Packard Enterprise&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) $14 billion purchase of Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) hit a roadblock. The Department of Justice is suing the tech company in what marks the first antitrust action of Trump's second term. The deal would result in Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and the combined HPE-Juniper entity controlling 70% of the wireless networking industry, regulators <a href="https://www.wsj.com/politics/policy/justice-department-sues-to-block-hewlett-packard-enterprises-bid-for-juniper-networks-99af47ac?mod=deals_news_article_pos1&amp;utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=newsletter_axiosprorata&amp;stream=top">said</a>. The merger, which was announced last January, has already received U.K. and EU regulatory approvals. </li>
<li>President Vladimir Putin signed a decree allowing Goldman Sachs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) to sell its Russia subsidiary to Balchug Capital.<a href="https://link.axios.com/click/38421266.59136/aHR0cHM6Ly9heGlvcy5saW5rLzQweWRrelk_dXRtX3NvdXJjZT1uZXdzbGV0dGVyJnV0bV9tZWRpdW09ZW1haWwmdXRtX2NhbXBhaWduPW5ld3NsZXR0ZXJfYXhpb3Nwcm9yYXRhJnN0cmVhbT10b3A/5841ec813f92a47b9bba9e4dBd37e415e" target="_blank" rel="noreferrer noopener"> </a>The deal makes the U.S. bank one of the few Western banks to fully exit the country, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-01-31/putin-allows-goldman-sachs-to-sell-its-business-in-russia?srnd=phx-deals">reports</a>.</li>
</ul>
<ul>
<li>Nippon Steel (TYO:<a class="ticker" href="https://www.benzinga.com/stock/TYO:5401#TYO">5401</a>) launched a $456 million tender offer for the remainder of its subsidiary Sanyo Special Steel (TYO:<a class="ticker" href="https://www.benzinga.com/stock/TYO:5481#TYO">5481</a>), representing a 37% premium.</li>
</ul>
<ul>
<li>Outbrain Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OB#NASDAQ">OB</a>) <a href="https://www.wsj.com/business/deals/outbrain-teads-1-billion-merger-deal-cleared-by-u-k-antitrust-regulator-dbc95d74?mod=deals_news_article_pos1">received</a> U.K. antitrust approval for its $1-billion acquisition of Dutch digital advertising platform from Altice, according to the Wall Street Journal.</li>
</ul>
<ul>
<li>Welltower Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WELL#NYSE">WELL</a>) <a href="https://welltower.com/investors/press-release-details/?id=27351#xd_co_f=YTg5NDI3NDMtNjI0Yy00MWUzLTllMDctNDQwMjQxZTliMTg3~">acquired</a> NorthStar Healthcare Income, a New York-based real estate investment trust focused on senior housing, for $900 million.</li>
</ul>
<ul>
<li>Emerson Electric Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMR#NYSE">EMR</a>), an automation technology provider, has agreed to acquire the remaining shares it doesn't own of software supplier AspenTech for $265 per share in an all-cash tender offer. The minority stake being now acquired is <a href="https://www.benzinga.com/news/large-cap/25/01/43229951/emerson-electric-to-buy-out-aspentech-minority-stake-in-7-2-billion-cash-deal">valued at $7.2 billion</a>.</li>
</ul>
<h2 class="wp-block-heading">Off The Block</h2>
<ul>
<li>General Mills Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) completed the $2.1 billion sale of its U.S. and Canadian yogurt units to French dairies Groupe Lactalis and Sodiaal.</li>
</ul>
<h2 class="wp-block-heading">Bankruptcy Block</h2>
<ul>
<li>Spirit Airlines rejected a $400 million merger proposal from Frontier Group Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULCC#NASDAQ">ULCC</a>). The offer wasn&#8217;t high enough, the bankrupt air carrier said. Spirit, considered the biggest U.S. budget airline, filed a Chapter 11 <a href="https://www.benzinga.com/24/11/42032477/spirit-airlines-eyes-financial-stability-with-chapter-11-filing-and-equity-injection">bankruptcy petition in November</a>.</li>
</ul>
For last week&#8217;s <a href="https://www.benzinga.com/news/asset-sales/25/01/43216373/deal-dispatch-lovely-day-to-sell-guinness-plus-23andme-to-rid-lineage-of-lemonaid">Deal Dispatch, click here</a>.
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<li><a href="https://www.benzinga.com/news/econ-s/25/01/43396354/inflation-rises-again-may-be-end-of-the-road-for-interest-rate-cuts-expert-says">Inflation Rises Again: May Be &#8216;End Of The Road&#8217; For Interest Rate Cuts, Expert Says</a></li>
</ul>

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Deal Dispatch: Sage And Silvus Are Up For Sale, MrBeast Secures $20B For TikTok

Live On CNBC, Jim Labenthal Announces Trimmed Oracle Position

Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) has outperformed the market over the past 5 years by 12.88% on an annualized basis producing an average annual return of 25.79%. Currently, Oracle has a market capitalization of $475.82 billion. 
Buying $1000 In ORCL: If an investor had bought $1000 of ORCL stock 5 years ago, it would be worth $3,204.37 today based on a price of $170.12 for ORCL at the time of writing.
<h3>Oracle's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738251020_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

WIIM

Oracle and Google shares are trading higher after announcing a regional availability expansion for the Oracle database and Google Cloud.

Offerings

Oracle Files For Six-Part Notes Offering; Size Not Disclosed

To support growing customer demand, eight new regions planned in the next 12 months
New cross-region disaster recovery capabilities for Oracle Autonomous Database Serverless enable database instances to be replicated to other Google Cloud regions for workload resiliency
New single-node Oracle Exadata Database Service Dedicated cluster option helps customers optimize their investments and achieve greater flexibility &nbsp;
AUSTIN, Texas and SUNNYVALE, Calif., Jan. 30, 2025 /PRNewswire/ -- Oracle and Google Cloud today announced plans to add eight new regions, as well as powerful new capabilities for <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4351842-1&amp;h=3496140067&amp;u=https%3A%2F%2Fwww.oracle.com%2Fcloud%2Fgoogle%2Foracle-database-at-google-cloud%2F&amp;a=Oracle+Database%40Google+Cloud">Oracle Database@Google Cloud</a> that will help customers fortify database instances, optimize costs, and achieve greater flexibility and resiliency. Additionally, new capabilities will be added&nbsp;including the general availability of cross-region disaster recovery and database replication for Oracle Autonomous Database Serverless on Oracle Database@Google Cloud and support for single-node Oracle database deployments on Oracle Exadata Database Service on Dedicated Infrastructure for Oracle Database@Google Cloud.

Oracle and Google Cloud Expand Regional Availability And Add New Capabilities To Oracle Database@Google Cloud

SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) is reportedly negotiating a potential investment of $15 billion to $25 billion in OpenAI. This move could make SoftBank the largest investor in the ChatGPT creator, surpassing Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), which has <a href="https://www.benzinga.com/24/12/42664762/after-investing-nearly-14-billion-in-openai-microsoft-reportedly-moves-to-reduce-its-dependence-on-chatgpt-parent">invested nearly $14 billion</a>.
What Happened: The investment would support OpenAI&#8217;s commitment to the <a href="https://www.benzinga.com/25/01/43139410/softbanks-role-in-500-billion-stargate-ai-venture-seen-as-major-growth-driver-analyst-says">Stargate AI infrastructure project</a>, a joint venture with companies like SoftBank, Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), and the UAE&#8217;s MGX fund, <a href="https://www.wsj.com/tech/softbank-in-talks-to-invest-up-to-25-billion-in-openai-03d653fc?mod=mhp">reported</a> the Wall Street Journal, citing a person familiar with the matter.
Stargate plans to invest up to $500 billion in AI data centers over the next four years. SoftBank&#8217;s funding for OpenAI would be separate from its planned $15 billion investment in the Stargate initiative.
See Also: <a href="https://www.benzinga.com/tech/25/01/43327016/microsoft-ceo-satya-nadella-accepts-deepseek-ai-has-some-real-innovations-but-wont-say-if-they-mark-a-turning-point-for-ai-cost-reduction">Microsoft CEO Satya Nadella Accepts DeepSeek AI Has Some &#8216;Real Innovations&#8217; — But Won&#8217;t Say If They Mark A Turning Point For AI Cost Reduction</a>
Despite the potential investment, SoftBank would hold a smaller stake in OpenAI&#8217;s for-profit division compared to Microsoft, due to the latter's earlier investments, the report noted
Why It Matters: Last year, OpenAI&#8217;s valuation surged to $157 billion following a<a href="https://www.benzinga.com/news/24/10/41149788/openai-valuation-soars-to-157b-in-latest-funding-round"> $6.6 billion funding round</a>. At that time, the Tokyo-based conglomerate SoftBank invested $500 million in OpenAI.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Elon Musk's xAI has also quickly expanded, reaching an estimated valuation of $50 billion in 2024.
Perplexity AI, supported by Amazon founder Jeff Bezos in December raised $500 million in a funding round, boosting its <a href="https://www.benzinga.com/tech/24/12/42570376/jeff-bezos-backed-perplexity-raises-500-million-tripling-its-valuation-to-9-billion-as-competition-with-google-and-openai-heats-up">valuation to $9 billion</a>.
Anthropic, backed by Google, is also reportedly in late-stage discussions to secure $2 billion in funding, which would push its <a href="https://www.benzinga.com/25/01/43127416/anthropic-gains-big-with-google-backing-aiming-for-60-billion-valuation-and-surging-ai-revenue">valuation to $60 billion</a>.
Photo by NP27 on Shutterstock.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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<li><a href="https://www.benzinga.com/tech/25/01/43221770/apples-ipad-turns-15-today-heres-a-throwback-to-when-steve-jobs-explained-called-it-the-third-category-after-phones-and-notebooks" target="_blank" rel="noreferrer noopener">Apple&#8217;s iPad Turns 15 Today: Here&#8217;s A Throwback To When Steve Jobs Explained Called It The ‘Third Category&#8217; After Phones And Notebooks</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

SoftBank Eyes Historic $25 Billion Investment In OpenAI, Set To Dethrone Microsoft As Biggest Investor In ChatGPT-Parent

A group of U.S. investors, with backing from YouTube star Jimmy Donaldson, also known as MrBeast, has amassed over $20 billion to bid for TikTok.
What Happened: The group, led by tech entrepreneur Jesse Tinsley, includes Roblox Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>) CEO David Baszucki and Anchorage Digital CEO Nathan McCauley as investors, <a href="https://www.bloomberg.com/news/articles/2025-01-29/tiktok-bidders-to-offer-significantly-more-than-20-billion">reported</a> Bloomberg on Wednesday.
Tinsley told the publication that their offer is &#8220;significantly higher&#8221; than a competing $20 billion bid. He may have been referring to the <a href="https://www.benzinga.com/general/entertainment/25/01/42834240/kevin-oleary-joins-the-peoples-bid-for-tiktok-as-pending-ban-looms">Project Liberty bid</a> by former Los Angeles Dodgers owner Frank McCourt and &#8220;Shark Tank&#8221; star Kevin O'Leary.
See Also: <a href="https://www.benzinga.com/tech/25/01/43325058/mrbeasts-net-worth-hits-1-billion-but-in-2023-he-promised-to-give-away-all-his-money-what-drives-the-youtubers-philanthropy">MrBeast&#8217;s Net Worth Hits $1 Billion—But In 2023, He Promised To &#8216;Give Away&#8217; All His Money. What Drives The YouTuber&#8217;s Philanthropy?</a>
MrBeast is not solely committed to this bid. A spokesperson for the YouTuber told the publication Donaldson is in talks with several parties and plans to back the leading offer.
Despite the substantial offer, Tinsley said that they "have not heard back directly" from TikTok&#8217;s parent company, ByteDance, which has stated that TikTok&#8217;s U.S. business is not for sale.
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Why It Matters: Previously President Donald Trump said that Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) has also been <a href="https://www.benzinga.com/25/01/43260646/microsoft-eyes-tiktok-us-deal-as-trump-confirms-acquisition-talks-are-underway">in talks to acquire TikTok&#8217;s U.S.</a> operations.
Trump has suggested that the U.S. government should hold a 50% stake in TikTok to ensure no Chinese involvement.
Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) co-founder and chairman Larry Ellison, along with Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk, have also emerged as possible contenders for the TikTok deal, which could help the platform reach a $1 trillion valuation.
Wedbush analyst Dan Ives estimates the sale could range <a href="https://www.benzinga.com/general/social-media/25/01/43181940/elon-musk-or-larry-ellison-dan-ives-on-who-could-win-tiktoks-billion-dollar-soap-opera-someone-hand-picked-from-beijing-but-also-trumps-white-house">between $40 billion and $50 billion</a>.
Saudi Prince Alwaleed Bin Talal&#8217;s investment firm has also shown interest in <a href="https://www.benzinga.com/media/25/01/43124020/saudi-princes-investment-firm-reportedly-interested-in-investing-in-tiktok-if-elon-musk-offers-to-buy-it">investing in TikTok</a> if Musk or others make a purchase offer.
Image via Shutterstock
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://www.benzinga.com/tech/25/01/43078570/mrbeast-unhappy-with-billionaires-silence-on-feeding-the-hungry-after-overwhelming-interest-about-tiktok-purchase-when-i-fundraise-its-crickets" target="_blank" rel="noreferrer noopener">MrBeast Unhappy With Billionaires' Silence On Feeding The Hungry After Overwhelming Interest About TikTok Purchase: ‘When I Fundraise It's Crickets'</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

MrBeast And Group Of Investors, Including Roblox CEO, Lock In Over $20 Billion For TikTok Takeover

<a href="https://www.benzinga.com/real-estate/25/01/43216817/larry-ellison-sean-hannity-and-now-a-285m-mansion-floridas-billionaire-playground-manalapans-star-power-grows">Larry Ellison</a>, the Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) co-founder and one of the richest people on the planet, watched $22.6 billion disappear in a single day on January 27—and he didn't even have to lift a finger. The selloff was brutal, wiping out 12% of his fortune, all because of an AI startup that barely existed two years ago.
But Ellison wasn&#8217;t alone in feeling the sting. In fact, another tech titan took an even bigger hit. Jensen Huang, the co-founder of Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), saw his fortune plummet by a massive $20.1 billion—a drop that set a new record for the "biggest single-day loss of value for any public company in history," according to Forbes.&nbsp;
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DeepSeek's AI Breakthrough Sparked a Market Panic
The chaos started when DeepSeek, a Chinese AI company, launched its DeepSeek R1 chatbot—a model that suddenly had everyone questioning whether Silicon Valley's AI dominance was as untouchable as it seemed.
Here's why: DeepSeek's AI is open-source, meaning developers can inspect and tweak it freely. The open-source nature of DeepSeek&#8217;s model could radically transform the AI ecosystem.&nbsp;
More importantly, it reportedly cost them only $5.6 million to develop—a fraction of the billions being dumped into AI by U.S. tech giants like OpenAI, Google, and, of course, Oracle.&nbsp;&nbsp;
The result? A massive selloff in AI-heavy stocks. Oracle, Nvidia, and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) all took a hit, but Ellison was the day's biggest loser.
Trending: Built on the trusted network of Fortune 500 companies, <a href="https://www.benzinga.com/money/web3-enabler-the-most-boring-blockchain-company-partners-with-salesforce">this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.</a>
Some Billionaires Came Out on Top
Not everyone suffered. While Ellison and Huang lost billions, Mark Zuckerberg walked away $4.3 billion richer, and Jeff Bezos pocketed an extra $632 million. The market doesn't play favorites—it just rewards whoever's on the right side of the trade.
The Market Rebounded—But This Isn't Over
On January 28, stocks like Nvidia and Oracle started climbing back. Nvidia jumped nearly 9%. Forbes said in an article, "Nvidia's Tuesday bounce became the second best day for any stock ever in terms of market value added." Oracle gained 3.6%, and investors took a deep breath. But this wasn't just another market dip—it was a wake-up call.
DeepSeek's rise proves that the AI race isn't just about who spends the most money. A tiny startup just sent the biggest names in tech scrambling—and it could be anyone next. As <a href="https://www.benzinga.com/general/24/04/38073344/mark-cuban-predicts-worlds-first-trillionaire-wont-be-musk-or-bezos-itll-be-someone-who-masters-ai-a">Mark Cuban famously predicted</a>, the world's first trillionaire will be the person who creates AI in a way we've never imagined before. DeepSeek's sudden dominance shows just how real that possibility is. A company that didn't exist two years ago just shook up Silicon Valley, proving that game-changing AI doesn't have to come from the usual suspects.
As for Larry Ellison? He's <a href="https://www.benzinga.com/real-estate/25/01/43009727/oracles-larry-ellison-has-just-bought-a-london-townhouse-for-202-million-to-add-to-his-global-property-portfolio">still a billionaire</a> several times over, and this loss probably won't keep him up at night. Forbes reports his real-time net worth at $206.6 billion on January 29. But regardless of his climb back to the 4th place spot in the billionaire ranking, Silicon Valley just got a reality check — and it came from China.
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Larry Ellison, Oracle Co-Founder And One Of Richest Men In The World, Saw His Net Worth Dip $22.6 Billion In One Day Due To DeepSeek Selloff

<a href="https://www.bloomberg.com/news/articles/2025-01-29/tiktok-bidders-to-offer-significantly-more-than-20-billion" title="https://www.bloomberg.com/news/articles/2025-01-29/tiktok-bidders-to-offer-significantly-more-than-20-billion">https://www.bloomberg.com/news/articles/2025-01-29/tiktok-bidders-to-offer-significantly-more-than-20-billion</a>

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Zero copy data sharing and bi-directional data exchange connect Oracle data sources and the ServiceNow platform, fueling intelligent decision-making for enterprise agility
<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.servicenow.com%2F&amp;esheet=54195447&amp;newsitemid=20250129063576&amp;lan=en-US&amp;anchor=ServiceNow&amp;index=1&amp;md5=63a143105c2f0386623f139bb238837b">ServiceNow</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>), the AI platform for business transformation, today announced a new integration with <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.oracle.com%2F&amp;esheet=54195447&amp;newsitemid=20250129063576&amp;lan=en-US&amp;anchor=Oracle&amp;index=2&amp;md5=dcfd6aaa859509e14657f9fd32459f9f">Oracle</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) to enhance ServiceNow Workflow Data Fabric capabilities. Zero copy data sharing and bi-directional data exchange will connect data in real-time between <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.oracle.com%2Fautonomous-database%2F&amp;esheet=54195447&amp;newsitemid=20250129063576&amp;lan=en-US&amp;anchor=Oracle+Autonomous+Database&amp;index=3&amp;md5=72cb9566d529de9c28133241fdf41678">Oracle Autonomous Database</a> with its fully automated threat detection and remediation capabilities, Oracle Database 23ai, and the ServiceNow platform, fueling intelligent decision-making and operational efficiency at scale. This integration further strengthens Workflow Data Fabric with enriched workflows powered by AI-driven insights, from any data source—transactional, analytical, vectors, documents, spatial, and graph—across the enterprise.

ServiceNow Expands Workflow Data Fabric Capabilities With New Oracle Autonomous Database, Oracle Database 23ai integration

China-based AI lab DeepSeek <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/43260751/not-just-deepseek-alibaba-unveils-ai-model-to-rival-openais-operator" rel="noreferrer noopener">announced it released</a> AI models (including R1) that took two months to build using less-powerful Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) H800 chips, costing far less to build than LLMs today.
The exact cost of development and energy consumption of DeepSeek are not fully documented. However, BofA Securities analyst Brad Sills noted that the lower cost of running AI models benefits the general software group.
Sills noted the advancement of DeepSeek as a positive for Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43287042/amd-downgraded-as-nvidias-arm-cpus-threaten-x86-market-and-long-term-revenue-growth-analyst" rel="noreferrer noopener">AMD Gets A Downgrade And It&#8217;s Not DeepSeek Related</a>
Microsoft is already on the cutting edge of AI infrastructure efficiencies, given that the company is running inferencing workloads for the largest LLMs, ChatGPT, on its Azure platform via the OpenAI partnership.
If DeepSeek can generate efficiencies at a lower scale, this would bode well for Microsoft&#8217;s ability to continue lowering the cost of AI computing and drive scale on capital expenditures (fiscal 2025 of $82.2 billion, including capital leases, or 30% of total revenue), via its operational efforts.
Sills expects Microsoft to begin demonstrating more data center scale from here. In his preview, he cited the expectation for Azure acceleration in the second half of 2025 and a better margin outlook, largely due to data center efficiencies.
Sills noted the DeepSeek advancement as a potential negative for Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>).
Positive sentiment on Oracle&#8217;s shares has been driven by accelerating cRPO/backlog growth (+21% Y/Y in the second quarter of 2025, up from 7% in the second quarter of 2024), fueled by OCI traction.
According to Sills&#8217; channel checks, the core driver of OCI/cloud growth has been migrating on-premise Oracle DB instances to OCI, unaffected by the DeepSeek breakthrough.
However, with Oracle&#8217;s access to GPUs via an Nvidia partnership and an industry-wide capacity shortage, some of the OCI growth has also been driven by GPU rentals. Easing capacity constraints could impact demand for GPU rentals and Oracle&#8217;s cRPO growth.
DeepSeek has positive implications for AI names in the application layer, like Microsoft&#8217;s M365 Copilot, ServiceNow Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) Now Assist, Salesforce Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) Agentforce, HubSpot Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUBS#NYSE">HUBS</a>) Breeze AI and Intuit Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) Assist for QuickBooks and TurboTax.
A lower cost of computing could reduce the sales costs of AI computing and drive better margins on AI-enabled offerings.
More importantly, agentic application providers could pass savings on to enterprises through lower prices, catalyzing agents&#8217; adoption and proliferation.
Feedback from SIs in the software ecosystem suggests that cost is the biggest hurdle to adopting AI applications.
Application providers have moved from upfront monthly user subscription pricing to pay-as-you-go consumption-based pricing.
Sills noted advancements in cost could drive prices even lower and, therefore, adoption higher.
Sills has a price forecast of $850 for HubSpot, $780 for Intuit, $510 for Microsoft, $195 for Oracle, $440 for Salesforce, and $1,280 for ServiceNow.
Also Read:
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<li><a href="https://www.benzinga.com/25/01/43285369/asml-lam-research-and-kla-lead-semicap-growth-as-ai-and-tech-upgrades-drive-105-billion-market-outlook" target="_blank" rel="noreferrer noopener">DeepSeek Sell-off Offers Opportunities On Semicaps, Analyst Bumps Up Price Forecasts For KLA, Nova And Camtek</a></li>
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Photo via Midjourney and Shutterstock.

DeepSeek's AI Breakthrough Benefits Microsoft, But Oracle Faces Cloud Growth Challenges: Analyst

Donald Trump's first week in the Oval Office proved to be a blockbuster one for the markets. The S&amp;P 500 surged 1.7%, delivering its best first-week performance under a new presidency since Ronald Reagan <a href="https://www.benzinga.com/25/01/43122112/us-stocks-likely-to-open-higher-as-president-trump-announces-500-billion-ai-project-oracle-netflix-nvidia-among-stocks-in-focus">took office in 1985</a>.
On Monday, Jan. 27, <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43244872/tech-stocks-tumble-on-ai-nightmare-nvidia-eyes-worst-day-since-march-2020-bitcoin-drops-below-100000-whats-driving-markets-monday">tech stocks plummeted</a>. On Tuesday, Wall Street <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43283732/tech-rebounds-after-black-monday-nvidia-rallies-6-gm-plummets-whats-driving-markets-tuesday">attempted a rebound</a>.
Whether this market trajectory will deplete or restore optimism around the corporate earnings season remains to be seen. In the meantime, here&#8217;s a look at three exchange-traded funds that <a href="https://www.benzinga.com/etfs">mirror the S&amp;P 500 Index</a>.
<ul>
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) holds 504 stocks across multiple sectors, including information technology, financials, consumer discretionary, and health care. With an AUM of $549.97 billion, SPY charges 0.09% in annual expense fees.</li>
<li>The Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>), which comes with an expense ratio of a meager 0.02%, holds 505 stocks, and manages assets worth $472 billion.</li>
<li>iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>), another popular choice, offers similar sector allocations and has an expense ratio of 0.03%.</li>
<li>Both VOO and IVV saw gains in line with SPY, as their diversified portfolios factored in the week's broader market rally.</li>
</ul>
<h1 class="wp-block-heading">What Moved The Markets?</h1>
Investors welcomed <a href="https://www.benzinga.com/markets/25/01/43219264/trumps-tariff-plans-ignite-market-rally-pushing-stocks-to-record-highs">Trump's proposal to cut the corporate tax rate</a> from 21% to 15%, expecting the move would drive business growth and investment within the U.S.
Trump also proposed raising taxes on businesses outside of the U.S., a move he said could bring "<a href="https://www.benzinga.com/news/global/25/01/43170854/trump-outlines-economic-reset-at-davos-5-things-you-need-to-know">hundreds of billions, even trillions" of dollars</a> into the economy and boost domestic manufacturing and job creation. Trump also focused on energy, urging OPEC to boost production and lower prices, while signing executive orders to expand U.S. oil and gas production. 
The <a href="https://www.benzinga.com/etfs/sector-etfs/25/01/43135764/trumps-500-billion-stargate-ai-plan-puts-3-etfs-in-focus">Stargate AI Infrastructure Project </a>was also introduced, which, backed by OpenAI, SoftBank and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), plans to invest up to $500 billion in building AI infrastructure across the U.S., with an initial commitment of $100 billion. This project has the potential to create 100,000 jobs, Trump said.
A strong start to the corporate earnings season also played a big role in the rally.
But on Monday, U.S. tech stocks plunged as word spread of China&#8217;s DeepSeek R1, <a href="https://www.benzinga.com/25/01/43232316/deepseek-jitters-shatter-us-tech-stocks-wipe-out-12-trillion-on-wall-street-analyst-eyes-four-chinese-giants-set-to-benefit">shaking investor confidence</a>.
<h1 class="wp-block-heading">The Stocks That Powered The ETFs</h1>
The ETFs saw gains across various sectors, but a handful of stocks stood out as top performers:
<ul>
<li>Moderna (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>): The pharmaceutical giant gained 21.6% last week, buoyed by its innovations in mRNA-based therapies.</li>
<li>Oracle: A key partner in the Stargate AI project, Oracle rose 14%.</li>
<li>Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>): The streaming stalwart also jumped 14% on strong results and upward revision in guidance.</li>
<li>Vistra Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>): The energy company climbed 11.8%, benefiting from bullish sentiments in the energy sector.</li>
<li>Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>): Known for its high-tech interconnect systems, Amphenol rose 11.2%, boosted by a positive earnings revision.</li>
</ul>
See Next: 
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<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/01/43253190/deepseek-ai-etfs-take-a-hard-hit-amid">DeepSeek AI Model Sends Shockwaves Through Nvidia, Slams ETFs</a></li>
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Photo: Shutterstock.

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