From Nasdaq: 2025-05-09 10:14:00

Zacks Investment Ideas highlight Alphabet, Microsoft, Nvidia, Oklo, and Utilities Select Sector SPDR ETF in the U.S.-China AI Energy Race. DeepSeek’s false claims led to a $1 trillion US market cap loss, emphasizing the importance of AI dominance. China leads in energy production for AI, with the US playing catch-up.

DeepSeek’s misleading AI model claims caused a US market plunge, debunked by a report revealing higher hardware costs. AI dominance is crucial for economic and defense superiority, requiring substantial energy consumption. China’s energy efficiency and nuclear investments give them an edge in the AI race.

Oklo’s small fission nuclear reactors offer clean energy solutions, while the Utilities Select Sector SPDR ETF benefits from AI energy needs. The US must accelerate AI energy development to compete with China. The winner of the AI war will dominate the global economy, emphasizing the importance of energy in the race.



Read more at Nasdaq: Zacks Investment Ideas feature highlights: Alphabet, Microsoft, Nvidia, Oklo and XLU