Tech News
The DeepSeek Ripple Effect: Impact on Tech Stocks and Global Markets
By Gabriel Debach, Market Analyst at eToro
As the world comes to grips with yesterday’s seismic events in the tech industry, the true aftershocks are yet to be fully understood. In a recent analysis, Gabriel Debach, Market Analyst at eToro, highlights how the arrival of DeepSeek, a cutting-edge language model, has shaken the foundations of tech stocks globally and raised questions about the future of various sectors.
Global Implications of DeepSeek
DeepSeek’s debut has sparked widespread debate, bringing into focus the increasing reliance on AI tools like ChatGPT in everyday life. However, this technological breakthrough is more than just a competitive entry into the market—it poses a significant challenge to the recent rapid growth seen in tech stocks. As investors and industry leaders reassess, there are rising concerns about whether the current trajectory of the tech sector can be sustained.
One of the critical aspects of the debate centres around China’s technological advancements. Despite lagging behind in terms of innovation, China has managed to achieve outcomes comparable to, or even exceeding, those of leading tech players. This creates new uncertainties around the dominant tech models and raises questions about the impact of potential restrictions on technology exports to China, which could disrupt much more than just flagship products.
The Nvidia Case: Record-Breaking Losses
Yesterday’s concerns hit Nvidia particularly hard, leading to a staggering $593 billion loss in market capitalisation in a single day. For Nvidia, this is not an isolated event; over the past two years, the company has frequently appeared on the list of the worst market value losses. Currently, 8 out of the top 10 worst-performing days in terms of market value involve Nvidia. Yesterday’s record-breaking loss, which doubled the previous figure of $279 billion, highlights the severity of the situation and the market’s vulnerability to tech shocks.
Vulnerabilities in Other Sectors
While tech was the hardest hit, it wasn’t the only sector affected. The energy sector also saw significant declines. Siemens Energy, a top performer last year in Europe, and Vistra, an American leader, both experienced substantial losses. Siemens Energy dropped 19%, while Vistra, which saw remarkable 257% growth last year, lost 28% in market value, amounting to an $18 billion hit. These dramatic contractions serve as a reminder of the interconnectedness and fragility of global markets.
Market Risks and S&P 500 Exposure
The S&P 500 has benefitted immensely from the success of tech giants, with companies like Nvidia, Broadcom, Meta, Microsoft, and Alphabet collectively driving significant growth—Nvidia alone contributing over 500 basis points to the index’s 26.86% increase over the past 12 months. However, this heavy reliance on a few companies also exposes the market to considerable risk. A revision of expectations, such as the one prompted by DeepSeek’s arrival, could lead to a broader market correction, reminding investors that downturns often arise from unexpected and under-monitored factors.
Tech News
KnowBe4 Expands Global Data Residency to Six Markets Across the Middle East, Asia-Pacific and South America
KnowBe4, the global leader in digital workforce security, securing both humans and AI agents, today announced its commitment to expanding in-region data residency across six key international markets: Australia, Brazil, Japan, Saudi Arabia, Singapore, and the United Emirates (UAE).
The expansion addresses escalating regulatory complexity worldwide. By offering local data residency, KnowBe4 enables organizations across industries to secure their whole workforce, people and AI agents, while aligning with local data privacy frameworks.
These new regions are in addition to KnowBe4’s existing data residency capabilities across Canada, the European Union (Germany and Ireland), the United Kingdom and the United States.
“As the global regulatory environment evolves and cyber threats grow more sophisticated, international organizations require clarity and confidence regarding where their sensitive data is stored,” said Bryan Palma, CEO at KnowBe4. “Expanding our in-region data residency across these six markets gives our customers greater control over their data at rest, so they can secure their workforces with confidence.”
Launch in each new region is contingent on the underlying cloud infrastructure becoming generally available. Customer data at rest in these regions will be available across the KnowBe4 Platform.
Tech News
Cambridge Health Group and Heriot-Watt University to advance research and innovation in the GCC
Cambridge Health Group (“CHG an international specialist healthcare group providing post-acute care and a subsidiary of Amanat Holdings PJSC (“Amanat”), has signed a three-year Memorandum of Understanding (MoU) with Heriot-Watt University (“Heriot-Watt”) to advance academic research in rehabilitation, long-term care and specialised care.
The agreement brings together CHG’s clinical expertise in long-term care and post-acute rehabilitation across six facilities in the UAE and Saudi Arabia with Heriot-Watt University’s pioneering research in healthy ageing, rehabilitation robotics and assistive technologies. Through its Global Research Institute in Health and Care Technologies and the National Robotarium, Heriot-Watt combines expertise in engineering, artificial intelligence and behavioural science to address complex challenges in health and care. Heriot-Watt’s global presence spans five campuses across Scotland, Dubai and Malaysia, with plans to establish a further campus in Saudi Arabia.
Together, the organisations will connect research with clinical practice, creating opportunities to develop and evaluate innovations that support rehabilitation, maximise independence and improve quality of life for people with complex, long-term care needs. The partners will also pursue national and international research grants, including collaboration with government and industry partners.
The partnership will also support the development of the region’s specialist healthcare workforce through academic training, executive education and tailored development programmes. These will include postgraduate research supervision, internships, industry placements and mentoring, helping connect academic learning with practical experience.
Professor Dame Heather McGregor, member of Heriot-Watt University’s Executive, said: “Universities have an important role in ensuring that research responds to the needs of society and that its benefits extend beyond academia. Our partnership with Cambridge Health Group brings our researchers closer to the questions and challenges shaping healthcare practice, creating opportunities to translate knowledge into meaningful improvements in care. Through education, professional development and practical experience, we look forward to supporting the skills and expertise the region will need as its healthcare sector continues to evolve. We look forward to doing meaningful work together.”
Wael K. Abdallah, Group Chief Executive Officer of Cambridge Health Group, said: “As healthcare systems across the region evolve, advancing specialised care will increasingly depend on our ability to connect research, clinical expertise and real-world healthcare needs. At Cambridge Health Group, we see research and innovation as important enablers of better care outcomes and the continued development of post-acute healthcare across the GCC. Our collaboration with Heriot-Watt creates opportunities to bring academic expertise closer to clinical practice, strengthen the capabilities of our workforce and contribute to the long-term advancement of the sector.”
The partnership represents a step towards translating research into practical advances in specialised care, with the potential to benefit patients, healthcare professionals and the wider sector.
Tech News
Leading AI Builders Make Massive Commitments on VAST-Powered Infrastructure
On the back of the biggest buildout in data infrastructure history, VAST Data, the AI Operating System company, today announced that it is at the center of many of the largest deployments in this space. In the first three quarters of the current fiscal year, just 14 of the more than 1,000 companies VAST serves have made more than $10 billion in aggregate commitments for VAST Data software and supporting platform hardware. The scale and breadth of these investments have no known precedent in the history of data infrastructure and signal that VAST is leading the world in this explosive buildout of superintelligent systems.
The VAST AI OS is the platform of choice for leading AI clouds and frontier AI labs to enable scalable AI training and inference. In 2026, the expansion of AI use cases and the realization of the value of superintelligent systems has reinforced the mandate for organizations to build with industrial-grade storage and database infrastructure to support GPUs and AI accelerators.
The progress VAST has made:
- 14 customers have each committed over $100M in VAST Data-powered system build outs
- Four of those 14 customers have each committed over $1B this year
- VAST Data-powered systems now support 9 of the top 10 frontier AI labs
“Growth at this scale only happens when an entire industry is rebuilding at once,” said Renen Hallak, Founder and CEO of VAST Data. “That’s what the new AI stack is. It’s being built for models and agents, not people and applications, and data sits at the center of it. The companies building it at the largest scale, for people, agents and now robots, are choosing VAST to anchor it.”
Supply Aligned Through 2029
The scale of data capacity VAST’s partners are delivering is unprecedented, and is now representing a significant percentage of the overall global NAND flash produced for enterprise data centers. At a time of such extreme supply chain pressure, VAST is also now taking steps to ensure the next phase of superintelligent system buildout. Increased flash supply takes years to bring online due to the investments in NAND fabs.
Because VAST is partnered with so many of the world’s AI builders, VAST has unique visibility into where capacity demand is headed. The company has structured agreements with its supply chain partners to align more than 200 exabytes of flash capacity through 2029. This forward planning supports VAST’s scaling objectives for the next several years, maps to the growth outlook of its largest customers and helps the AI clouds, labs, enterprises and government organizations building on the VAST AI OS plan their infrastructure with confidence.
“Planning for hundreds of exabytes isn’t only about protecting our customers’ growth projections,” said Jeff Denworth, Co-Founder of VAST Data. “It’s about keeping flash available to hundreds of clouds, so that every AI builder, not just the largest, has the capacity it needs to build and compete.”
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