A tariff tantrum. DeepSeek’s deep impact. The Philadelphia Eagles’ return to the Super Bowl. Investors have seen plenty to put them on edge so far in 2025.

A warning of a U.S. stock market bubble, advises diversification into value stocks, commodities, and international equities to mitigate risk.

The ramifications of Chinese startup DeepSeek, with its promise of delivering cheaper, more energy-efficient alternatives to harness artificial intelligence, have yet to be fully reflected in U.S. equities. That’s the thinking of Don Townswick, director of equity strategies at Conning Asset Management, which oversees $170 billion in assets.

A Chinese company’s cut-rate computing solution has upended the tech world, with companies, investors and even the U.S. government trying to understand what it means for the future.

News from China upset U.S. markets Monday and disrupted the frenzy that had built up around artificial intelligence.

The efficiency gains of DeepSeek’s AI models startled the power industry, which is set to invest billions in electricity projects.

The next DeepSeek to disrupt the global artificial intelligence industry could also come from China. The country of 1.4 billion has seeded several promising AI startups and projects, while its leading internet players have spent years investing and developing the infrastructure to support such new ventures.