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Wall Street Breakfast Podcast: China's DeepSeek Outshines U.S. AI Giants​

Summary​

  • Chinese AI startup DeepSeek's R1 model outperformed U.S. competitors, raising concerns about China's AI advancements and impacting tech stocks, including NVIDIA and Meta.
  • Meta is incentivizing Instagram creators to promote the platform on other apps, leveraging TikTok's absence from app stores.
  • Diversified Energy is nearing a $1.3B deal to acquire Maverick Natural Resources, expanding its operations in Texas and Oklahoma.
More:

 
Updated Mon, Jan 27 20251:01 PM EST

Nasdaq falls more than 3%, S&P 500 slides as China’s DeepSeek triggers Nvidia rout: Live updates​

The S&P 500 and Nasdaq Composite were down sharply Monday on concern about an artificial intelligence stock bubble popping because of the emergence of Chinese startup DeepSeek, which has possibly made a competitive AI model for a fraction of the billions Silicon Valley is spending.

The Nasdaq Composite lost 3.3%, and the S&P 500 slid 1.8%. The Dow Jones Industrial Average added 0.3% thanks to gains in Apple, Johnson & Johnson and Travelers

More:

 

World’s Richest People Lose $108 Billion After DeepSeek Selloff​

(Bloomberg) -- The world’s 500 richest people, led by Nvidia Corp. co-founder Jensen Huang, lost a combined $108 billion on Monday as a tech-led selloff tied to Chinese AI developer DeepSeek sent major indices plunging.

Billionaires whose fortunes are linked to artificial intelligence were the biggest losers: Huang saw his fortune fall $20.1 billion, a 20% drop, while Oracle Corp. co-founder Larry Ellison’s $22.6 billion loss was larger in absolute terms, but represented just 12% of his fortune, according to the Bloomberg Billionaires Index. Dell Inc.’s Michael Dell lost $13 billion, and Binance Holdings Ltd. co-founder Changpeng “CZ” Zhao shaved $12.1 billion.

More:

https://www.msn.com/en-us/money/oth...S&cvid=0a0f2544746949cda9773bfd76d98e2e&ei=27
 

S&P 500 futures are slightly higher after Monday’s sharp sell-off: Live updates​

S&P 500 futures were slightly higher early Tuesday, following a sell-off fueled by worries over the emergence of Chinese startup DeepSeek and its greater implications for the artificial intelligence trade.

Futures tied to the S&P 500 rose 0.4%, while Nasdaq 100 futures added 0.7%. Futures tied to the Dow Jones Industrial Average climbed 19 points.

Select tech shares attempted to claw back losses in premarket trading after the day’s steep sell-off in companies tied to AI. Nvidia added more than 5% after suffering a nearly 17% decline on Monday, which resulted in a market cap loss of nearly $600 billion — the biggest one-day drop for a U.S. company in history. Broadcom and Oracle also traded higher by 4% and 2.9%, respectively.

More:

 

Tech selloff deepens as DeepSeek upsets global AI race​

  • China's DeepSeek AI assistant surges in popularity
  • Europe, Japan tech shares fall again
  • Investors ponder AI race between China, U.S.
  • Nvidia shares sink 17%, wiping $593 bln off market value
  • Japanese technology shares slide for second day
LONDON/SINGAPORE, Jan 28 (Reuters) - Global technology shares sank on Tuesday, as a market rout sparked by the emergence of a low-cost Chinese artificial intelligence model entered its second day, making investors question the sky-high valuation and dominance of AI bellwethers.

More:

 
Morning Bid: Deep breath after AI jolt, Trump tariffs rumble

A look at the day ahead in U.S. and global markets from Mike Dolan

Markets took a deep breath on Tuesday after Wall Street's shock start to the week, with the emergence of cheap Chinese artificial intelligence rival DeepSeek lopping more than half a trillion dollars off what had been America's most valuable firm Nvidia.

More:

 
maritime-executive.com

US Arrest Conspirators in $200 Million Smuggling Scheme Through SoCal Ports

The U.S. Attorney’s Office in California today, January 27, announced indictments and arrests breaking up an elaborate smuggling operation that they e...
maritime-executive.com maritime-executive.com

maritime-executive.com

Crime Wave Continues Near Singapore with More Vessels Boarded

Security consultants and the monitoring operation ReCAAP are warning of increased activity in the region around the Straits of Malacca and Singapore....
maritime-executive.com maritime-executive.com

maritime-executive.com

Fourth U.S. Training Ship Floated at Hanwha Philly Shipyard

MARAD’s program to build the first modern training ships for the U.S. merchant marine marked about milestone with the floating of the fourth vessel of...
maritime-executive.com maritime-executive.com
 
www.freightwaves.com

Borderlands Mexico: Trump tariffs could raise consumer prices in short term, expert says

This week in Borderlands: Trump tariffs could raise consumer prices in short term, expert says; TransPak expands logistics operation in Texas; Logisticus Group opens supply chain facility near Phoenix; and Grupo Lintel plans $83 million logistics park in central Mexico.
www.freightwaves.com www.freightwaves.com

www.freightwaves.com

After four straight increases, benchmark diesel price falls

The benchmark diesel price used for most fuel surcharges fell for the first time in five weeks.
www.freightwaves.com www.freightwaves.com
 
In this episode of The Loadstar’s News in Brief Podcast, host and news reporter Charlotte Goldstone recaps last week’s supply chain news, including the contract dilemma for carriers choosing between the Cape of Good Hope and the Suez Canal. She also offers a preview of stories that might appear on The Loadstar this week.
theloadstar.com

News in Brief Podcast | Week 4 | Suez vs Cape and tariff threat consequence - The Loadstar

In this episode of The Loadstar’s News in Brief Podcast, host and news reporter Charlotte Goldstone recaps last week’s supply chain news.
theloadstar.com theloadstar.com
 
Nothing to see, can listen in one tab, play around the forum in a different tab. Title says it all.

The U.S.A. and China Are Preparing the World for a New Monetary and Trade Order.​

Jan 28, 2025 #dollar #geopolitics #gold


22:38
 
^^^^^^^^
Here's the interview Mario talks about in the post above.

Bessent: We're In The Middle Of A Bretton Woods Realignment, "I'd Like To Be Part Of It"​


Scott Bessent, President-elect Donald Trump's nominee for Secretary of the Treasury, in an interview on the 'Capital Allocators with Ted Seides' podcast before the election declared we are in the middle of a Bretton Woods realignment.

 

The threat of trade friction with key partners looms | Weekly Commodity Market Update​

Jan 28, 2025 #trade #tariffs #agriculture

This week Will and Ben examine how threats of tariffs could impact ag markets.
Read more below the vid on youtube.


14:43
 

Stock futures are little changed as investors await Federal Reserve’s interest rate decision: Live updates​

Stock futures were near the flatline on Wednesday as investors turned toward the first Federal Reserve interest rate decision of 2025.

Futures tied to the Dow Jones Industrial Average inched down 11 points. Nasdaq 100 futures were 0.4% higher, while S&P 500 futures ticked less than 0.1% higher.

Tech stocks on Tuesday led the S&P 500 higher and brought the Nasdaq Composite to a 2% gain. The two indexes made a comeback after incurring sharp losses on Monday in a sell-off spurred by the emergence of China’s DeepSeek and the threat it poses to the artificial intelligence trade. Nvidia, which suffered a roughly 17% decline Monday, jumped nearly 9% on Tuesday.

More:

 

Wall Street Breakfast Podcast: ASML Tops Q4 Estimates, Unveils 2025 Outlook​

Summary​

  • ASML's Q4 revenue surged 28% Y/Y to €9.26B, beating estimates, and the company raised its annual dividend by 4.9% to €6.40 per share.
  • Microsoft and OpenAI are investigating potential data exfiltration by Chinese AI startup DeepSeek, which could have violated API terms.
  • SoftBank plans to invest in Skild AI at a $4B valuation, following previous funding rounds that included major investors like Jeff Bezos.
  • Key earnings reports from Microsoft, Meta Platforms, and Tesla are expected, with Meta's AI infrastructure spending update potentially impacting stocks like NVIDIA and TSMC.
More:

 

5 things to know before the stock market opens Wednesday​

  • The Fed is meeting for the first time since President Donald Trump took office.
  • Starbucks' same-store sales fell for the fourth consecutive quarter.
  • X and Visa are teaming up as the social media sites pushes into financial services.
Here are five key things investors need to know to start the trading day:
More:

https://www.msn.com/en-us/money/oth...S&cvid=7c80eb6af9e340f4985d3022f7a49f15&ei=12
 

Copper Prices Hold, Steel Surges & New Tariffs Could Change Everything!​

📈 Check Scrap Prices: https://iScrapApp.com/ - Big moves are happening in the scrap metal world! Copper prices are holding steady, steel is surging, and potential new tariffs could shake up the market. What does this mean for scrappers, recyclers, and metal traders? Let’s break it all down!
You can read more below the vid on youtube.

15:14
 

S&P 500 closes lower as Fed pauses rate cuts, Nvidia resumes slide: Live updates​

The S&P 500 slid on Wednesday after the Federal Reserve left interest rates unchanged in its first policy decision of the year, while Nvidia slipped following a strong session.

The broad market index slid 0.47% to close at 6,039.31, while the Nasdaq Composite lost 0.51% to end at 19,632.32. The Dow Jones Industrial Average shed 136.83 points, or 0.31%, to 44,713.52.

Nvidia shares hit their lows of the session after Bloomberg News reported Trump administration officials have discussed curbing chip sales of the company to China following the emergence of the DeepSeek AI model. Shares ended the session down 4%. For the week, the AI darling is down more than 13%.

More:

 

Panama Canal and Its Impact on US Trade and National Security | ANALYSIS​

Jan 29, 2025 #supplychain #panama #fmc

In this episode, Sal Mercogliano—a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the recent Senate Commerce Committee Hearing on the Panama Canal and the testimonies by the Commissioners Sola and Maffei of the Federal Maritime Commission.


35:31

00:00 Introduction
01:49 Chairman Sola's Statement
11:10 Commission Maffei's Statement
14:27 Independence of Panama Canal & The Jones Act
17:58 Chinese Subsidized Bids & Port Control Globally
21:57 China Influence Across Maritime Spectrum
26:42 Threat of Chinese Operational Control of Panama Canal and Others
32;38 Conclusion


- Examining the Panama Canal and Its Impact on U.S. Trade and National Security https://www.youtube.com/live/PfCRgOua...
- Senate Hearing Grills Chinese Influence Over Panama Canal Amid Trump’s Call for US Control https://gcaptain.com/senate-hearing-g...
- Why would US invade Panama? US Senate hearing gives rationale https://www.lloydslist.com/LL1152389/...
- Senator Cruz: China’s Panama Canal Strategy Poses ‘Acute Risks to U.S. Security’ https://gcaptain.com/senator-cruz-chi...
- Panama Canal Defies Drought with $3.45 Billion Profit Despite Fewer Ships https://gcaptain.com/panama-canal-def...
- Tracking China’s Control of Overseas Ports https://www.cfr.org/tracker/china-ove...
- Logistics Wins (and Loses) Wars https://www.usni.org/magazines/procee...
 

S&P 500 futures rise after Meta Platforms, Tesla report earnings: Live updates​

S&P 500 futures rose Thursday as Wall Street digested recent quarterly results from a slew of megacap tech companies. Investors are coming off a losing session after the Federal Reserve held steady on rates.

Futures tied to the broad market index added 0.3%, while Nasdaq 100 futures advanced 0.5%. Futures tied to the Dow Jones Industrial Average were fractionally lower.

More:

 

Wall Street Breakfast Podcast: American Airlines Jet, Army Helicopter Collide Near Reagan​

Summary​

  • American Airlines plane crash: Over 30 bodies reportedly recovered.
  • Nissan announced production and shift cuts in the U.S., including job buyouts and a reduction in global production capacity, amid sluggish sales.
  • Toyota remains the top automaker despite a 3.7% drop in 2024 sales, driven by weaker Japan sales and production issues, but strong North American demand.
More:

seekingalpha.com

Wall Street Breakfast Podcast: American Jet, Copter Collide

American Airlines regional jet confirmed to have crashed on approach to Reagan Airport. Japan's Nissan trims jobs and production in U.S. Toyota remains top-selling automaker.
seekingalpha.com seekingalpha.com
 
CLS WMR Week 4 (Registration is free)

Bancosta Week 4

Fearnleys Week 5

www.drewry.co.uk

World Container Index - 30 Jan

30 Jan 2025: Drewry’s World Container Index decreased 2% to $3,364 per 40ft container this week.
www.drewry.co.uk www.drewry.co.uk

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry increased 231 points or 23.17% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Baltic Exchange Dry Index - values, historical data, forecasts and news - updated on March of 2025.
tradingeconomics.com tradingeconomics.com
 
gcaptain.com

Panama's Mulino Shuts Down Trump’s Canal Takeover Talk Ahead of Rubio Visit

Panamanian President Jose Raul Mulino on Thursday ruled out discussing control over the Panama Canal in a meeting with U.S. Secretary of State Marco Rubio, who is set to visit the Central American country in his first official trip abroad this weekend.
gcaptain.com gcaptain.com

gcaptain.com

Trump Set On 25% Tariffs on Mexico and Canada Starting February 1

By Akayla Gardner and Josh Wingrove (Bloomberg) — President Donald Trump said he would follow through on his threat to impose 25% tariffs on imports from Canada and Mexico on Feb....
gcaptain.com gcaptain.com
 
splash247.com

Global liner alliances retrench - Splash247

Midnight tonight sees liner shipping go through its largest reshuffle in a decade as companies jump ship from existing alliances on the main east-west trades. THE Alliance will become the Premier Alliance, with Ocean Network Express (ONE), HMM and Yang Ming Marine Transportation as partners, and...
splash247.com splash247.com
 
www.freightwaves.com

Has enthusiasm for robotics stalled?

A market intelligence report by global supply chain automation analysts at Interact Analysis forecasts that growth in the mobile robot market will dip over the next two years.
www.freightwaves.com www.freightwaves.com

www.freightwaves.com

Takeaways from State of Freight: Volatility in Washington, intermodal surge

In the first State of Freight webinar for the year, intermodal and politics were on the agenda.
www.freightwaves.com www.freightwaves.com

www.freightwaves.com

Schneider sees truckload tide turning

Schneider National points to some green shoots on its fourth-quarter earnings call.
www.freightwaves.com www.freightwaves.com
 

Nasdaq-100 futures rise after Apple earnings; investors await inflation data: Live updates​

Stock futures moved higher Friday as investors analyzed earnings reports from Apple and other well-known companies ahead of the release of a closely followed inflation report.

Nasdaq-100 futures gained 0.77%, while those tied to the S&P 500 advanced 0.4%. Dow Jones Industrial Average futures added 153 points, or 0.3%.

Investors honed in on Apple, whose shares rose nearly 3% in extended trading after the company exceeded expectations of analysts polled by LSEG on both lines for its fiscal first quarter. While Apple reported disappointing sales tied to the iPhone, services revenue appeared to take the spotlight.

More:

 

Dow closes 300 points lower Friday as White House says tariffs will start Saturday: Live updates​

The S&P 500 slid Friday as the market reacted to news that President Donald Trump’s aggressive tariffs against major U.S. trading partners would begin on Saturday.

The broad market index shed 0.5%, while the Dow Jones Industrial Average tumbled 337 points, or about 0.8%, weighed down by a decline in Chevron. The tech-heavy Nasdaq Composite slipped 0.3%.

More:

 
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