Hidden AI stocks set to rally amid DeepSeek's breakthrough, analysts predict

Yahoo Finance02-10 00:00

Concerns over lackluster guidance and plans for record capital investment weighed on the Magnificent Seven trade this past week. The Roundhill Magnificent Seven ETF (MAGS) fell 2.4% over the last five...

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHidden AI stocks set to rally amid DeepSeek's breakthrough, analysts predict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/hidden-ai-stocks-set-to-rally-amid-deepseeks-breakthrough-analysts-predict-160009905.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Concerns over lackluster guidance and plans for record capital investment weighed on the Magnificent Seven trade this past week.\nThe Roundhill Magnificent Seven ETF (MAGS) fell 2.4% over the last five...</p>\n\n<a href=\"https://finance.yahoo.com/news/hidden-ai-stocks-set-to-rally-amid-deepseeks-breakthrough-analysts-predict-160009905.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CIEN","symbol_name":"Ciena科技","start_time":0,"source_url":"https://finance.yahoo.com/news/hidden-ai-stocks-set-to-rally-amid-deepseeks-breakthrough-analysts-predict-160009905.html","article_id":"2510471420","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510471420","pubTimestamp":1739116809,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Concerns over lackluster guidance and plans for record capital investment weighed on the Magnificent Seven trade this past week.The Roundhill Magnificent Seven ETF  fell 2.4% over the last five trading days, led by Alphabet's  9.2% drop and Amazon’s 3.6% decline.But the development of DeepSeek should be viewed as a catalyst for the industry, not a headwind, according to top CEOs and industry experts. One former OpenAI employee told me the market should see DeepSeek developments as a “win,” given their potential to accelerate AI innovation and adoption.“DeepSeek’s R1 model is a breakthrough … Being excited about progress in science is something that we should all want, and seeing the cost of a critical resource come down is also something we should want,” explained Zack Kass, OpenAI’s former head of Go-To-Market.He says Ciena is starting to see increased demand from hyperscalers as “AI-related data bleeds out of the data centers and out into enterprises and consumers consuming AI.” And ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"CIEN":"Ciena科技","AMD":"美国超微公司","CLS":"天弘科技","GOOGL":"谷歌A","META":"Meta Platforms, Inc.","AMZN":"亚马逊","GOOG":"谷歌","NVDA":"英伟达","COHR":"COHERENT","ANET":"Arista Networks, Inc."},"translate_title":"分析师预测，随着DeepSeek的突破，隐藏的人工智能股票将上涨","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":0.9,"AMZN":0.9,"ANET":0.9,"CIEN":0.9,"CLS":0.9,"COHR":0.9,"GOOG":0.9,"GOOGL":0.9,"META":0.9,"NVDA":0.9},"content_text":"Concerns over lackluster guidance and plans for record capital investment weighed on the Magnificent Seven trade this past week.\nThe Roundhill Magnificent Seven ETF (MAGS) fell 2.4% over the last five trading days, led by Alphabet's (GOOG, GOOGL) 9.2% drop and Amazon’s 3.6% decline.\nAnd it’s just the latest headwind for the group. The tech sector is still recovering from the DeepSeek-driven sell-off last month, after investors panicked over fears of a cheaper open-source large language model.\nBut the development of DeepSeek should be viewed as a catalyst for the industry, not a headwind, according to top CEOs and industry experts. One former OpenAI employee told me the market should see DeepSeek developments as a “win,” given their potential to accelerate AI innovation and adoption.\n“DeepSeek’s R1 model is a breakthrough … Being excited about progress in science is something that we should all want, and seeing the cost of a critical resource come down is also something we should want,” explained Zack Kass, OpenAI’s former head of Go-To-Market.\nAnd that sentiment has been echoed by Big Tech CEOs. Alphabet CEO Sundar Pichai described the company’s work as “tremendous” on his firm’s earnings call earlier this week, while Meta (META) CEO Mark Zuckerberg said there were a “number of novel things” that DeepSeek did that the company is “still digesting.”\nFor investors looking to cash in on AI’s next growth phase, it may be time to look beyond hyperscalers and chipmakers like Nvidia (NVDA) and AMD (AMD).\nThe play: AI network stocks — the group that provides the infrastructure for AI applications.\nAnd here’s why: As AI models like DeepSeek’s R1 significantly increase compute demand, the need for high-speed networking solutions will only grow. Bank of America’s Chun Him Cheung wrote in a note to clients this week that a cheaper cost for compute should lead to “wider AI-adoption” and demand should be “robust.”\nT. Rowe Price Science and Technology equity strategy portfolio manager Tony Wang told me he sees the group as “well positioned,” while Stifel’s Ruben Roy also sees upside, citing DeepSeek’s R1 model as a driver of global demand for robust and high-speed networking infrastructure.\n“The networking aspect of it is definitely where there’s a bottleneck in terms of delivering AI infrastructure,” Wang told me. “We're going to need to see a lot more innovation at that layer. “\nRoy sees Ciena (CIEN), Coherent (COHR), and Celestica (CLS) as top beneficiaries as “AI workloads get more efficient to run.”\n“The underlying plumbing for moving data is going to get more challenging to put into place... The interface speeds are moving higher, and the challenges of moving data around can continue to get more complex,” Roy explained.\nHe says Ciena is starting to see increased demand from hyperscalers as “AI-related data bleeds out of the data centers and out into enterprises and consumers consuming AI.” And Celestica, which builds switches and servers for hyperscalers, stands to gain as the industry moves into “custom compute — the custom chips that hyperscalers are designing and developing.”\nMorgan Stanley research analyst Meta Marshall is bullish on AI networking company Arista Networks (ANET). In a recent note ahead of earnings, Marshall wrote that shares are now more attractive following the recent DeepSeek-driven sell-off. She has an Overweight rating on the stock ahead of its earnings report scheduled for Feb. 18.\n\n\n\n\nSeana Smith is an anchor at Yahoo Finance. Follow Smith on X @SeanaNSmith. Tips on deals, mergers, activist situations, or anything else? Email seanasmith@yahooinc.com.\nClick here for the latest technology news that will impact the stock market\nRead the latest financial and business news from Yahoo Finance","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2510471420"}