COLOMBIA IMPOSES 25% TARIFFS ON US IMPORTS AFTER TRUMP SANCTIONS: PRESIDENT
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*NASDAQ 100 FUTURES DROP 1%
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U.S. PRESIDENT TRUMP ISSUES EXECUTIVE ORDER REGARDING WATER RESOURCES IN SOUTHERN CALIFORNIA FOLLOWING WILDFIRES
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TRUMP TO ENACT TARIFFS ON COLOMBIA IN DEPORTATION DISPUTE
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BITCOIN BREAKS BELOW $100,000; HITS ONE WEEK LOW OF $99,727
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U.S. S&P 500 E-MINI FUTURES DOWN 1.9%

NASDAQ FUTURES DOWN 3.1%

DOW FUTURES DOWN 1.1%
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*GERMANY JAN. IFO BUSINESS CONFIDENCE INDEX 85.1; EST. +84.7

*GERMANY JAN. IFO CURRENT ASSESSMENT INDEX 86.1; EST. +85.4

*GERMANY JAN. IFO EXPECTATIONS INDEX 84.2; EST. +84.2
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$NVDA - NVIDIA DOWN 7.5% PRE-MARKET
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Premkt

$NVDA: -8.06%
$MSTR: -7.12%
$COIN: -5.52%
$AMD: -4.86%
$META: -4.28%
$MSFT: -3.46%
$AMZN: -3.43%
$TSLA: -3.30%
$GOOGL: -3.22
$AAPL: -1.81%
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KREMLIN SAYS STILL NO SIGNAL FROM U.S. SIDE ABOUT A TRUMP-PUTIN MEETING, APPARENTLY A 'CERTAIN AMOUNT OF TIME' IS NEEDED
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CBOE VOLATILITY INDEX HITS OVER ONE-WEEK HIGH; LAST UP 4.1 POINTS AT 18.9
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$NVDA - NVIDIA DOWN 10% PRE-MARKET
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Premkt

$NVDA: -11.10%
$MSFT: -6.12%
$COIN: -5.44%
$AMZN: -4.97%
$AMD: -4.73%
$MSTR: -4.64%
$META: -4.34%
$GOOGL: -4.03%
$TSLA: -3.34%
$AAPL: -0.94%
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NASDAQ FUTURES TUMBLE 4%
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US 10Y YIELD PLUNGES 10BP TO 4.52%, LOWEST SINCE JAN 2
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NASDAQ FUTURES DROP 5% AHEAD OF MARKET OPEN
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$NVDA - AI-LINKED STOCKS EXTEND PREMARKET LOSSES

NVIDIA DOWN 11.3%, BROADCOM DOWN 14.1%
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DEEPSEEK AI SURPASSES CHATGPT, TAKES TOP SPOT ON APP STORE
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$MSTR - MICROSTRATEGY BOUGHT 10.1K BTC FOR $1.1B AT AVG PRICE OF $105,596
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$NVDA

The DeepSeek sell-off:

Analyst Reactions:
🔸 JPMorgan (Sandeep Deshpande): Suggests the AI investment cycle might be overhyped; DeepSeek's efficiency could lead to a more efficient future.

🔸 Jefferies (Edison Lee): Proposes two strategies post-DeepSeek: continue investing in computing power or focus on efficiency, potentially reducing 2026 AI capex.

Contrasting Views:
🔸 Bernstein (Stacy Rasgon): Believes the panic is overblown; maintains outperform ratings on Nvidia and Broadcom.

🔸 Citi (Atif Malik): Acknowledges a challenge to US dominance but emphasizes the advantage of access to advanced chips, maintaining a buy on Nvidia.

Efficiency and Costs:
🔸 Raymond James (Srini Pajjuri): Suggests that if DeepSeek's innovations are adopted, training costs could decrease, questioning the need for large GPU clusters.

Market Dynamics:
🔸 Cantor (C.J. Muse): Sees DeepSeek's developments as bullish for compute demand, suggesting increased rather than decreased need for GPUs, advocating to buy Nvidia on any dips.
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ISRAEL'S NETANYAHU PLANS TO MEET WITH TRUMP AT WHITE HOUSE NEXT WEEK -ISRAEL’S WALLA NEWS WEBSITE
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