DeepSeek V4 Release Expected Imminently, Raising Concerns for Nasdaq and Semiconductor Stocks

Summary

CNBC reports that Chinese AI lab DeepSeek is expected to imminently release its V4 model, with analysts warning of potential negative impacts on U.S. tech and semiconductor stocks. The article draws parallels to the January 2025 DeepSeek release, which triggered significant market disruption — the VanEck Semiconductor ETF (SMH) tumbled nearly 10% and failed to recoup those gains one week to one month following that release. Software stocks, as represented by the iShares Expanded Tech-Software Se