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- The Week Ahead - January 26th
The Week Ahead - January 26th
A deep dive on DeepSeek, the AI Company that shocked the market last week
HY Harry
January 26, 2025
In partnership with
The Week Ahead Of Us 🔍
Welcome back!
This is a jam packed edition as DeepSeek has rocked the AI landscape, with Nasdaq futures down -1.2% currently. If you don’t know what DeepSeek is yet, we’ll get into it below.
Let’s get into it.
Here’s a look at earnings this week.
Monday: AT&T, Progressive
Tuesday: Raytheon Technologies, Stryker, Boeing, Lockheed Martin, General Motors
Wednesday: Microsoft, Meta, Tesla, T-Mobile, ServiceNow, IBM, Alibaba, Danaher, ADP, Starbucks, General Dynamics
Thursday: Apple, Visa, Mastercard, Blackstone, Thermo Fisher, Caterpillar, Comcast, UPS, Intel, Altria, Northrop Grumman, Southwest, U.S. Steel
Friday: Exxon Mobil, Abbvie, Chevron, Eaton
Here’s a look at economic data this week.
Monday: New home sales (671k)
Tuesday: Durable goods orders (0.7%), Consumer confidence (106.3)
Wednesday: FOMC interest-rate decision, Fed Chair Powell press conference
Thursday: GDP (2.5%), Initial jobless claims (225k)
Friday: Personal income (0.4%), Personal spending (0.5%), PCE index (0.3%, 2.6% y/y), Core PCE index (0.2%, 2.8% y/y)
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The Main Story 🔍
The Chinese AI Company that has shocked American firms: Introducing DeepSeek, China’s answer to ChatGPT that supposedly only took 55 days to make and cost $5.5mm to train. This compares to models typically costing $100mm-$1B to train.