According to DeepLearning.AI, recent developments in AI, such as the deployment of Skyfire drones, could influence tech stocks and related ETFs due to their potential impact on public safety and technology sectors. The rejection of Musk's OpenAI bid might also steer investor sentiment towards alternative AI enterprises like xAI's Grok 3, which is gaining attention for its advanced capabilities. The global policy divide highlighted in the AI summit may lead to regional disparities in AI investments and regulation, impacting global markets. (Source: DeepLearning.AI)

According to The Kobeissi Letter, Morgan Stanley has reduced its price target for Nvidia (NVDA) from $166 to $152. This adjustment is due to DeepSeek's AI innovations, which could potentially be deflationary, leading to export controls or reduced AI spending.