According to DeepLearning.AI, the potential impact of U.S. tariffs on AI, as discussed by Andrew Ng, could influence AI market dynamics. Additionally, developments such as Anthropic's mapping of reasoning in Claude and Meta's Llama 4 models are critical for traders to monitor. Alibaba's Qwen2.5-Omni 7B is also highlighted as a significant player in the multimodal AI sector, potentially affecting market strategies.