Markets
markets
Matt Phillips

JPM: Retail traders bought the DeepSeek dip

Amid the hair-on-fire quality of Monday’s DeepSeek freak-out, retail investors were doing a bit of bargain hunting, according to JPMorgan analysts in their weekly analysis of retail trading activity.

“Retail investors bought the dip,” they wrote, adding that they observed meaningful inflows of money into a few notable tech stocks, including Broadcom, Nvidia, and TSMC.

In previous reporting, JPM’s analysts had also noted that retail investors bought into the recent weakness of Palantir, which is also receiving a healthy bump on Tuesday after taking a beating on Monday.

But more broadly, it seems the market is taking some comfort from the position of analysts like Wedbush’s Dan Ives. Early today he wrote:

“DeepSeek does not disrupt the $2 trillion of AI Cap-Ex set for the next 3 years with Nvidia, Microsoft, Google, Amazon, Palantir, ServiceNow, Salesforce, Oracle, TSMC, and others front and center poised to benefit.”

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SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

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