DeepSeek’s latest AI model sent shockwaves through the market, triggering the largest single-day market cap decline in history. Simon and Dan break down what makes DeepSeek-R1 different, why its cost efficiency could challenge Nvidia’s dominance, and how this news could reshape the AI landscape. They also discuss the implications for Big Tech’s massive AI investments, the impact on power-generating companies, and whether Nvidia’s drop was an overreaction.

Plus, earnings updates from American Express and Goodfood provide insight into consumer spending trends.

Tickers of Stocks/ETFs discussed: NVDA, AXP, FOOD.TO

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