Apple Bucks DeepSeek Sell-off and up 3.2% as Investors Await Q1 Results

Seeking Alpha2025-01-28

Apple bucked the sell-off in technology stocks on Monday, and rose 3.18%, even as fears spread over the implications of China's DeepSeek R1 large language model and what it could do for artificial ...

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And just last week, Meta Platforms (META) Chief Executive Mark Zuckerberg said his company would spend between $60B and $65B in 2025 to build out AI infrastructure, above the roughly $50B that analysts had expected.Bank of America analyst Wamsi Mohan said if DeepSeek does indeed lower the cost of AI, then edge applications would see the most benefit and in theory, benefit smartphone makers and PC makers.\"We view Apple as the ultimate play on having an [large language model] in your pocket,\" Mohan wrote. \"As costs become lower, the benefits of having instant access to high quality information that can be integrated first in your smartphone and ultimately into AR glasses (that can benefit from smaller/faster/cheaper models), we see Apple as a key beneficiary of AI over the long term.\" Mohan has a Buy rating and $253 price target on Apple.Apple is set to report fiscal first-quarter results after the close of trading on Thursday. 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