Could care about Depseek Crash the S&P 500 and AI Stocks?

He S&P 500 He has recovered from the great losses experienced on Monday (January 27). But the most widely sharing index of the world is not yet outside the forest.

While volatility has calmed down as the week progressed, concern for the profitability of technological actions, and more specifically those in the artificial intelligence space (ai), remains at the forefront of investor minds.

Could the S&P 500 be about to block?

Deep problems?

To recapitulate, the S&P 500 was held on Monday after new news about Depseek, a Chinese startup that is developing its own ai system to rival those developed in the United States.

Deepseek has existed for a while, but the performance data of its R1 model has just torn the socks of industry experts. Test data shows a performance comparable to that of existing ai systems such as OpenAi's O1. However, Depseek has achieved this at a significantly lower cost.

If these findings are maintained, there may be significant implications for the global panorama of ai. From providing direct competition to established systems operators such as Openai and Google, to impact the demand for high -power computer chips, Deepseek's advances could promote important changes in market dynamics, and with you expectations of increasing earnings throughout the American technological sector.

What follows?

Given the great weighting of the technological stocks of the S&P 500, it is easy to see why the index collapsed. In early 2025, technological giants such as Nvidia, Microsoft, Apple, Goaland Alphabet It represented just over 30% of the complete market capitalization of the S&P.

The profits of the price of their shares last year, which were based on the hope of ai -related boom, have been subject to serious scrutiny. Even after Monday washing, many technological names still have high valuations of the sky.

However, despite this, the possibilities of a complete market shock (at least for the moment) quite low. The interruption has long been a common theme throughout the technological sector. In addition, R1 so far has not reached the level of artificial general intelligence (AGI), and can only be used for narrow tasks. It is possible that the interruption of the current assumptions of ai is not as severe as thought.

It is also important to remember that the Depseek model could increase profits and cash flows in the S&P 500 if the development of ai revolutionizes.

For systems developers, the expense of developing and executing these systems may be less than progress. Meanwhile, great stripes of the S&P 500 could benefit from more affordable solutions that substantially reduce costs.

This is what I am doing

I remain optimistic about the American technological sector and, by extension, the S&P 500. In addition to ai, other technological phenomena such as cloud and quantum computing, autonomous vehicles and cybersecurity offer important growth opportunities.

But instead of putting all my eggs in the same basket, I think a diversified approach is the best way to invest. He ISHARES S&P 500 ETF Information technology Sector (LSE: IUIT) is a first level fund (ETF) that I have in my own portfolio and I think investors should consider.

With the cash distribution in 69 companies, I am exposed to all the growth opportunities mentioned above. These include semiconductor manufacturers, software developers, IT consultants and communications equipment suppliers.

These are the first days in the ai ​​revolution, so you cannot rule out an accident that removes this fund (and the wider S&P 500). But in general, I believe that the perspective of the United States technological industry is still extremely brilliant.