Cramer is tempted to buy chipmaker, sell hyperscaler on DeepSeek sell-off


Source: cnbc.com cnbc.com

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Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. Stocks tanked Monday as Chinese startup DeepSeek's lower-cost AI model sent shockwaves through the tech sector. Semiconductor stocks led the decline with Nvidia and Broadcom both dropping 13%. Investors fear hyperscalers may be overspending on AI as DeepSeek appears to show you may be able to build competitive language models without using expensive chips. Jim Cramer said the latest news leaves more questions than answers. "I don't think we can necessarily make a conclusion...