DeepSeek, China’s latest cost-efficient AI model, sent tech stocks plummeting on Monday as it challenged Silicon Valley’s AI leaders. As earnings season swings into full swing, Defiance ETFs CEO and CIO Sylvia Jablonski joins Wealth to offer her market perspective on the artificial intelligence trade.
"What’s good about this is that investors are really digging in and seeing where they should get exposure to really get access to that opportunity in a good way," Jablonski says. While she doesn’t anticipate earnings to elevate a single tech company dramatically, she believes the sector will collectively benefit.
However, she notes Microsoft (MSFT) stands out as particularly "well-positioned," which she describes as "the godfather of AI."
Jablonski advises investors to strategically purchase tech and AI stocks during market dips. Expanding beyond traditional AI investments, she highlights quantum stocks, adding that quantum computing will be crucial "for AI to fully work and come to fruition" in the future, characterizing them as "the new kids on the block."
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