Friday's Final Takeaways: China, U.S. AI Divergence as DeepSeek Releases New Model

• US & China AI strategies are diverging, with the US emphasizing caution and China accelerating development.
• DeepSeek released its new 4.1 Flash model, and Moonshot AI targets $2 billion in annual recurring revenue by 2026.
• Next week's focus includes central bank activity (FOMC, BOE, BOJ decisions) and economic data (retail sales, housing, manufacturing, China data).
• Lennar (LEN) earnings are expected on Wednesday.

The video highlights diverging AI strategies between the US and China, with US tech leaders advocating for caution while Chinese companies like DeepSeek and Moonshot AI aggressively release new models and target revenue growth. It also previews next week's central bank activity, including the FOMC, BOE, and BOJ meetings, alongside key economic data releases and Lennar's earnings.