Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Good morning. Today is Wednesday, January 29th. I'm Julie Morgan.

ASML is on our list of the biggest movers of the day pre-market. Did DeepSeek take something from OpenAI? And SoftBank is reportedly exploring a new

investment opportunity. ASML is up 8% in pre-market action. The Dutch semiconductor

equipment maker gained 11% on the London Exchange as it reported better than expected net sales and profit for Q4.

Revenue of 9.26 billion euros beat by 200 million euros or an increase of nearly 28% year over year.

ASML expects 2025 total net sales to be between 30 billion and 35 billion euros with a gross margin between 51 and 53%.

The company expects Q1 2025 total net sales between 7.5 billion and 8 billion euros versus the consensus of 7.24 billion euros and a gross margin between 52 and

53%. And boosting investor confidence even further, the company raised its annual dividend by 4.9%.

Microsoft and OpenAI are investigating if a group linked to Chinese AI startup Deepseek

obtained data output from chat GPT in an unauthorized manner. Bloomberg reported citing people

familiar with the matter that security researchers at Microsoft in the fall noted individuals

believed to be linked to Deepseek,

exfiltrating a lot of data using OpenAI's application programming interface or API.

Under OpenAI's terms, developers must pay to use its API to integrate its AI models into

their applications.

Microsoft OpenAI's largest investor notified the AI startup of the group's suspicious

activity, which could violate its terms of service or indicate that the group may have

circumvented restrictions on how much data they could access.

DeepSeek's latest AI model R1 stunned Silicon Valley as it outperformed

American rivals and was developed at a fraction of the cost, sparking a tech sell-off that caused

a $1 trillion market wipeout on Monday.

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