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SOTS 2nd Hour: Breaking down the sell-off – and just what is DeepSeek? 1/27/25

Squawk on the Street

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Navigating Market Pressures and AI Strategies

This chapter explores the pressures in equity markets facing major tech companies like Meta and Apple as they approach crucial earnings reports. It delves into the implications of DeepSeek's announcements on AI strategies and corporate spending, alongside the competitive dynamics in the tech landscape. Additionally, the chapter shifts to investment strategies in the energy sector, emphasizing natural gas stocks and their performance against the backdrop of evolving market conditions.

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