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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 the Shifting Landscape of Home Sales and AI

This chapter explores the latest trends in new home sales for December, noting a surge amidst rising mortgage interest rates and a slight decrease in inventory. It also delves into the emergence of DeepSeek, a new competitor in AI technology, examining its implications on global tech markets and U.S. dominance. The discussion emphasizes the importance of both innovative approaches in AI and investments in infrastructure for sustained growth and efficiency.

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