Intro

Stocks selling off on what could be a possible re-rating of U.S. Tech dominance – and a re-evaluation of the AI rally… Carl Quintanilla, David Faber, and Leslie Picker broke down the latest, alongside Senior Markets Commentator Michael Santoli who put today’s numbers into context. 

Across the hour, the team discussed the implications of this DeepSeek news for semiconductor stocks, big tech, energy, and private AI companies like OpenAI – plus, got one skeptic’s take on the technology.  

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