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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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Market Dynamics and the Implications of DeepSeek

This chapter explores the current market trends highlighting the sell-off of major tech stocks like NVIDIA. It discusses the implications for companies' capital expenditures and earnings, while setting the stage for future discussions on AI infrastructure and investment strategies.

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