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

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.   Squawk on the Street Disclaimer

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CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer and David Faber is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential Chief Executive Officers and greatest market minds.