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As the discussion unfolds, the overarching sentiment is one of uncertainty. The consensus remains fluid, with differing opinions on future developments for various companies. Investors will need to navigate this tumultuous environment with caution, as earnings reports from tech giants like Microsoft, Meta, and Tesla loom on the horizon.
These anticipated earnings calls will likely provide deeper insights into how these companies plan to adapt to changes in the AI ecosystem in light of Deep Seek's entry into the market.