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Companies like Amazon and Nvidia benefit from strong secular growth.
AI drives efficiencies in operational costs and enhances business outcomes.
Bitcoin's decline over macroeconomic concerns impacts investor sentiment.
Earnings expectations for major tech companies are being revised amid AI developments.
Deep Seek offers cheaper AI alternatives, challenging US tech dominance.
Innovative AI models evolve swiftly, prompting challenges to U.S. AI supremacy.
China successfully navigates sanctions to access essential tech for AI development.
China successfully navigates sanctions to access essential tech for AI development.