CNBC’s Kate Rooney sits down with Apoorv Agrawal, Altimeter Capital companion, to debate the mega-cap tech names outperforming this earnings season, and the way DeepSeek’s technological benefit is weighing on the broader AI ecosystem.
CNBC’s Kate Rooney sits down with Apoorv Agrawal, Altimeter Capital companion, to debate the mega-cap tech names outperforming this earnings season, and the way DeepSeek’s technological benefit is weighing on the broader AI ecosystem.