As tech stocks plummet to begin the week, Angelo Zino from CFRA discusses what the DeepSeek A.I. developments mean for the broader tech sector and how cheaper models could upend the industry's CapEx plans. Zino doesn't think the near-term outlook will change for tech companies, and that the sector will still see companies spending as they look to push the limit of their A.I. capabilities. Zino also shares his expectations for Meta Platforms (META) as social media companies deal with the TikTok ban uncertainty.