As US companies prepare for this earnings season, analysts say they should expect to be asked about AI spending following DeepSeek's launch.

As the dust clears from Monday’s DeepSeek panic, investors are looking to parse winners from losers in the new artificial intelligence reality. Commentary from Big Tech players, particularly the Magnificent Seven companies reporting earnings this week,

Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and they've got a range of views.