Navigating Interest Rates and Tech Trends

This chapter delves into the Federal Reserve's shifting focus on interest rates and the performance of tech stocks, with particular attention on Nvidia's earnings linked to AI adoption. It explores the current landscape of artificial intelligence startups, the competitive dynamics between the US and China, and emerging investment opportunities in various global markets. The discussion also addresses the implications of trade policies and tariffs on technological growth, emphasizing the potential for Japan's market amid broader economic shifts.