Tech Market Turmoil and AI Prospects

This chapter explores the significant decline of the Nasdaq 100 amid turmoil in tech markets, focusing on macroeconomic factors and the impact of Broadcom's performance. It provides insights into the semiconductor industry's challenges as companies reevaluate strategies, particularly Intel's stake in Mobileye. The discussion highlights the unpredictability of revenue growth in the AI chip sector, tempered by cautious forecasts for companies like Apple and Qualcomm.