Kunjan Sobhani, Senior Semiconductors Analyst at Bloomberg Intelligence, discusses Broadcom's disappointing earnings and its implications for the semiconductor industry. Katy Kaminski, Chief Research Strategist at AlphaSimplex, shares insights on the resilience of the AI chip market amidst broader economic challenges. Shaun Cochran, Head of Research at CLSA, highlights investment opportunities in Japan against a backdrop of U.S.-China relations while cautioning about China's slow growth. They also explore the potential shifts in interest rates and market dynamics.