Nasdaq 100 Keeps Falling Even as Bond Yields Drop Back

The Nasdaq 100 selloff keeps deepening even as bond yields fall, a sign investors now question the valuations and economics behind the AI boom. Fawad Razaqzada, StoneX Media Market Analyst, explains why lower yields are no longer helping technology stocks and how the Nasdaq 100 technical picture is deteriorating. A strong TSMC revenue outlook failed to lift chip stocks, and rising default insurance costs for U.S. tech firms show the strain spreading to credit. Hotter U.S. CPI data has lifted Fed rate hike expectations, while the Nasdaq 100 has slipped below a trend line in place since March. 0:00 Nasdaq 100 Sinks After Hot CPI 0:33 Lower Yields Fail to Lift Tech 1:29 TSMC Ignored as Asia Falls 2:26 The Real Cost of the AI Boom 2:56 CPI Revives Fed Hike Bets 3:31 Nasdaq 100 Correction Risk Discover Actionable Insights with the latest Market Outlook Reports: https://intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_fawad_razaqzada&utm_content=share Like and subscribe for more financial market insights. #Nasdaq #StoneX #FawadRazaqzada #Semiconductors