#Nasdaq100RisesOnChipRebound While the Nasdaq 100’s chip-driven rebound looks bullish on the surface, some analysts warn that the surge may be masking deeper macro fragilities and over-concentrated AI capex risks. With mounting market scrutiny on whether massive infrastructure spending can actually deliver near-term returns—alongside upcoming Federal Reserve policy decisions and Big Tech earnings reports—this bounce could represent a short-term positioning reset rather than a sustainable bull trend. If equity valuations face a sharp reality check during earnings season, crypto markets could quickly feel the pressure, serving as a stark reminder that blindly following tech stock correlation carries significant downside risk.
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