Windsor: Market Has Mistaken Demand for AI Compute

Semiconductor stocks started 3Q with their worst two-day selloff in nearly a month. The Philadelphia Stock Exchange Semiconductor Index, which is coming off its best quarter ever with an 88% advance, fell as much as 6% on July 2. Richard Windsor, Founder of Radio Free Mobile spoke to Bloomberg’s Abeer Abu Omar on Horizons Middle East & Africa on the stocks performance. (Source: Bloomberg)