Kyle Rodda, Senior Market Analyst, Capital.com, tells Steven Filby that comments from Broadcom’s Chief Executive on the AI sector looking like a casino have some validity, and he’s watching for any overheating in it. Peter McGuire, CEO Australia, Trading.com, says he thinks we may see an inflection point ahead. They go onto the IMF’s outlook for global growth, what we might see this earnings season and what the Fed might do next.

Carolyn Wright chats with Priscilla Chan of Speakers Connect about the business of booking expert speakers for business forums.

Ross Feingold, Director of Research, Caerus Consulting, talks on Lisa Su of AMD’s recent visit to Asia, saying her comments were positive for the sector around the region. He goes on to look at Tuesday’s tech sell-off, the fall in global smartphone shipments and the latest on the Nvidia chip smuggling case.