JonesTrading's O'Rourke Says Tech Selloff Is Just Beginning

The video discusses the recent erosion in technology sector valuations, attributed to a hacking story involving China. This has led to increased selling in the sector. Microsoft CEO Satya Nadella highlights hardware hacks as a major security threat, emphasizing the need for secure microcontrollers. The video also explores the potential impact of these security concerns on US-China trade tensions, suggesting a need to rethink the global technology supply chain.

What event is identified as the starting point for the sell-off in the technology sector?

• A government policy change on technology exports

• A sudden increase in technology stock prices

• A hacking story involving China reported by Bloomberg Business Week

• A new product launch by a major tech company

According to Satya Nadella, where might the next big security threat originate?

• Compromised computer endpoints

• Email phishing attacks

• HVAC systems

• Social media platforms

What solution does Microsoft offer to secure microcontrollers against hardware hacks?

• Microsoft Firewall

• Azure Sphere

• Office 365 Security

• Windows Defender

How might China use the technology supply chain in the trade war with the US?

• By toying with the supply chain as a negotiation tactic

• By investing in US tech startups

• By increasing tariffs on tech products

• By banning US technology companies

What is a potential risk to corporate profits mentioned in the context of globalization?

• Increased consumer prices

• Decreased GDP growth

• Higher wages for tech workers

• Reversal of offshoring practices