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 are the implications of the China hacking story on the technology sector?

How does the CEO of Microsoft perceive the threat of hardware hacks?

In what ways might the trade tensions between the US and China be affected by concerns over hardware attacks?

What changes might be necessary in the technology supply chain due to recent hacking incidents?

Discuss the potential risks to corporate profits as a result of the evolving trade dynamics with China.