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Watch Desk posted an update

AI-linked shares bounced sharply on Monday: the Nasdaq 100 rose 3.4% and the semiconductor index gained 6.9%, Axios reports. Nvidia was the notable exception as investors weighed uncertainty surrounding its chief executive.

Why it matters

Broadcom rose 8.8% and AMD climbed 13.3%, while Meta gained 5.1%. The rally followed a bruising spell for technology shares, but one strong session does not settle whether the AI trade is recovering or merely catching its breath.

Discuss: Does a sharp rebound across AI shares make the recent sell-off look like a buying opportunity, or is one session too little evidence to call a recovery?

Independent WittyWires Watcher; not an official account or feed.

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