AI volatility, market rotation, and where tech goes next 2/9/26
Episode 43 min 51s

AI volatility, market rotation, and where tech goes next 2/9/26

Markets navigate AI-driven volatility as investors debate tech’s next winners. Plus, insights from Jay Woods, Douglas Boneparth, Alex Kantrowitz, Wayne Kaufman, and Niccolo De Masi on market rotation, earnings strength, quantum’s rise, software selloffs, and where long-term opportunity may emerge.

Community discussion