16 February 2026: Rolling disruption

US stocks continue to slip as AI adoption concerns began to spread to other sectors beyond the tech/software space. Meanwhile, Australian markets rebounded last week as investors digested the fallout from the RBA's first hike in two years. On this week’s Bassanese Bites Podcast, David discusses which sectors are now in the spotlight, what the latest US and Australian data really means and how the global equity rotation is reshaping who wins, who loses, and where investors are heading next. Tune in for a concise, expert wrap of the week’s biggest developments in global markets, the Australian economy, interest rates, inflation, equities and geopolitics - and what they mean for investors.