AI Cracks, CPI Looms & Is the Market Rotation Just Getting Started?

Markets hit the brakes as technology stocks sold off again despite lower oil prices and relatively calm bond markets. Is this just healthy rotation beneath the surface, or are investors beginning to question the AI trade that has driven markets higher for months?In today’s AI-generated market podcast, we break down:• Why tech and AI names came under pressure again• The growing debate around AI monetization and spending• Oil’s drop on renewed Iran deal optimism• Why bonds remained surprisingly calm• The importance of tomorrow’s CPI report• The potential market impact of the upcoming SpaceX IPO• Whether this is a buying opportunity or a warning signWe also discuss market breadth, sector rotation, Treasury yields, inflation expectations, and what traders should be watching over the next several sessions.Presented by GAR CapitalJoin the GAR Capital Discord community for daily market analysis, futures and options education, trade ideas, macro commentary, and real time market coverage. With over 12 years of market experience, GAR Capital helps traders navigate bull markets, bear markets, volatility events, and major market-moving headlines.Learn more at GAR.Capital