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AI Jitters Return: Is the Magnificent Seven Losing Its Grip? episode artwork

EPISODE · Feb 25, 2026 · 37 MIN

AI Jitters Return: Is the Magnificent Seven Losing Its Grip?

from The Financial Exchange Show · host The Financial Exchange Network

Paul Lane and Marc Fandetti examine growing volatility in the AI trade as markets await Nvidia’s earnings. With software stocks sliding, hedge funds increasing short positions, and the equal-weight S&P 500 outperforming its tech-heavy counterpart, they explore whether leadership in the market is quietly shifting away from the Magnificent Seven.The hour also covers retailer earnings from Lowe’s and TJX, renewed concerns about housing market softness, and what rising investor anxiety around AI-driven disruption could mean for markets in 2026.

What this episode covers

Paul Lane and Marc Fandetti examine growing volatility in the AI trade as markets await Nvidia’s earnings. With software stocks sliding, hedge funds increasing short positions, and the equal-weight S&P 500 outperforming its tech-heavy counterpart, they explore whether leadership in the market is quietly shifting away from the Magnificent Seven.The hour also covers retailer earnings from Lowe’s and TJX, renewed concerns about housing market softness, and what rising investor anxiety around AI-driven disruption could mean for markets in 2026.

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AI Jitters Return: Is the Magnificent Seven Losing Its Grip?

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Frequently Asked Questions

How long is this episode of The Financial Exchange Show?

This episode is 37 minutes long.

When was this The Financial Exchange Show episode published?

This episode was published on February 25, 2026.

What is this episode about?

Paul Lane and Marc Fandetti examine growing volatility in the AI trade as markets await Nvidia’s earnings. With software stocks sliding, hedge funds increasing short positions, and the equal-weight S&P 500 outperforming its tech-heavy counterpart,...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this The Financial Exchange Show episode?

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