AI volatility, market rotation, and where tech goes next 2/11/26

from Morning Call · host CNBC

AI disruption drives volatility as capital rotates from tech into energy and global markets. Todd Gordon, Larry McDonald, and William Lee break down valuation risks, earnings trends, crypto utility, and what comes next for growth stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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This episode was published on February 11, 2026.

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