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.

Episode metadata supplied by the publisher feed · Published Feb 11, 2026

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

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