EPISODE · Feb 9, 2026 · 43 MIN
AI volatility, market rotation, and where tech goes next 2/9/26
from Morning Call · host CNBC
Markets navigate AI-driven volatility as investors debate tech’s next winners. Plus, insights from Jay Woods, Douglas Boneparth, Alex Kantrowitz, Wayne Kaufman, and Niccolo De Masi on market rotation, earnings strength, quantum’s rise, software selloffs, and where long-term opportunity may emerge. 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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What this episode covers
Markets navigate AI-driven volatility as investors debate tech’s next winners. Plus, insights from Jay Woods, Douglas Boneparth, Alex Kantrowitz, Wayne Kaufman, and Niccolo De Masi on market rotation, earnings strength, quantum’s rise, software selloffs, and where long-term opportunity may emerge.
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AI volatility, market rotation, and where tech goes next 2/9/26
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