Is the Market Rotating — or Quietly Unraveling?

Chuck Zodda and Marc Fandetti explore a market that appears calm at the index level but is experiencing extreme volatility beneath the surface. With major tech names down sharply while energy, staples, and defensive stocks surge, the hosts examine whether this represents a healthy rotation — or a warning sign.They also break down growing concerns over AI capital spending, what record investor anxiety around tech investment could mean for markets, and how today’s unusual market dispersion compares to past periods preceding major downturns.