Morning Call
Morning Call
CNBC
AI volatility, market rotation, and where tech goes next 2/9/26
43 minutes Posted Feb 9, 2026 at 11:48 am.
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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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