Morning Call
Morning Call
CNBC
AI volatility, market rotation, and where tech goes next 2/10/26
42 minutes Posted Feb 10, 2026 at 11:50 am.
0:00
42:47
Download MP3
Show notes

Markets navigate an AI-driven rebound as investors debate whether recent gains signal a true reversal or just a bounce. Stephanie Guild, Seana Smith, and John Blank break down selective tech buying, Nvidia’s outsized impact, AI-driven disruption across sectors, and why markets are increasingly becoming a stock picker’s game.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.