Investors may be rotating out of AI, but Brent Kochuba of SpotGamma points out that unloved sectors have been outperforming. He blames leverage in options and single-stock ETFs across tech as the key drivers to downside price action. So, how should investors react? Brent discusses the key crossroads AI stocks now face as investors remain uncertain around high-debt companies like CoreWeave (CRWV). He turns to earnings ahead like Meta Platforms (META) and SpaceX (SPCX) to gauge how the reaction to those reports can flash the green light back on for the AI trade.
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