Tech stocks tumble as Meta gives back a 6% rally and investors question the durability of the AI trade. Deepwater’s Gene Munster breaks down the selloff and what it means for the next phase of AI spending. Wedbush’s Matt Bryson reacts to Western Digital earnings and what the results signal for memory demand and the broader AI infrastructure buildout. DataTrek co-founder Nick Colas examines the surge in volatility and whether investors should brace for more turbulence. Meantime, Moderna shares sink while weakness spreads to Chinese tech stocks. BlackRock’s Jeff Rosenberg breaks down the latest bond market moves ahead of the Fed and what rising yields could mean for equities.
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