What’s News in Markets: AI Jitters, Robinhood’s Slide and the Rotation Trade

市场新闻速递:人工智能的担忧、Robinhood的下跌以及轮动交易

WSJ Your Money Briefing

2026-02-14

5 分钟
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What do software companies, wealth-management firms and the trucking business all have in common? And why are blue-chip stocks like Walmart outperforming the market? Plus, how did a former karaoke company sink transportation stocks? Host Hannah Erin Lang discusses the biggest stock moves of the week and the news that drove them.Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Hey listeners, your money briefing is on a break,

  • but it will be back with more personal finance information for you in the future.

  • Until then, here's the news moving markets this week.

  • Hey listeners, it's Saturday, February 14th.

  • I'm Hannah Erin Lang for the Wall Street Journal, and this is What's News in Markets.

  • Our look at the biggest stock moves of the week and the news that drove them.

  • So let's get into it.

  • We got a pair of economic reports this past week on the jobs market and inflation,

  • more on that later in the show.

  • But first, concerns about the future for artificial intelligence rippled through markets this week.

  • but not necessarily in the way you'd expect.

  • We've seen these periodic waves of AI jitters way on stocks for some time now.

  • Typically, the focus has been on the big tech companies leading the AI investing boom,

  • Amazon or Alphabet, for example.

  • And whether those quote unquote hyperscalers are spending too much money trying to get ahead in the AI arms race.