What’s News in Markets: AI Jitters, Robinhood’s Slide and the Rotation Trade
WSJ Your Money Briefing
The Wall Street Journal
4.1 • 1.7K Ratings
🗓️ 14 February 2026
⏱️ 5 minutes
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| 0:00.0 | I think the potential of Agenic is to rethink how work gets done overall. It challenges all sorts of |
| 0:06.8 | traditional orthodoxies around how organizations execute the work at hand. That's Jason Gersatus, |
| 0:12.6 | CEO of Deloitte U.S., talking about the transformational potential of Agenic AI. Join him later to |
| 0:19.0 | learn why agents are a game changer for businesses across industries. |
| 0:23.3 | Hey listeners, your money briefing is on a break, but it will be back with more personal |
| 0:27.4 | finance information for you in the future. Until then, here's the news moving markets this week. |
| 0:35.3 | Hey listeners, it's Saturday, February 14th. I'm Hannah Aaron Lang for the Wall Street Journal, and this is what's news and markets. |
| 0:43.3 | Our look at the biggest stock moves of the week and the news that drove them. |
| 0:47.3 | So let's get into it. We got a pair of economic reports this past week on the jobs market and inflation, |
| 0:55.6 | more on that later in the show. But first, concerns about the future for artificial intelligence |
| 1:01.2 | rippled through markets this week, but not necessarily in the way you'd expect. We've seen these |
| 1:06.6 | periodic waves of AI jitters weigh on stocks for some time now. Typically, the focus has been |
| 1:12.6 | on the big tech companies leading the AI investing boom, Amazon or Alphabet, for example, |
| 1:18.8 | and whether those quote-unquote hyperscalers are spending too much money trying to get ahead in the |
| 1:23.8 | AI arms race. This week, however, there was a new anxiety dragging down stock prices. The fear that AI will disrupt key industries across the economy and eventually make some companies obsolete. Those concerns have affected a really wide range of stocks. Last week, it was software companies that got hit. This past Tuesday, it was wealth management and brokerage shares like Charles Schwab and Raymond James, |
| 1:49.4 | which tumbled after news of a new AI tool for tax advice. |
| 1:53.5 | For the week, the tech-heavy NASDAQ composite dropped 2.1%, while the Dow Jones Industrial average fell 1.2%. The broad-based S&P 500 ended the week 1.4% lower. |
| 2:09.6 | One of the strangest examples of this new wave of AI fears was Thursday's slide in transportation |
| 2:18.6 | stocks. The apparent trigger was a news release from a Florida firm called Algorithm Holdings |
| 2:23.9 | that said it could use AI to improve efficiency in the trucking business. Algorithm's main business |
| 2:29.8 | was once selling karaoke machines, as my colleague Ryan December reported this week. |
| 2:35.1 | Still, in the wake of that release, |
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