What’s News in Markets: AI Jitters, Robinhood’s Slide and the Rotation Trade
WSJ What’s News
The Wall Street Journal
4.1 • 4.2K Ratings
🗓️ 14 February 2026
⏱️ 5 minutes
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| 0:00.0 | Sharpen your perspective on the future of technology and business in 2026. |
| 0:04.9 | Take a look inside the new edition of ThoughtWorks Looking Glass and discover how business |
| 0:09.0 | leaders can prepare their organizations for the future and make informed decisions that have a lasting impact. |
| 0:15.3 | Find out more at ThoughtWorks.com slash Looking Glass. |
| 0:22.5 | Hey listeners, it's Saturday, February 14th. I'm Hannah Aaron Lang for the Wall Street |
| 0:27.8 | Journal, and this is what's news and markets. Our look at the biggest stock moves of the week |
| 0:33.1 | and the news that drove them. So let's get into it. |
| 0:38.3 | We got a pair of economic reports this past week on the jobs market and inflation. |
| 0:42.3 | More on that later in the show. |
| 0:44.3 | But first, concerns about the future for artificial intelligence rippled through markets this week, |
| 0:50.3 | but not necessarily in the way you'd expect. |
| 0:53.3 | We've seen these periodic waves of AI jitters weigh on stocks for some time now. |
| 0:58.6 | Typically, the focus has been on the big tech companies leading the AI investing boom, |
| 1:03.4 | Amazon or Alphabet, for example, |
| 1:06.0 | and whether those quote-unquote hyperscalers are spending too much money |
| 1:09.3 | trying to get ahead in the AI arms race. |
| 1:12.6 | This week, however, there was a new anxiety dragging down stock prices. The fear that AI will |
| 1:18.0 | disrupt key industries across the economy and eventually make some companies obsolete. |
| 1:23.5 | Those concerns have affected a really wide range of stocks. Last week, it was software companies that got hit. |
| 1:30.7 | This past Tuesday, it was wealth management and brokerage shares like Charles Schwab and Raymond James, |
| 1:36.6 | which tumbled after news of a new AI tool for tax advice. |
| 1:40.7 | For the week, the tech-heavy NASDAQ composite dropped 2.1%, while the Dow Jones Industrial average fell 1.2%. |
... |
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