What’s News in Markets: Gartner Woes, Super Micro Surge, Coinbase Volatility

WSJ Your Money Briefing

The Wall Street Journal

Business News, News

4.1 • 1.7K Ratings

🗓️ 7 February 2026

⏱️ 6 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Why are Gartner investors so spooked by AI? And how is the AI infrastructure buildout supercharging Super Micro shares? Plus, what’s behind the selloff of Coinbase shares? Host Jack Pitcher 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

Transcript

Click on a timestamp to play from that location

0:00.0	Isn't home where we all want to be?
0:01.9	Reba here for Realtor.com, the pro's number one most trusted app.
0:06.2	Finding a home is like dating.
0:08.0	You're searching for the one.
0:10.0	With over 500,000 new listings every month, you can find the one today.
0:15.3	Download the realtor.com app because you're nearly home.
0:18.9	Make it real with Realtor.com.
0:22.0	Pro's number one most trusted app based on August 2025 proprietary survey.
0:25.0	Over 500,000 new listings every month based on average new for sale and rental listings, July
0:28.3	2024 to June 2025.
0:30.2	Hey listeners, your money briefing is on a break, but it will be back with more personal
0:34.3	finance information for you in the future.
0:36.6	Until then, here's the
0:37.8	news moving markets this week.
0:41.3	Hey listeners, it's Saturday, February 7th. I'm Jack Pitcher for the Wall Street Journal,
0:47.0	and this is What's News and Markets, our look at the biggest stock moves of the week and the news
0:52.4	that drove them. Let's get to it.
0:55.4	February opened with fireworks, with markets posting one of their most volatile weeks
0:59.7	of the last year. The driver, rapid advancements in AI are making investors question some
1:05.8	long-held assumptions. Software developers, data and research companies, and IT services providers all got clobbered this week on concerns that AI is a threat to their businesses.
1:16.6	The sell-off was most pronounced on Tuesday, when Wall Street analysts zoomed in on new features from Anthropics AI model, clawed.
1:24.6	Its ability to assist with legal research and review prompted investors to dump
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Wall Street Journal, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Wall Street Journal and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.