Tech Swoons in Early Trading Before Paring Losses Into Close 6/9/26

About this episode

The episode discusses the impact of rising rates and geopolitical uncertainty on the tech market, featuring insights from various industry experts.

Investors weigh rising rates, a weakening software trade and fresh geopolitical uncertainty. Marta Norton of Empower assesses the broader market backdrop and explains where investors should focus as volatility returns. KeyBanc’s Jackson Ader examines the software slump and previews Oracle earnings as investors look for signs that enterprise technology spending remains healthy. Apple comes under pressure following WWDC: our Mackenzie Sigalos breaks down the market reaction and what investors expected from the event. Jonathan Krinsky of BTIG argues investors may not be out of the woods yet and explains what the technical picture says about the rally. Plus, Crusoe CEO Chase Lochmiller weighs in on data center weakness concerns.

People in this episode

Guests: Marta Norton, Jackson Ader, Mackenzie Sigalos, Jonathan Krinsky, Chase Lochmiller

Topics covered

• market volatility
• software trade
• geopolitical uncertainty
• enterprise technology
• Apple market reaction
• data center weakness

Keywords

• investors
• software slump
• Oracle earnings
• enterprise technology spending
• WWDC
• market reaction
• technical analysis
• data center weakness

Mentioned in this episode

Organizations: Empower, KeyBanc, BTIG, Crusoe, Oracle

Places: Apple

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