Even with tech putting in a losing week, investors begin to nibble on software and cyber stocks. The traders debate how to position in the AI trade amid the broader downdraft. Plus, energy stocks hit fresh records as oil rallies back. The Chart Master lays out the one group in the sector that could be poised to play catch-up. Plus, Williams-Sonoma’s dutch oven heats up, a potential delivery app deal and how options traders are positioned heading into next week’s key earnings reports.

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Tech stocks plummeting in today’s selloff, as AI spending fears reach a boiling point. The AI names leading the carnage, and what Nvidia CEO Jensen Huang had to say about a lack of capital holding back growth. Plus, homebuilder stocks catch a bid as rates pull back, how carriers are slashing the iPhone Duo price to get your business, and Moderna’s meltdown; the leaked data that tanked shares, and how options traders are handling the drop in the stock.

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Big Tech earnings kick off with Meta and Tesla both reporting results. The numbers from the quarters, and what top tech analyst Gene Munster is hearing on the company conference calls. Plus, IBM, Las Vegas Sands, and United Rentals delivers results, Wall Street takes a bite out of Chipotle shares, and Coreweave’s lingering debt concerns; why shares are still under pressure and the impact it’s having on the broader AI tech trade.

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