Fed minutes might provide insight on rate policy after Palo Alto Networks' results Tuesday failed to cheer tech traders. Caution remains elevated as rallies can't find traction.

The most valuable precious metal is the highest performer on the year.

Stocks are mixed to start the week as investors remain cautious around the tech sector, perhaps still related to the potential disruption from AI.

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.

This week features GDP and PCE prices Friday after Walmart reports Thursday. Volatility is up after another poor showing from major indexes last week amid AI-related shakiness.

Selling resumed to start the week, concentrated heavily in tech as AI concerns persist. Palo Alto results today precede Fed minutes tomorrow, with key inflation data due Friday.

Most of the major indices are on track for weekly losses as rising concerns around AI disruption dampen investor sentiment.

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.