Morning Blast - February 4th: Tech Stocks Dive, Sector Rotation Heats Up

Hosts Ryan, Michael deliver a fast-paced market update covering equities, FX, commodities and geopolitics. They unpack a software-led sell-off, broadening sector rotation into materials, energy and industrials, and a rebound in metals.

The episode also discusses tensions in the Middle East after an Iranian drone was shot down, key upcoming data (PMIs, ISM, ADP), major earnings (Eli Lilly, Alphabet, Arm) and the implications for investors and traders.