Raymond James chief market strategist Matt Orton says the latest bout of selling is less collapse than an opportunity. In a new CNBC interview, Orton is urging investors to treat volatility as a headfake in an ongoing bull market. “I think this rotation that we’re starting to see is probably another head fake,” Orton says, pointing to durable growth themes tied to artificial intelligence and related sectors. “It doesn’t mean that breadth and balance in portfolios isn’t working because it absolutely is.” Orton describes signs of exhaustion in some of the most crowded trades, citing CoreWeave’s disappointing earnings as an…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.