Friday's rally got the S&P 500 back to break-even, but it was a rough week for specific sectors. The main theme seems to be anxiety about AI disruption. Software stocks took a hit as investors worry about AI tools replacing their services. This is spilling over into professional services too, with companies like Chegg and Coursera down double digits. Small caps also struggled. The Russell 2000 dropped over 5% after some weak labor market data raised concerns about the economy. In commodities, gold and silver miners are seeing high volatility, trading more like meme stocks than safe havens despite the price action in metals. Crypto is down as well, with Bitcoin falling to 15-month lows around $65k, pulling down miners and exchanges like Coinbase. The market seems to be rotating from growth into value.