Fears around artificial intelligence (AI) have led to a sell-off of software ( IGV ) stocks, and now transport ( ^DJT ) stocks.

Innovator Capital Management chief investment strategist Tim Urbanowicz and Yahoo Finance Senior Business Reporter Ines Ferré sit down with Opening Bid host Brian Sozzi to discuss what the recent market action could mean.

To watch more expert insights and analysis on the latest market action, check out more Opening Bid .