Joy Yang says Trump’s “move fast, break things” playbook is spooking the markets and the Fed. Looking at some of the major disruptive headlines of the last few weeks, she says that “A.I. is still transforming,” with focus moving to software companies like Palantir (PLTR) vs semiconductor makers like Nvidia (NVDA). She also looks at gold hitting new all-time highs, which she ascribes to volatility.