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Cramer calls Nuvation Bio a pure spec, prefers CoreWeave over IREN, is unsure on Seneca, cautious on NuScale, and approves Box.
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Box CEO says AI agent swarms will reshape enterprise workflows, especially cybersecurity, by testing vulnerabilities across complex systems.
Karpathy warns AI’s capabilities are outpacing public understanding, as a small elite uses advanced agents for complex coding, math and research.
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
Bond markets are signaling growing concern about AI infrastructure financing as companies borrow heavily to build data centers. CoreWeave faces severe pressure with bond yields at 16% and record credit default swap spreads of 1,195 basis points. Oracle, Meta, and SoftBank also show rising borrowing costs and credit concerns. The fundamental issue: AI projects require massive upfront capital spending before generating revenue, and it remains unclear whether returns will justify the investments.
Major tech indices declined on October 16, 2026, as AI-focused software stocks experienced a sharp reversal. The S&P 500 fell 1.07%, the Nasdaq Composite plummeted 2.15%, and the Dow Jones slipped 0.34%. Goldman Sachs reported that hedge funds sold AI stocks at the second-fastest pace in over a year, triggering a tactical rotation away from smaller AI names toward larger, steadier companies and defensive stocks.
Inflection Points Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors reflect the AI trade, and SOXL is the momo crowd’s