Nebius Just Became Palantir’s Preferred Sovereign AI Infrastructure Partner

Nebius Stock Falls After Key Gartner Warning as Short Interest Nears 20%

Nebius Group extended its steep sell-off as investors dumped neocloud stocks amid ongoing jitters in the artificial intelligence industry.

Chip Stocks Endure Longest Losing Streak Since 2006 as CoreWeave Credit Concerns Mount: This Week on Wall Street

The iShares Semiconductor ETF is on a nine-session losing run unseen since May 2006, as the KOSPI posts its worst week since 2008, optical names suffer dot-com-era drops and Bank of America sees a Cisco echo.

Shares of AI cloud services companies are trading lower amid persistent concerns over the debt required to sustain the AI infrastructure buildout. Sentiment is also under pressure following a Gartner warning about the outlook for neocloud providers, fueling concerns over the sustainability of spending on AI computing capacity.

Nvidia, Micron and Broadcom Already Trade Like Cisco Post Dot-Com Burst: Bank of America

Bank of America’s Vivek Arya says Nvidia, Broadcom and Micron trade near 13x forward earnings, in line with Cisco after the dot-com crash.

Benzinga Bulls and Bears: Palantir, Apple, Six Flags

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Stock Market Today, Oct. 16: Tech Stocks Plunge as AI Software Valuations Reverse

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.