Akamai Jumps on Anthropic Deal, 30-Year Yields Top 5.5%: Stock Market Today (CORRECTED)

AI Debt Warning Signs Are Piling Up: Why Bond Markets Are Getting Nervous About AI Infrastructure Spending

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.

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.

Semis And Bonds At Inflection Points; Bonds Become Correlated With AI Trade; Musk Shows Flying Roadster

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

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.

Why Hewlett Packard Enterprise Stock Plunged 20% This Week

Hewlett Packard Enterprise stock fell 20.2% this week after Barclays downgraded the company, citing concerns that corporate AI hardware adoption is taking longer than expected. The analyst noted that only 5% of IT budgets are currently allocated to AI, with recent server revenue gains driven by higher component costs rather than increased unit shipments. Despite the downgrade, the author argues HPE's networking business, GreenLake subscription service, and strong backlog position it well even if enterprise AI spending slows.

Nvidia Announces RTX Spark AI Laptops Available Today From ASUS, Dell, HP, Lenovo, Microsoft, And MSI