📅 Oct 14, 2026
A hot US inflation report spooked investors, and AI names led Wednesday's selloff.
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The data-center operator fell 16% as investors zeroed in on its heavy debt load.
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CoreWeave has issued $22B in bonds and $26B in loans — and its June bond now yields about 15%.
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Nebius dropped 11%, Oracle fell 9%, and Dell slid 11%. Barclays downgraded Dell and two other hardware stocks.
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September CPI came in hot, fueling bets on a Fed rate hike — painful for an industry built on borrowed money.
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