AI Infrastructure Stocks Slump as Debt Costs Trigger Selloff

AI infrastructure stocks faced an oversold selloff driven by debt cost repricing, with chip stocks posting their longest losing streak since 2008 and CoreWeave plunging 15.5% as hotter-than-expected US inflation lifted rate-hike odds. Meanwhile TSMC posted record results and ASML said its supply is booked through 2028.

2026-10-17 ~ 2026-10-17 · 2 related posts

• 15 of 16 AI stock baskets lost to the S&P this month as SNDK falls 44% from highs — demian_ai · 2026-10-17
• CoreWeave drops 15.5% as hot inflation hits AI's leveraged buildout; TSMC, Anthropic demand stays red-hot — pdamodaran · 2026-10-17