10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26

AI-related corporate credit is tightening and memory/compute stocks are sliding as investors question funding returns ahead of Anthropic's IPO.

• Tech bond issuance collapsing: September AI-related corporate debt issuance fell to $23B (Morgan Stanley data), less than half August's level and down from a record $113B in June, as credit spreads widen for neoclouds and semis versus hyperscalers.
• DRAM names in third straight losing week: Roundhill's DRAM ETF (Micron, SK Hynix, SanDisk, Western Digital) is on its longest losing streak since inception, hurt by CXMT's unverified new memory-tech claims, Hock Tan's comments, and Elon Musk's posts, despite chips reportedly sold out through 2027-2028.

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