9am Hour: Exclusive: CoreWeave Craters, Red Hot PPI, AI Buildout Fears 10/15/26

AI-infrastructure stocks are repricing hard on cost-of-capital fears even as Anthropic and TSMC insist underlying demand remains robust.

• CoreWeave selloff deepens: Shares extended a 15% one-day drop amid fear over AI financing; stock down roughly 30% in six-seven days as insider selling and a CEO memo calling the market 'irrational' failed to reassure investors.
• Anthropic's $16.8B quarter divides views: Bulls project a $200B 2026 revenue run-rate implying a $2T valuation; bears call the print underwhelming versus $20B hopes, with the company also citing reduced Chinese model distillation.

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