Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26

Traders see CoreWeave's debt-fueled collapse and rising cost of capital, not demand, as the real threat to the AI trade.

• CoreWeave leads AI unwind: Shares fell another 12% Friday, down ~25-30% over two weeks; Tim Seymour notes 25 cents of every CoreWeave dollar goes to debt service.
• Semis post historic losing streak: The SMH fell for a ninth straight session, its longest losing streak in 25 years, as Nasdaq posted its worst day since July (-2%).

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