What’s News in Markets: CoreWeave Selloff, Apple Milestone, Borrowing Boom

Inflation-driven rate fears triggered an AI-debt selloff (CoreWeave -25%) even as Apple hit a $5 trillion valuation and margin borrowing surged.

• Rate fears hit stocks: Hotter-than-expected inflation data Wednesday revived bets on further Fed rate hikes, triggering the S&P 500 and Nasdaq's worst single-day drop since July.
• CoreWeave craters on debt fears: Shares fell over 25% this week as investors fretted over its $35B+ debt load and projected $80B cash burn over 3.5 years; rivals Nebius and Iren fell 25% and 23%.

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