9am Hour: Tech Turbulence, Apple Downgraded, Live: DNI Jay Clayton 10/20/26

A $150M failed Korean data-center deal reignited AI-financing fears, dragging CoreWeave and chip stocks even as other earnings strengths went unnoticed.

• CoreWeave contagion fears: A failed $150M South Korean data-center deal ("Elis") tied to SK Hynix sent CoreWeave, Micron, AMD, Dell pre-market lower; CoreWeave briefly traded below $59, its Friday low.
• Cramer presses for buybacks: He urged CoreWeave's Michael Intrator to cancel stock sales and buy back debt a la David Zaslav, calling his absence from the narrative "not good."

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