The Stock Market LOSES 2 TRILLION, SpaceX and Meta CRUSH, Is CoreWeave Going Under | Basis Points

Hosts argue this week's AI-stock rout reflects debt-financing fears, not broken AI demand, and remain long-term bullish on compute.

• Nasdaq's worst week since April: Nasdaq 100 lost $1.2T in a single day; 10-year yield dipped below 5% as AI capex fears triggered a rotation into bonds and real estate (Zillow, Lennar).
• SpaceX earnings stun hosts: Revenue up 160% YoY to $14.6B, EPS $0.35 (vs $0.15 est.), net income $4B; Starlink/data-center revenue hit $7.56B (+830% YoY) with positive operating margin.

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