Is this the AI selloff everyone's been waiting for? | The 8:30
NDAQNASDAQ INCระหว่างโซน▲ 0.3%
CRWVCOREWEAVE INCระหว่างโซน▲ 6.3%
TSMTAIWAN SEMICONDUCTOR MANUFACใกล้เป้าราคา▲ 6.3%
AAPLAPPLE INCระหว่างโซน▼ 0.5%
TSLATESLA INCระหว่างโซน▲ 4.2%คำอธิบายคลิป
Day two of what the hosts are calling the great AI selloff of 2026: Nasdaq futures are deep in the red as worries over AI debt spread, with CoreWeave's bonds trading around 78 cents on the dollar and its CEO calling the market action irrational. Julie Hyman, Jake Conley and Pras Subramanian break down the gap between the hyperscalers and the neoclouds, Anthropic's reported investor day numbers, record profit at Taiwan Semiconductor, and Apple closing above $5 trillion. Plus hot PPI and retail sales, reports that Starlink service to Ukraine's military was throttled, Tesla's Roadster reveal, and stocks on the move including Charles Schwab and Walmart. Watch The 8:30 live weekdays 8:30-9:30am ET. 00:00 Day two of the great AI selloff 01:08 The S&P 500's 53-session streak ends 01:33 Nasdaq futures deep in the red 02:22 Gartner's warning on AI spending 02:57 Hyperscalers vs. neoclouds 03:19 CoreWeave's debt at 78 cents on the dollar 04:58 CoreWeave's CEO calls the selloff irrational 05:55 'Destroying value at every turn' 06:14 Apollo's Torsten Slok on AI returns and rates 07:34 Volta's 11% debt deal 08:50 Is AI demand rate-insensitive? 09:35 Ramp's data on slowing token spending 10:46 Data centers poll worse than nuclear plants 12:19 Bulls vs. bears on the selloff 13:29 Tech's share of global earnings growth 14:26 Anthropic's investor day numbers 16:11 NYC's comptroller calls for an IPO pause 17:00 What 900% net revenue retention means 18:46 How do you value Anthropic? 19:43 Taiwan Semiconductor posts record profit 22:03 Apple closes above $5 trillion 30:05 Wholesale inflation runs hot 32:05 Retail sales beat estimates 32:48 Can the Fed fix an energy shock? 34:50 Fed rate hike odds 35:12 Starlink throttling in Ukraine 36:33 The White House's Russia pivot 38:58 Unfreezing Russian assets 39:43 Republicans break ranks 41:36 The human cost in Kyiv 42:36 Tesla's Roadster reveal 45:08 Why Tesla needs a halo car 48:16 Neocloud stocks keep sliding 49:18 Charles Schwab falls de
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