Global equities fell as a selloff in the artificial-intelligence trade gathered speed and pushed investors toward the safety of bonds.

S&P 500 futures were down 0.3 percent while Nasdaq 100 contracts retreated 1.2 percent. The leg lower came as Anthropic PBC disclosed $16.8 billion in third-quarter growth to prospective investors, figures that suggested the pace of growth had slowed even as it remained robust.

An exchange-traded fund tracking chipmakers signaled the sector’s six-day selloff was set to continue. CoreWeave Inc. fell a further 6 percent in premarket trading after Wednesday’s 15 percent rout when its bonds also dropped to levels that typically show distress.

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[–] 4 points 1 day ago

Yea the problem might be the lack of physical data centers (there's plenty of imaginary datacenters in the bookeeping lol) to host all the compute. The bonds for Oracle and the others who are supposedly building everything are also in the dumpster, there is not much more cash to go around at all. I think it might be time to pull out of the market soon.

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