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.
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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 despite a beat
50:21 Schwab moves to the Texas Stock Exchange
50:41 Walmart rises on an upgrade
53:15 Treasury yields drop
#AIStocks #StockMarket #Inflation #The830 #YahooFinance
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