Oct 17, 2026 · 7 min · 8 segments
What does the CoreWeave selloff signal for the AI trade? And will the iPhone Duo revive Apple’s sales? Plus, why are brokerages like Charles Schwab cracking down on margin loans? Host Imani Moise…
Imani MoiseHost
As of Monday, the S&P five hundred had more than doubled since October twelfth, twenty twenty-two, marking the longest run for stocks since the rally that followed the two thousand eight crisis and ended in twenty twenty.
Inflation came in hotter than economists expected, adding to bets that the Federal Reserve could raise interest rates again this month.
And those worries spilled over into the AI trade, where companies have been borrowing heavily to drive growth.
All those forces collided this week, leading the S&P five hundred and NASDAQ to have their worst single day performance since July.
The benchmark ten-year Treasury yield notched its biggest weekly decline since February as investors piled in.
The S&P five hundred lost just under two percent, and the Dow bucked the trend, eking out a point seven percent gain.
As of Monday, the S&P five hundred had more than doubled since October twelfth, twenty twenty-two, marking the longest run for stocks since the rally that followed the two thousand eight crisis and ended in twenty twenty.
Inflation came in hotter than economists expected, adding to bets that the Federal Reserve could raise interest rates again this month.
And those worries spilled over into the AI trade, where companies have been borrowing heavily to drive growth.
All those forces collided this week, leading the S&P five hundred and NASDAQ to have their worst single day performance since July.
The benchmark ten-year Treasury yield notched its biggest weekly decline since February as investors piled in.
The S&P five hundred lost just under two percent, and the Dow bucked the trend, eking out a point seven percent gain.
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