AI stocks bounced back on Wall Street after a steep slide last week, while the rest of the market and global stocks remained shaky. The S&P 500 rose 0.5% and the Nasdaq gained 1.1%, while many European indexes fell more than 1%, including 1.1% in Paris, after weekend protests raised worries about government spending and bond yields. CoreWeave rose 2.8% after tumbling 25.2% last week, and Nvidia added 1.3%. The 10-year Treasury yield climbed to 5.14% from 5.09%, after topping 5.30% earlier this month, its highest level since 2002, raising borrowing costs for governments, companies and households. Cleveland-Cliffs jumped 15.8% after reporting a bigger-than-expected quarterly profit, while Brent crude rose 0.2% to $110.12 a barrel.
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Related tickers and likely impact
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/16/2026 | 709.82 |
| Change that session | -2.50% |
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/16/2026 | 214.14 |
| Change that session | -1.42% |
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/16/2026 | 763.31 |
| Change that session | -1.10% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- AI stocks lead a rebound on Wall Street as European markets drop following protests
AI stocks rebounded on Wall Street Monday, recovering some of last week's steep losses, with the S&P 500 up 0.9% and the Nasdaq composite up 1.7%, while most other U.S. stocks fell. European indexes slid more than 1% after weekend protests raised the prospect of bigger government spending, pushing French bond yields up more than German ones. The 10-year Treasury yield edged up to 5.12%, though falling oil prices, with Brent down 1.4% to $108.35 per barrel, helped keep yields in check. Nvidia added 2.1%, CoreWeave rose 2.9% after tumbling 25.2% last week, and SpaceX gained 3.1% to $150.55, while Cleveland-Cliffs jumped 15.1% on a bigger-than-expected profit. Investors now await Wednesday's results from Meta Platforms and Lam Research for more clues on AI spending, while analysts forecast 29% profit growth for S&P 500 companies.
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AI stocks recovered part of last week's steep losses on Wall Street, while European indexes fell more than 1% after violent weekend protests. The S&P 500 gained 0.4%, the Nasdaq rose 0.9%, and the Dow slipped 44 points, or 0.1%. CoreWeave rose 0.6% after trimming an early 7% gain, following a 25.2% plunge last week, and Nvidia added 0.6%. The 10-year Treasury yield edged up to 5.10%, after touching 5.30% earlier this month, its highest level since 2002. Brent crude fell 1.6% to $108.13 a barrel, and Cleveland-Cliffs jumped 7.7% after reporting a bigger-than-expected quarterly profit.
- Wall Street Bets Big on AI at Six - Year Highs as Nearly Half of Fund Managers Predict a 2027 Crash
Bank of America's October 2026 fund manager survey shows the share of managers overweight technology rising to 37% from 30%, the highest since August 2020, even as about 45% expect an AI bubble by 2027. Ray Dalio has called the boom a “classic bubble” nearing its breaking point. Morgan Stanley projects AI-linked global bond issuance to approach $570 billion in 2026, nearly double last year's full-year pace, as Alphabet, Amazon, Microsoft and Meta, which are projected to spend $700 billion on AI infrastructure, increasingly turn to debt markets. Hyperscaler capital expenditure is expected to pass $1 trillion by 2027, while U.S. federal debt crossed $40 trillion on August 19, 2026. The article frames the earnings reports from Microsoft, Alphabet, Meta, Amazon and Apple during the week of October 26–30 as a test of whether debt-financed AI is generating real commercial returns.
- AI stocks lead rebound on Wall Street as European markets drop
- AI stocks lead a rebound on Wall Street as European markets drop following protests – KTBB News , Weather , Talk
- AI stocks lead a rebound on Wall Street as European markets drop following protests
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