News · economictimes.indiatimes.com

Market selloff , rising rates test AI data centre deal boom

See the full story in the original article.

Read the original on economictimes.indiatimes.com ↗

Keywords

interest ratesdata centersAI investmentNVDASPY

Open a keyword to see other news on the same topic.

Related tickers and likely impact

NVDA

▼ Likely negative

Nvidia

Relevance: high

MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.2T
Close on 10/14/2026221.30
Change that session-3.16%
NVDA price, forecasts and signals →

QQQ

▼ Likely negative

Invesco QQQ Trust

Relevance: medium

MarketUS stocks
SectorETF
Close on 10/14/2026728.95
Change that session-1.97%
QQQ price, forecasts and signals →

SPY

▼ Likely negative

SPDR S&P 500 ETF

Relevance: medium

MarketUS stocks
SectorETF
Close on 10/14/2026769.60
Change that session-1.08%
SPY price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • Applied Optoelectronics Dives 9% as AI Funding Fears Hit Optical Stocks; Coherent Slides 7%, Lumentum Drops 7%

    Optical networking stocks fell sharply after Broadcom CEO Hock Tan said access to capital could become a bigger constraint on AI expansion than chip shortages, and Intel CEO Lip-Bu Tan pointed to rising borrowing costs. Applied Optoelectronics (NASDAQ:AAOI) dropped 9% to $88.99, Coherent (NYSE:COHR) fell 7% and Lumentum (NASDAQ:LITE) slid 7%, while the Roundhill Photonics & Optics ETF (CBOE:LYTE) lost 8%. The article notes that no company-specific news explained the move, even though AAOI reported Q2 2026 revenue of $191.92 million, up 86.4%, and guided Q3 revenue to $255 million to $290 million. Its top 10 customers accounted for 99% of Q2 revenue, leaving it exposed if one major buyer slows spending or delays deliveries. Fresh order commentary from these suppliers could show whether the pullback reflects a real shift in demand.

    Yahoo Finance·▼ NVDA▼ SPYAI investmentdata centersinterest rates
  • SOXX Heads For 7th Straight Losing Session As Inflation, AI Spending Fears Deepen — Chip Stocks Face $1 Trillion Wipeout

    SOXX fell more than 4% on Wednesday, putting it on track for its seventh straight losing session and its longest losing streak since May 2025. Hotter-than-expected U.S. inflation (September CPI up 3.7% year over year, versus 3.4% in August and 3.6% expected) and worries over AI infrastructure spending weighed on chip stocks. AMD fell over 5%, while Nvidia and Micron, each over 7% of the ETF, dropped over 2%. Bloomberg reported the sell-off could erase more than $1 trillion in market value, and Arm Holdings plunged nearly 16% over six sessions. UBS described the decline as a recalibration of expectations rather than a fundamental break in the AI investment story, and forecasts about 28% third-quarter S&P 500 EPS growth. SOXX remains up 66.74% so far this year.

    Yahoo Finance·▼ NVDA▼ QQQ▼ SPYsemiconductorsinflationAI investment
  • The AI Investment Bubble Is Starting to Crack … and You Might Be Exposed Without Knowing It – NaturalNews . com

    The author argues that the AI infrastructure buildout is a speculative bubble, citing credit markets as the first hard signal: CoreWeave's bonds due 2032 breached the 'distressed' spread of 1,000 basis points, with yields topping 15% for the first time, versus six months to a year ago when these firms borrowed at 6% to 8%. Morgan Stanley analysts warned that Oracle's data center delays could strain its debt, and Bloomberg-cited strategist Chris Wood foresees massive capital destruction in AI. The author contends that open-source models from China, such as Moonshot AI's Kimi K3, now nearly match frontier models and can run on small hardware, reducing demand for costly data centers and subscriptions. He also points to Nvidia's RTX 5090 retail price doubling from $2,500 to $5,000 and predicts that major AI labs may go bankrupt while the technology survives. This is an opinion piece, and the content is cut off mid-sentence.

    naturalnews.com·▼ NVDANVDAAI investmentbonds
  • How Investors Are Reacting To NVIDIA (NVDA) AI Partnership Wave

    Adobe, Delta Electronics, Navitas, London Stock Exchange Group and other partners have deepened collaborations with NVIDIA, tying RTX Spark chips, Nemotron models and CUDA-X software into AI content creation, semiconductor workflows and 800 VDC data center power designs. The article argues these partnerships embed NVIDIA's AI platform more deeply in customers' daily workflows, though they do not clearly change the core catalyst of converting backlog into shipped AI factory capacity. The main risks remain export controls on China and large customers building in-house accelerators. Under the investment narrative cited, forecast revenue reaches US$995.9 billion and earnings US$540.6 billion by 2029, based on assumed annual revenue growth of 48.7%.

    Yahoo Finance·▲ NVDANVDAartificial intelligencedata centers
  • 3 Chip Stocks to Buy Before Big Tech Reports Its Spending Plans

    Microsoft reports fiscal first-quarter results on Oct. 28, and capital spending plans at the big cloud and internet companies keep rising, with the four largest now expected to spend over $700 billion this year. Alphabet raised its 2026 outlook to $195 billion to $205 billion, Amazon to around $220 billion, and Meta to $130 billion to $145 billion, nearly double its 2025 spending. Nvidia's data center revenue rose 117% to $89.0 billion in fiscal Q2 2027 and the stock trades at about 14 times earnings, while Broadcom's AI semiconductor revenue grew 221% to $16.7 billion and data centers made up 79% of Marvell's revenue. The author considers all three worth buying, ranking Nvidia first as the cheapest, and warns that plans flattening in late October could pressure the stocks.

    Yahoo Finance·• MSFTsemiconductorsAI investmentdata centers
  • CoreWeave shares sink 13% as Musk’s ‘Yikes’ highlights AI debt concerns

    CoreWeave shares fell 13% and Nebius Group 8% on Wednesday as investors focused on financing risks across AI infrastructure, after Elon Musk replied 'Yikes' to a post about CoreWeave's bond yields. A chart shared by Chamath Palihapitiya showed the yield on $1.25 billion of CoreWeave's unsecured bonds maturing in 2032 reaching nearly 15% on Tuesday before closing at a record 14.5%. CoreWeave has raised more than $35 billion this year through chip-backed loans, high-yield and convertible bonds and share sales, with debt and lease obligations of about $52 billion at the end of June, per the Financial Times. Rising yields signal that investors want more compensation for lending to the company, which could make expansion costlier and pressure cash flow if demand or customer commitments lag spending. Demand for computing capacity remains strong, but investors are increasingly scrutinizing the debt needed to build data centers and buy Nvidia chips.

    Yahoo Finance·• NVDACoreWeavebondsAI investment

Related markets

US stocks →

Latest news

  • Cardano holders are being asked to bet $5 million on copper hitting a new record

    Toto Finance is asking Cardano's treasury for 22 million ADA, about $5 million, to buy and tokenize copper, with voting closing Nov. 15. About two-thirds of the budget would buy copper stored in a COMEX-approved warehouse for 18 to 24 months before sale, while the rest covers storage, insurance, audits and Toto's work. If the full budget is spent and ADA's dollar price stays unchanged, copper would need to rise about 49.4% for the treasury to recover its investment, and there is no guarantee the treasury gets its original ADA back. Toto could receive up to 3.36 million ADA, roughly 15% of the request, and would keep its commercial rights to its tokenized-copper business. The proposal would use just over half of Cardano's remaining withdrawal allowance, which would not be replenished under existing rules.

    CoinDesk·
  • Bitcoin Core changes security policy as AI makes bugs easier to find

    Bitcoin Core is changing its security disclosure policy because large language models have made some flaws easy to rediscover, so long embargoes offer little protection. Under the new policy, vulnerabilities deemed easily discoverable will be fixed as soon as possible across all maintained major versions, with security advisories published alongside the updates. Other flaws will follow severity-based schedules: low-severity bugs will be disclosed two weeks after the fix is released, while medium and high-severity bugs will be disclosed two weeks after the last affected release reaches End of Life, typically a year after the fix. The change follows a volunteer Bitcoin Red Team report of nearly 5,000 potential issues across 390 projects in August, though only about a fifth had been reproduced at that point.

    Cointelegraph·
  • Asia FX steadies as oil surge weighs on risk appetite, yen holds gains

    Asian currencies and the U.S. dollar were largely subdued on Friday as investors weighed rising energy costs and geopolitical tensions, while the yen held its gains after a safe-haven rally tied to concerns over global growth and tech valuations. The U.S. Dollar Index was flat at 101.60 by 03:33 GMT, near a three-week low and on track for a second straight weekly loss. USD/JPY edged up 0.1% to 156.90 after a nearly 1% drop in the previous session, as the yen reached its highest level in more than a month. Brent crude near $114 a barrel, after a 4% jump on Thursday following attacks in Saudi Arabia, raises inflation risks for energy importers such as Japan, India and South Korea. The Indian rupee extended its losses, with USD/INR up 0.3% to 95.109, while the yuan hovered near four-year lows; the Fed is expected to hold rates at 3.75%-4.00% on October 28, with ECB and BoJ decisions due on October 29 and 30.

    Yahoo Finance·▼ USD/JPY▼ AUD/USD• DXY▼ NZD/USD
  • Securities firm with the heaviest loss in the sector in Q3 2026 revealed

    APG Securities (APG) posted a pre-tax loss of nearly 108 billion VND in Q3 2026, compared with a profit of nearly 20 billion VND a year earlier, the largest loss among securities firms that have reported Q3 results. Revenue fell 21% to nearly 69 billion VND and gains from FVTPL financial assets dropped 93%, while operating expenses rose to nearly 124 billion VND, mainly due to a 119 billion VND loss on FVTPL assets. Financial expenses rose nearly 33% to 43.5 billion VND, mostly interest costs. For the first nine months, APG recorded a pre-tax loss of nearly 105 billion VND, against a profit of over 28 billion VND a year earlier, putting its 2026 pre-tax profit target of 20 billion VND under pressure.

    CafeF·
  • IonQ vs. Rigetti Computing: Which Quantum Computing Stock Is the Better Buy?

    The article compares quantum computing companies IonQ (ion-based) and Rigetti Computing (superconducting). Rigetti reported Q2 revenue of $5.1 million, up from $1.8 million in 2025, but an operating loss of $28.1 million, and held $541.3 million in cash and investments; it also received a $100 million award from the U.S. Department of Commerce. IonQ posted Q2 revenue of $80.1 million and forecasts 2026 sales of $280–290 million versus $130 million in 2025, though its Q2 operating loss widened to $337.2 million from $160.6 million, and the Elisity deal involves stock valued at up to $1.3 billion. The author judges IonQ the better investment given its consistent revenue growth, says they bought IonQ shares, and notes Rigetti's price-to-sales ratio is more than six times IonQ's.

    Yahoo Finance·
  • Hoa Binh Construction dismisses a Deputy General Director

    Hoa Binh Construction (HBC) dismissed Nguyen Kinh Luan from his position as Deputy General Director effective 1 November 2026, for personal reasons, and he will remain a Board member. Earlier, on 15 September 2026, Mr. Luan resigned from all his positions at the company and related entities. Separately, on 18 September 2026, the company distributed more than 51.4 million shares to 99 creditors to swap debt of nearly VND 514.2 billion, equal to 100% of the shares issued. The swapped shares are restricted from transfer for one year and are expected to be delivered within 30 days after the issuance closes.

    CafeF·

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.