S & P 500 , Nasdaq end sharply lower as revived AI doubts ignite tech selloff

Keywords

S&P 500AI investmentsemiconductorstech stocksearnings

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

Related tickers and likely impact

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

Related news

• The U.S. stock market is fracturing into two camps, and it’s leaving investors with a brutal case of whiplash

  The artificial-intelligence trade is under pressure, with CNN’s “Fear & Greed” index signaling fear. The yield on the 10-year Treasury note just recorded its biggest one-day drop since the collapse of Silicon Valley Bank.

  MarketWatch·22/10, 22:17▼ QQQ▼ SPYAI investmentbondsS&P 500
• Cracks are beginning to show in the stock market , as doubts grow about AI investments

  Just a week after hitting record highs, U.S. stocks are showing strain as investors fret about returns on trillions of dollars invested in AI. As of Thursday morning, the S&P 500 was more than 1% below its record from a week earlier and the Nasdaq was about 4% below its peak. According to the Financial Times, quarterly revenue growth at Anthropic has slowed, though its revenue is still nearly $17 billion, the company says it is profitable, and it is expected to be worth more than $1 trillion when it goes public. Investors are also worried that Chinese memory chipmakers could cause an oversupply, and some are selling bonds backing data centers over doubts that AI revenue will cover the borrowing; economist Ed Yardeni cut his year-end S&P 500 target to 7,900 from 8,400, with the index at about 7,600.

  aol.com·15/10, 16:15▼ NVDA▼ META▼ MSFT▼ QQQAI investmentNVDANasdaq
• Stocks see steepest decline in months amid AI worries

  Investors rushed into US Treasurys amid AI spending worries, driving yields down in one of their steepest one-day declines in more than a year, with the 10-year note below 5% and the 30-year at 5.3%. Chip stocks such as Nvidia and Broadcom sank despite benefiting from tech firms' plans to spend more on data centres, and Morningstar's Malik Ahmed Khan said investors are questioning the health of the entire AI ecosystem. Benchmarks in Hong Kong, Japan and South Korea slipped around 3%, and Europe's Stoxx 600 fell over 1%. Brent crude rose 3% to about US$113 a barrel, its highest since May, amid strikes in Saudi Arabia and around the Persian Gulf, while the average U.S. petrol price was US$4.27 a gallon, up 43% since the war began. Citadel's Ken Griffin said the market was “almost certainly” in a bubble, while Blackstone's Jon Gray described AI demand as “almost parabolic”.

  nzherald.co.nz·23/10, 00:00▼ QQQ▼ SPY▼ NVDA▼ MSFTAI investmentbondsoil prices
• Nasdaq 100 ( Week of Oct . 17 , 2026 ) - 博客

  The Nasdaq 100 posted its worst weekly performance in 18 months, falling 4.5% in the week ending October 16, 2026. Tech and AI-linked stocks slid over doubts about when debt-heavy AI infrastructure firms will turn profitable, along with high oil prices and hot inflation data. Both the Nasdaq Composite and Nasdaq 100 dropped below their 50-day moving averages, and the VIX rose above 20 for the first time since July. Nebius Group (NBIS) and CoreWeave (CRWV) fell about 12% on Friday alone, and the Philadelphia Semiconductor Index posted its eighth consecutive daily loss, its longest losing streak since 2008. Meanwhile, defensive names such as T-Mobile US, Costco and Walmart posted moderate gains, and analysts favor mega-caps Nvidia, Microsoft and Meta.

  blog.wenxuecity.com·17/10, 12:45NasdaqsemiconductorsAI investment
• Prediction: Oct. 21 Will Be a Huge Day for the Stock Market

  The article predicts October 21 could be a pivotal day for the stock market, as Meta Platforms (META) becomes the first of the "Magnificent Seven" tech giants to report third-quarter earnings after the close. In its latest quarter, Meta's total revenue rose 28% to $60 billion, with ad revenue at $59 billion. Investors will be watching whether its capital spending, now about 35% of revenue, is translating into growth. Meta's report could hint at the earnings outlook for other tech giants and set the direction for the S&P 500 in the coming days, with the first trading session after the report on Thursday.

  Yahoo Finance·20/10, 08:15earningsMETAAI investment
• AI CapEx And Earnings : What Happens When Growth Slows

  Lance Roberts argues that AI capex and earnings are now so tightly linked that profits can suffer once spending stops accelerating, even if it does not fall. Goldman Sachs estimates that almost half of the S&P 500's earnings growth this year traces to AI-related spending on chips, servers, power gear and concrete. Hyperscaler capex is projected at $800 billion in 2026, $1.2 trillion in 2027 and $1.4 trillion in 2028, but year-over-year growth slows from 94% to 50% to 17%. Using Goldman's sensitivity, the author estimates that flat 2027 capex at $800 billion would imply S&P 500 earnings growth of only about 1.4%, versus 11% in Goldman's base case. He argues the key risk lies in the shrinking annual dollar increase in spending, which Goldman's path cuts in half in 2028.

  zerohedge.com·19/10, 22:45▼ NVDA▼ QQQ▼ GOOGL▼ METAAI investmentartificial intelligenceearnings

Related markets

US stocks →Vietnam 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·23/10, 04:36cryptocommoditiescopper
• 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·23/10, 04:34bitcoincryptoartificial intelligence
• 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·23/10, 04:29▼ USD/JPY▼ AUD/USD• DXY▼ NZD/USDexchange ratesUS dollaroil prices
• 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·23/10, 04:21brokeragesearningsVietnam
• 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·23/10, 04:20quantum computingIonQvaluation
• 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·23/10, 04:05constructionVietnam