Sinking AI stocks undercut markets worldwide as oil climbs to its highest price since May

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• AI stocks tumble and drag down markets worldwide as oil prices climbgreeleytribune.com·22/10, 14:45▼ NVDA▼ QQQ▼ META▼ SPYoil pricesAI investmentNVDA
• Stock market today: Dow, S&P 500, Nasdaq futures mixed as the AI trade rebounds

  US stock futures were mixed on Monday, with Dow futures down 0.1%, S&P 500 futures up 0.5%, and Nasdaq 100 futures up more than 1%, as tech led a rebound after all three major indexes ended lower on Friday. The Nasdaq had its worst week since June, while the S&P 500 rose after a nearly 2% drop the previous week. Nvidia and AMD led semiconductor shares higher, and CoreWeave was set to open higher after AI financing worries pressured it last week. Investors are looking ahead to Netflix's results after Tuesday's close and to Tesla and Meta earnings on Wednesday. Brent crude was at $108 per barrel after Ukraine struck Russian oil facilities and tankers were attacked in the Middle East, while West Texas Intermediate fell to $98.

  Yahoo Finance·19/10, 11:27▲ QQQ▲ NVDA▲ SPYQQQSPYNVDA
• Nvidia’s CEO Says “All of This Is Going to Pass” After Tech Lost $1 Trillion in a Day

  On October 16, 2026, tech stocks lost more than $1 trillion in value in a single session as oil and Treasury yields rose. In Berlin, Nvidia CEO Jensen Huang said “all of this is going to pass” and that AI will benefit every industry, but he announced no new orders, guidance or customers. The Nasdaq 100 fell 2.5% to 29,187.55, and the Philadelphia semiconductor index dropped 3.8%, its eighth straight losing day and longest such streak since 2008. Nvidia slipped 1.43% to $214.13, a $5.17 trillion market value, holding up better than AMD, Intel, Micron and Broadcom. The article argues Huang’s comments do not address the real drivers of the selloff, namely WTI crude at $101.91 on October 14 and the 10-year Treasury yield at 5.10% on October 15, and calls the November 18 earnings report the key test.

  Yahoo Finance·17/10, 11:15▼ NVDA▼ QQQ▼ SPYNVDAtech stockssemiconductors
• Update: Equities Slide Intraday as AI Spending Concerns Drive Tech Sell-OffYahoo Finance·22/10, 18:16▼ META▼ QQQ▼ NVDA▼ SPYartificial intelligencetech stocksAI investment
• ‘AI is on trial’: Bond yields sink below 5% as investors look for safetyMarketWatch·22/10, 16:35▼ NVDA▼ DXY▼ GOOGL▼ METAartificial intelligencebondsNVDA
• AI Boom Boosts Fortunes of Several Tech Leaders as Elon Musk Leads Gains, BestBrokers.com SaysYahoo Finance·21/10, 19:24▲ NVDA▲ MSFT▲ TSLANVDAartificial intelligenceElon Musk

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• SpaceX Says It’s on Pace to Bring 200,000 Nvidia Chips Online a Month. Here’s Why Jensen Huang Calls GPU-Backed Loans “the Big Idea”

  Nvidia (NVDA) closed at $221.97 on October 21, up 2.54%, a day after SpaceX said on its earnings call it expects to bring about 200,000 Nvidia GB300s online each month for the rest of the year. According to the Financial Times, SpaceX is seeking about $40 billion in loans and investment-grade debt to buy the chips, with Apollo expected to lead; a source told CNBC the deal would likely use the GPUs as collateral, though Bloomberg reports talks are early and could fail. Nvidia is both a supplier and a SpaceX shareholder, with a stake worth about $21 billion at the end of June. The article's main risk is financing: if rental rates fall, collateral value falls too, and Nvidia's free cash flow dropped to $21.40 billion in the July quarter from $48.59 billion the prior quarter.

  Yahoo Finance·22/10, 19:48▲ NVDASpaceXNVDAsemiconductors
• a16z Drops Crypto From Its Name, Widens Bets to AI and Frontier Tech

  Andreessen Horowitz is renaming its crypto fund “a16z Frontier” and widening its mandate to AI and other long-horizon technologies, according to an email to newsletter subscribers. The firm says it will keep investing in crypto and advocating for sensible crypto regulation. Chris Dixon argues blockchains have faded into the background of products from Wall Street and fintech firms, so companies should be defined by what they do rather than the technology they use. He expects new “native use cases” to emerge, and sees crypto as a way for AI agents to pay each other. The new fund will be led by Dixon with Marc Andreessen, Ben Horowitz, Eddy Lazzarin and Guy Wuollet; the post gives no size for it, and the latest figure on record is the $2.2 billion announced in May.

  Decrypt·22/10, 19:46▼ BTC/USDT▼ ETH/USDTcryptoartificial intelligenceinvestment trusts
• Dell Unveiled New AI Servers a Week After Barclays’ Downgrade. Here’s Where the Stock Could Go by 2031

  Dell unveiled new AI Factory servers with NVIDIA at GTC Berlin on October 21, one week after Barclays downgraded the stock and cut its target to $574 from $603. Shares closed at $485.88, still below the $572.47 close of October 13. Barclays argues strong revenue mainly reflects memory costs passed on to customers, while CFO David Kennedy says new dense systems can replace 5 or 6 of those existing servers and supply will be tighter in 2027. Traditional servers and networking revenue rose 122% to $10.5 billion in the fiscal second quarter, and the AI server backlog stood at $95 billion as of July 31. TIKR's mid-case scenario puts the stock near $750 by January 31, 2031, about 54% higher, while Dell reports fiscal third-quarter results after the close on November 24.

  Yahoo Finance·22/10, 19:44• NVDADELLserversvaluation
• Elon Musk invests $1bn in CNN-owner Skydance

  Elon Musk reportedly invested $1bn in Skydance, the newly formed company created through Paramount's $110bn takeover of Warner Bros, which owns CNN and CBS News, according to Semafor. Skydance carries net debt of roughly $80bn and is targeting $6bn in cost savings. The article says the investment repays a favour to Larry Ellison, who backed Musk's $1bn Twitter takeover in 2022. While the cash may ease pressure on Skydance's balance sheet, it could also fuel concerns about a right-wing media empire, as unions have accused CBS of editorial interference.

  Yahoo Finance·22/10, 19:35Elon Muskmergers and acquisitionsParamount
• Winklevoss PAC moves into Texas Senate race with $81K ad buy

  Digital Freedom Fund, a super PAC launched in 2025 by Gemini co-founders Cameron and Tyler Winklevoss, spent more than $81,000 on direct mail backing Republican Ken Paxton and opposing Democrat James Talarico in the Texas Senate race. The PAC also spent in Ohio, bringing its support for Republican Jon Husted to about $7 million, and reported raising about $34 million as of Sept. 30. Prediction markets Kalshi and Polymarket heavily favored Democrats retaking the House and Senate in 2027, a result that would significantly affect the chances of passing the Digital Asset Market Clarity Act. Paxton had earlier benefited from $500,000 in ads funded by Fellowship PAC, which went through Nxum Group, co-founded by former Trump crypto adviser Bo Hines, and Nxum reportedly received $6.3 million in a deal with Tether.

  Cointelegraph·22/10, 19:29cryptomidterm electionsregulation
• Why HubSpot Stock Rallied Today

  HubSpot shares jumped as much as 7% on Thursday amid speculation about software sector M&A. Earlier this week Salesforce agreed to acquire Braze for $5.66 billion at a 58% premium, and the prior week CCC Intelligent Solutions and Varonis Systems agreed to deals at 44% and 52% premiums. Jefferies analyst Samad Samana sees the Braze deal as a possible spark for a takeover of Klaviyo and considers HubSpot an attractive private equity candidate, though he views a direct acquisition as unlikely. The article estimates a HubSpot deal, given its market cap above $13 billion and an average 51% premium, could cost around $20 billion, but stresses this is speculation.

  Yahoo Finance·22/10, 19:23HubSpotmergers and acquisitionssoftware