Stocks fell on Thursday, with chip and AI infrastructure names hit hardest by worries that capital to fund the AI buildout will be scarce; the Nasdaq dropped 2.5%. CoreWeave's bonds sold off, making it harder to raise new debt, while Meta shares fell 7.5% despite strong results, as free cash flow turned negative for the first time since its 2012 IPO and an SEC filing said it may need to raise “hundreds of billions of dollars” over several years. On the other side, the 10-year Treasury yield dipped below 5% for the first time since Sept. 23, helping high-dividend and rate-sensitive stocks like Kimberly-Clark and Home Depot stand out.
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Related tickers and likely impact
QQQ
▼ Likely negativeInvesco QQQ Trust
Relevance: high
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/21/2026 | 725.20 |
| Change that session | +1.05% |
SPY
▼ Likely negativeSPDR S&P 500 ETF
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/21/2026 | 773.09 |
| Change that session | +0.53% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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