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AI markets
The debt and the money behind the AI build-out: who finances it, where the stress shows first.
AI market today
US chips (SOX)
-10.0%
-37% from 1-year high
Nvidia
-8.5%
-24% from 1-year high
Oracle
-7.2%
-54% from 1-year high
CoreWeave
-11.3%
-69% from 1-year high
High-yield bonds (HYG)
-0.4%
-5% from 1-year high
VIX
+55.9%
Data: AI storm on xbe.at ↗
The first articles of this section are in review.
Research notes, not investment advice. No offer to buy or sell any security.