Eddie of the US Stocks Channel explains the Friday plunge amid AI bubble collapse fears. Despite falling October (month 10) rate hike odds and steady market rates, he traces the two reasons for the 2% Nasdaq drop to CoreWeave and 110 dollar oil. He compares the CoreWeave debt and circular financing scare to the 2023 Silicon Valley Bank run and weighs a possible Nvidia backstop. Citing next week Big Tech earnings and bullish fund manager sentiment, he argues a rotation correction. Every directional outlook is the speaker's conditional judgment and does not confirm any short term price forecast.

US Stocks Channel - Eddie

Nasdaq down 2% despite falling hike odds

CoreWeave plunge and oil above 110 dollars

15% bond yields and Jensen Huang calming fears

Circular financing and bank run lessons

Long term talk in Berlin and earnings week preview

Rotation correction theory and no panic selling

Has the AI bubble started bursting? Should I sell right now

Bloomberg Television reports that China is leading the race to develop the sophisticated robotic hand, the key bottleneck for humanoids. Humanoids that can run or dance are now possible, but replicating the coordination and pressure control of the human hand remains the hardest challenge, it explains. By some estimates, Chinese companies accounted for 97% of global humanoid shipments in the first half of 2026. It explains that about 10 years ago the Chinese government made humanoids a national priority and has nurtured the industry with subsidies and a supply chain in and beyond Shenzhen. With a low birth rate pushing manufacturers to replace workers with robots, Morgan Stanley projects the humanoid market could reach $5 trillion by mid-century, 1,000 times its current size. The US leads in frontier AI, but China has the edge in real-life applications, and more than 140 hundred-million dollars have flowed into the sector this year. For now, though, most robotic hands are still prototypes rather than commercial products, and the next race is coming down to who can train humanoids best. All directional forecasts are the speaker's conditional judgments, not definitive predictions of short-term prices.

Bloomberg Television

Why China Is Racing to Build the Ultimate Robotic Hand

Kim Dante examines whether AI stocks are heading for the worst-case scenario amid another AI fund liquidation rumor and CoreWeave contagion spreading across data centers. He names CoreWeave as the driver of the overnight Nasdaq drop of more than 2%, reporting its plunge of more than 11%, a fall of nearly 60% from its high, and a CDS-implied bankruptcy probability of 60%. He lays out the Nvidia connection as the company Nvidia nurtured, Jensen Huang’s denial of rescue financing alongside his optimism, forward valuation at a multiyear low, and criticism of the neocloud model. He reports the Vara AI fund’s end-June (month 6) 13F holdings list and its 26 billion dollars under management, the forced-selling suspicion from 1.4 times versus 0.75 times volume, and the manager’s denial. He presents Dell’s warning of worsening memory shortages against Musk’s view that 2028 could be a different story if China expands LP5 and LP6 output quickly, with HBM as the exception. He flags falling bond prices of big-tech-backstopped projects as his worst-case scenario and worries about a self-reinforcing squeeze of higher funding rates on new projects and shrinking AI capex. He closes with the on-device open-model variable, Apple’s defensive character, positive AWS signals, and Cathie Wood’s CoreWeave buying, while contagion remains his biggest worry. All directional views are the speaker’s conditional judgments and do not confirm any short-term price prediction.

Naeileun Toojawang - Kim Dante

Another AI fund liquidation? CoreWeave contagion? Are AI stocks heading for the worst-case scenario?

Seong Sang-hyeon proposes changing the question in this selloff and watching for moats that remain after bottlenecks clear. Citing year-to-date gains of 57.2% for the KOSPI and 14% for the S&P 500 as of October (month 10) 8, plus 6 months of upward earnings revisions, he diagnoses both markets as earnings-supported. He summarizes Korea as mid-term correction with the long-term trend intact and near-term oversold conditions, and the US as an uptrend with short-term overheating. He presents level 1 buy-the-dip at the KOSPI 6,400 range and level 2 at the early 6,000 range, along with the beta-model call of 15% cash for Korea and a 100% equity weight for the US. All directional views are the speaker's conditional judgments and do not confirm any short-term price prediction.

Seong Sang-hyeon | MacroBeyond

A more volatile stock market: viewing and responding to the sharp selloff | Seong Sang-hyeon's MacroBeyond part 6-1

Wall Street Briefing maps the CoreWeave driven AI funding squeeze. It reports the 15 percent plunge on the 14th with CDS at 1194 bp, Jensen Huang's rebuttal and Nvidia's 8 percent dilemma. It covers the Broadcom remarks and founder selling plus Anthropic's 168 hundred-million dollar slowdown. It sorts IPO liquidity drain with the funding bottleneck thesis and selective quality trading. It closes on the record 10 year drop and the JPMorgan dilemma. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

Hankyung Global Market

Not memory, not power: the biggest AI bottleneck | Wall Street Briefing

Song Teamjang reviews his account and the US plunge, then maps foreign selling and debt fueled structure. He reports Nasdaq100 down 2.5 percent with CoreWeave down 12 percent and 10 year notes stuck at 5.1 percent. He explains October (month 10) 15 foreign selling of 3 trillion 8 thousand hundred-million won, CDS driven ruin fears, 40 trillion won of margin and surging small holders. He covers fund leverage with VARA 44 percent loss rumors and the case for Nasdaq100 indexing. He works through 10 year 5.3 percent against 19 times PER for 5.26 percent, the 2 times expected PPI shock and money rotation. He answers the pleading junior with Howard Marks on preparation plus rules, time and spare cash. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

Song Teamjang

KOSPI down 40 percent with debt unchanged: my answer to the junior crying save me

He diagnoses today as an AI-wide selloff whose essence is a financial problem. He reports the Dow -0.34% and the S&P -1.09% while the Nasdaq -2.15% and chips -3.83% across AI. He reads the Nasdaq falling further than the Russell 2000, -1.63%, as tech financing fears rather than a rate problem. He cites 6600 hundred-million-dollar Oracle and 1600 hundred-million-dollar CoreWeave backlogs, explaining phantom demand piling through over-ordering in shortages. He notes the Philadelphia chip index fell 9 straight sessions for the first time in 20 years, with Korea already at July (month 7) lows. He warns neocloud CDS premium spikes push funding rates into the 9% range. He names unlisted AI data-center demand as the price driver, flagging Anthropic's listing and the midterms' end as variables. All directional outlooks are the speaker's conditional judgments and do not confirm any short-term price forecast.

Market Protractor TV

[October (month 10) 17 Saturday US Market Brief] Is an AI-Driven Credit Crisis Coming?

DB Securities strategist Moon Hongchul frames the trigger and rebound terms of a market tougher than July (month 7) with a match and gasoline analogy. He links the CoreWeave default risk and 10 year Treasury spread widening from 50 bp to 200 bp with foreign selling since the end of September (month 9). He calls the 5 percent debate a hedge fund scheme and reads short covering at minus 2 sigma plus falling rates on bad news as the end of weakness. He criticizes Fed judgment and data dependence and sees the allocation rotation lasting 2 to 3 months. His stability gauges are a narrower CoreWeave CDS, 10 year notes at 4.8 percent, defending the July (month 7) low and divided government after the midterms. He rebuts AI led growth with a GDP chart and says to follow the leading rooms over facts. He sets 1320 won this year and 1250 won next year on exports and explains Korea's structural heavier hit. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

SamproTV 3PROTV

Why do foreigners dump Korean chips? What a rebound needs | Moon Hongchul, DB Securities asset strategy head [Weekend Interview]

Patrick Boyle reports that a collapse chart of AfD online activity shared by a member of the European Parliament was an unverified graph containing days of future data through Wednesday despite being posted on Sunday. Germany's DW found no source, platform, or metric, no mention of the AfD, and even distorted axis scaling, while Germany's Capital traced its origin to a Threads account, he explains. Ukrainian drones struck 3 of Yandex's 6 data centers, yet according to Cloudflare the traffic that collapsed was mostly Yandex search crawlers, with no unexpected change in social posting, replies, or likes. Real damage froze payments, bus timetables, and apartment gates, and the 2014 data-localization law shielded Russia's internet from sanctions while pinning it within drone range. Troll activity runs on distributed infrastructure such as residential connections, phone farms, and compromised TV boxes rather than data centers, with the 911S5 and Melorator takedowns and a 70-country manipulation report presented as evidence. Western political outrage is a high-margin export of the overseas outrage-content industry, where view rates differ by 15 to 75 times and engagement, not accuracy, is the goal. MIT, Science, and Facebook research shows fake-news spread is driven mostly by real people, super-sharers, and unflagged skeptical stories rather than bots. All directional forecasts are the speaker's conditional judgments, not definitive predictions of short-term prices.

Has the AI bubble started bursting? Should I sell right now

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