WS #15958
The market is violently repricing the AI infrastructure buildout as CoreWeave bond yields spike to 15% and Nebius equity slumps on debt fears. This credit crunch has triggered a 12% drop in the AI chip index over six sessions, wiping out $1.64 trillion in market value and dragging Bitcoin down 4%. The contagion extends to Cipher Digital and broader semiconductor ETFs like SOXS, signaling that high rates are breaking the debt-fueled growth model of the AI sector.
AI Debt Crisis & Tech Selloff
The market is violently repricing the AI infrastructure buildout as CoreWeave bond yields spike to 15% and Nebius equity slumps on debt fears. This credit crunch has triggered a 12% drop in the AI chip index over six sessions, wiping out $1.64 trillion in market value and dragging Bitcoin down 4%. The contagion extends to Cipher Digital and broader semiconductor ETFs like SOXS, signaling that high rates are breaking the debt-fueled growth model of the AI sector.