AI STOCK SELLOFF EASES AS INVESTORS BUY ON DIPS AMID FALLING BOND YIELDS

What happened: An AI stock selloff eased as investors bought on dips amid falling bond yields. CoreWeave shares fell 2% by midday after dropping as much as 10% earlier and 15% on Wednesday. Key numbers: CoreWeave bonds traded at yields as high as 16%. Nebius fell 5%, Dell dropped 7%, SanDisk lost 2%. Nebius gained 112% in 2026, Dell 273%, SanDisk 476%. Nasdaq was down 0.4%. Why it matters: Analysts called the bout a recalibration of expectations rather than a break in the AI story, but flagged that rates above 5% pressure marginal borrowers and companies below the big hyperscalers.

An AI stock selloff eased as investors bought on dips amid falling bond yields. CoreWeave shares fell 2% by midday after dropping as much as 10% earlier and 15% on Wednesday.

Analysts called the bout a recalibration of expectations rather than a break in the AI story, but flagged that rates above 5% pressure marginal borrowers and companies below the big hyperscalers.