Hot Inflation Hits the Chip Trade

Podcast: The Circuit Brief · The Circuit Brief

Opublikowano: 2026-10-15

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Thursday, October 15, 2026. September CPI comes in at 3.7% year over year, and core inflation rises 0.3% for the month, hotter than expected, reviving bets on another Fed rate hike. The S&P 500 falls 1.1% to 7,718.94, the Nasdaq 1.9% to 26,692.87, the Dow is little changed at 51,621.48, and chip stocks lead the decline. CoreWeave's bonds sell off and its shares drop more than 15%, a sign that financing the AI build-out is getting more expensive. Bank of America falls almost 5% after a penalty charge and...