AI investors have woken up to the bond market’s warning signs

Also in Weekend Reads: Robotic housekeeping, how to save on a wedding, and advice from The Moneyist.

MarketWatch Oct 16, 2026 9:52 PM

We're downgrading this retail stock after a big comeback. Plus, AI names slide again

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC Top News Oct 16, 2026 9:46 PM

Welcome to the ‘AI burnout trade’ — as investors grow tired of debating tech’s promises

AI is likely to pay off eventually, but investors are getting sick of all the hand-wringing over near-term returns, analysts say.

MarketWatch Oct 16, 2026 9:01 PM

AI Fears Are Rocking Markets. The Brave Should Buy the Dips.

There are fundamental reasons to be concerned about the AI trade right now, but other concerns are running the show.

Yahoo S&P Oct 16, 2026 8:59 PM

Analysis-Why CoreWeave is in the crosshairs of the AI scare

Investing Stocks Oct 16, 2026 8:54 PM

NBA tightens betting rules, develops AI to flag suspicious wagers

The NBA is tightening restrictions on bets and deploying AI to help identify suspicious wagering, according to two documents obtained by CNBC.

CNBC Top News Oct 16, 2026 8:50 PM

Strong Top-Line Growth and AI Innovation Lifted Meta Platforms (META) Higher

Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here. Wedgewood Composite delivered a net return…

Yahoo S&P Oct 16, 2026 7:33 PM

AI 'espionage' is a reality that companies need to be 'wary of,' DNI Jay Clayton says

AI "amplifies" existing cybersecurity risks toward U.S. digital infrastructure, Clayton said on "Squawk Box."

CNBC Top News Oct 16, 2026 5:02 PM

US’s AI task force sets path for study and reviews, leader tells CNBC

Investing Stocks Oct 16, 2026 4:54 PM

Here's how the CoreWeave sell-off is affecting OpenAI vs. Anthropic valuations

The spread is widening between AI leaders OpenAI and Anthropic as a sell-off in CoreWeave leads neocloud stocks lower.

CNBC Top News Oct 16, 2026 4:43 PM

Private credit roundup: CoreWeave’s debt stress tests private credit’s AI financing boom

Investing Stocks Oct 16, 2026 4:12 PM

KeyBanc downgrades Workday, sees limited near-term AI contribution

Investing Stocks Oct 16, 2026 3:59 PM

Deutsche Bank sees AI monetization fears creating buying chance in EU chip stocks

Investing Stocks Oct 16, 2026 3:47 PM

Buy Ryanair stock near 52-week lows? Here’s what our AI model says

Investing Stocks Oct 16, 2026 3:25 PM

Stay risk-off as higher real yields and AI volatility threaten stocks: BofA

Investing.com -- Bank of America strategists say they "continue to lean risk-off" for the next three to four weeks, citing 3% real yields, geopolitical risks, midterm uncertainty, …

Yahoo S&P Oct 16, 2026 1:54 PM

Can AI avoid the boom-and-bust fate of past capital cycles? BofA weighs in

Investing Stocks Oct 16, 2026 1:26 PM

Stay risk-off as higher real yields and AI volatility threaten stocks: Hartnett

Investing Stocks Oct 16, 2026 1:24 PM

The best of the AI trade could be behind us. Here’s how to prepare, according to Barclays.

The London-headquartered bank recommends holding on to big tech stocks ahead of their earnings, but has a preference for companies with strong business models.

MarketWatch Oct 16, 2026 1:21 PM

As AI rally wobbles, stock market’s spotlight turns to earnings

Investing Stocks Oct 16, 2026 1:07 PM

Markets Recover to End a Turbulent Week but AI Debt Fears Loom

What a week!

Yahoo S&P Oct 16, 2026 12:51 PM

SpaceX policy manager set to testify as part of NYC Council AI safety investigation

SpaceX is sending its head of global government affairs for AI, Gabriela Castillo Madrid, to testify before the New York City Council.

CNBC Top News Oct 16, 2026 11:00 AM

Taiwan to curb AI chip sales to China for more U.S. alignment- Bloomberg

Investing Stocks Oct 16, 2026 9:05 AM

Which stocks will benefit from AI power demand going nuclear?

Investing Stocks Oct 16, 2026 7:13 AM

Fed's Warsh says AI path will be 'very bumpy' but ultimately 'very good' for wealth

Warsh said he's optimistic that AI will make economies that use it well more productive and wealthier, warning the road there will be "very bumpy."

CNBC Top News Oct 16, 2026 7:08 AM

Taiwan plans $4 bln Texas park to support Nvidia’s AI supply chain - Bloomberg

Investing Stocks Oct 16, 2026 5:37 AM