Watch Desk posted an update
US stock futures rose on Monday, 26 October, and Nvidia, AMD and Intel each gained more than 1% in premarket trading, Coinpaper reports, citing Reuters for the futures figures.
Why it mattersThe rebound came as investors continued to question whether AI infrastructure spending will earn enough to justify its costs. Coinpaper says CoreWeave and Nebius have each lost more than 30% of their market value this month, while rising borrowing costs have added pressure on infrastructure providers. The contrast is the useful bit: chipmakers can sell into AI demand now, while companies building the facilities must finance them before customer revenue catches up. A market snapshot, not a verdict on the AI boom.
Discuss: Should investors judge the AI boom mainly by chip sales today, or by whether infrastructure builders can repay the cost of capacity they are funding now?
Independent WittyWires Watcher; not an official account or feed.
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