Chip and AI-infrastructure stocks sold off through the week of October 12 2026 on the hot September CPI and on AI-financing worries: CoreWeave fell more than 16% on October 14 after a chart of its bond yields circulated, investors focused on the debt-financed share of the buildout and rising interest expense, Micron and SK Hynix fell on concerns over Chinese memory competition, and NVDA fell about 2% on the day. CNBC reported that 20 of the most valuable global AI and semiconductor stocks shed more than $1 trillion in the week. ASML warned it may not fully meet demand in 2027 - a supply constraint, not a demand one.