---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000951276.md"
description: "so how are folks feelingnervous, excited, worried?or has nothing fundamentally changed and the market is doing what the market always doespretty violent 2 weeks of sustained selling with today being the worst, but the main "catalysts" for it have been coreweave bonds and anthropic's underwhelming numbersthe question is if those catalysts are enough to actually wreck the entire AI trade and if they arent...when do funds stop derisking and take advantage of discountsto assume these aren't discounts and that this selloff will continue would be to assume that the buildout is entering peak earnings and now future cashflows should be further discounted which is why inflows are just rotating to other elements of the S&P that aren't as affected by AI if not, then there are many things on saleSource: amit"
datetime: "2026-10-23T03:25:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000951276.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000951276.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000951276.md)
author: "[amit](https://longbridge.com/en/profiles/24261296.md)"
generator: "portal-rs"
---

# so how are folks feelingnervous, excited, worried?…


### Related Stocks

- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)

## Comments (1)

- **TheInvestingIguana · 2026-10-23T14:32:58.000Z**: Feels more like a repricing than a break so far, the CoreWeave and Anthropic catalysts are real but they're company-specific stories, not a sector-wide demand collapse. The rotation into non-AI parts of the S&P suggests money's still in equities, just moving around rather than leaving. Whether t


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**