10月22日：周四，为Meta Platforms债务违约提供保险的成本触及历史最高水平，原因是投资者对其增加AI建设支出的计划感到担忧。
Oct 22 : The cost of insuring Meta Platforms' debt against default touched an all-time high on Thursday, as investors grappled with concerns about its plan to spend more on its AI build-out.
Meta将其年度资本支出预测的下限上调至今年1350亿至1450亿美元之间，高于此前预期的1300亿至1450亿美元。
Meta raised the lower end of its annual forecast for capital expenditure to between $135 billion and $145 billion this year, up from $130 billion to $145 billion expected previously.
Markit数据显示，受此影响，五年期信用违约互换扩大7.6个基点，至114.79个基点的历史新高，并势将创下至少自2025年以来的最大单日涨幅。其股价最新下跌6%，报655.5美元，触及约六周以来的最低点。
As a result, five-year credit default swaps widened 7.6 basis points to a record high of 114.79 bps and were set for its biggest one-day jump since at least 2025, Markit data showed. Its shares were last down 6 per cent at $655.5, hitting their lowest in about six weeks.
面对借贷成本上升，投资者对债务驱动的AI支出愈发谨慎，新云公司CoreWeave正处于这场风暴的中心，本月其市值已蒸发超过34%。
Investors are growing more cautious about debt-fueled AI spending in the face of rising borrowing costs, with neocloud firm CoreWeave at the center of a storm that has erased more than 34 per cent of its market value this month.
CoreWeave股价周四暴跌8.3%，而竞争对手Nebius Group以及数据中心运营商IREN和Applied Digital也遭遇重挫。
CoreWeave shares slumped 8.3 per cent on Thursday, while rival Nebius Group and data center operators IREN and Applied Digital also saw heavy losses.
被普遍视为AI热潮最大赢家之一的美国芯片股也大幅抛售，费城半导体指数仅周四一天就势将蒸发超过7440亿美元市值。
US chip stocks, widely viewed as one of the biggest winners of the AI boom, also sold off heavily with the Philadelphia Semiconductor Index set to erase more than $744 billion in market value on Thursday alone.
根据标普全球市场财智的数据，超大规模云服务商甲骨文的五年期信用违约互换也接近历史高位，而亚马逊的则维持在2020年3月以来的最高水平附近。
Five-year credit default swaps of hyperscaler Oracle also stood close to a record high, while that of Amazon.com held near its highest level since March 2020, according to S&P Global Market Intelligence data.
甲骨文和Alphabet股价下跌超过2%，微软下跌1.5%，亚马逊下跌4.1%。
Oracle and Alphabet shares dropped more than 2 per cent, while Microsoft slipped 1.5 per cent and Amazon fell 4.1 per cent.