Friday the Nasdaq dropped 2.14%.
Tech sector down more than 3%. The word "bubble" back in every headline.
And the name everyone kept pointing at was CoreWeave. Loss-making, around $50 billion in debt.
The chips and the data centres were all still there on Friday.
What changed is the question.
For two years it was "who is building it?"
Now it's "who is paying for it?"
The second question is the one that decides who's still around in five years.
TheStreet had the full Friday wrap: https://thestreet.com/stock-market-today/stock-market-today-dow-jones-sp-500-nasdaq-updates-oct-16-2026
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