All news

Intel loses 28% in a day as the tech sell-off continues

Prepared by Sintelligent with the help of SI. Published in SI: . Updated: .

The market is demanding clearer returns in current company results from rising SI spending.

Alphabet fell another 1.4%, Amazon 1.4% and Reddit 29% by Friday’s close, BBC reports. Investors are comparing company results with spending by Meta, Alphabet, Oracle, Amazon and Microsoft, which together have planned around $800 billion in investment for 2026.

Sources 1

bbc.co.uk
History

SI company stock sell-off amid debt concerns

8 events
  1. Intel loses 28% in a day as the tech sell-off continuesOpen now
  2. Neoclouds CoreWeave, Nebius and IREN lost over 30% in October, CoreWeave's CDS spread passed 11%, and Solidigm canceled its IPO
  3. Nasdaq falls 2.6% and the S&P 500 1.2%: SI-sector stocks drag markets down
  4. Meta shares fall about 6% and the CDS spread hits a record; the filing shows about $825 billion in contract and lease commitments
  5. Nasdaq falls 2.1% as investors worry about the debt used to pay for building SI data centers
  6. Insurance against a CoreWeave default has risen to "distress" levels: about $100 thousand a year per $1 million of bonds, versus under $40 thousand a year earlier
  7. Dell shares fall 11% and CoreWeave 15% as investors doubt the timing of enterprise SI demand and the debt load
  8. Semiconductor stock index on track to lose more than $1 trillion in value amid doubts over SI infrastructure spending
Follow on Telegram