AI Stocks Slide — Anthropic Revenue Miss, CoreWeave Credit Stress

What we know

An account on X reports a broad AI/chipmaker selloff in premarket: Nvidia -1.6%, Amazon -1.8%, Meta -1%, Microsoft -0.5%, with Apple outperforming at +0.8%. The catalyst is Anthropic's Q3 revenue disclosure, which came in below expectations. Another account on X separately flags CRWV CDS being quoted points up — a credit stress signal. Another account on X amplifies an analysis arguing CoreWeave structurally destroys value: borrowing at 9% for a 5% return means every incremental dollar of debt-funded scaling is value-destructive. Another account on X flags what appear to be suspicious $CRWV call purchases near $90 by Leopold Aschenbrenner. Meanwhile, crypto bulls like another account on X argue the AI trade bust is actually bullish for Bitcoin as capital rotates toward harder assets.