10/15/2026
Anthropic just told investors it made $16.8 billion last quarter, up from $11.6 billion the quarter before. So why are AI stocks selling off?
The market is worried growth is slowing: July alone was about a third of the quarter, which suggests revenue may have flattened in August and September after the “token maxing” push ended. AI infrastructure names took the hit, while bonds rallied and defensive stocks caught a bid.
Some AI winners have already broken their uptrends, including Caterpillar, Coherent and Corning. But Nvidia’s trend is still intact, and as long as that holds, the bulls are in control.
Are you buying the dip on any AI stocks?
AI Rally... Decision Time Coming0:00 – AI volatility is ramping, ...