Nasdaq 100: Futures Bounce as Traders Test AI Credit Fears Before Big Tech Earnings

Impact · against what's priced in

The distress in AI infrastructure credit spreads (CoreWeave) creates a systemic risk that challenges the high-growth assumptions for Big Tech's AI scaling, though the market has already priced in significant deceleration. For META, AMZN, and TSLA, these credit fears reinforce the market's existing refusal to pay for AI-driven upside or margin expansion.

AMZN−0.30

Challenges what's priced in

The price assumes