News/News/Oct 15, 2026

AI infrastructure stocks slide on Oct. 15 over borrowing worries; Dell down 8%, Nebius 5%, chip ETF 2%

Dell TechnologiesDELLNebiusCoreWeaveQQQ

Chipmakers and AI infrastructure names fell on Thursday on worries that companies are borrowing too heavily to fund the AI build-out. Dell Technologies lost 8%, Nebius about 5% and CoreWeave 2% for a second daily drop, while the VanEck Semiconductor ETF fell 2% toward an eighth straight loss. Software makers and consumer staples rose as money rotated away from chips.

  • Dell -8%, Nebius about -5%, Iren nearly -8%, CoreWeave -2%
  • VanEck Semiconductor ETF -2%, heading for an eighth losing day
  • Software ETF (IGV) about +1%; Salesforce almost +4%
DELL around the story · hourly24 h reaction ▼ 0.79%
450.76516.82582.87AI infrastructure stocks slide on Oct. 15 over borrowing worries; Dell down 8%, Nebius 5%, chip ETF 2%1Oct 11Oct 13Oct 15Oct 17Oct 19

Moves this explains

DELL−6.06%Oct 14 · Fell 6.1%, extending the previous day's 12.4% slide, as AI infrastructure stocks sold off on worries that companies are borrowing too much to fund the AI build-out: Dell was down 8% at midday, Nebius about 5% and the VanEck Semiconductor ETF 2%.
Source
CNBC
Oct 15, 2026
Read the original ↗