Market Cracks Under AI Debt Burden | The Weekly Wrap
Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.
Friday, October 16, 2026
Back to today 
From X
George Noble on X
@richardsmith $IREN could be a zero.
Barbarian Capital on X
$PM crazy intraday moves (incl new intraday ATH both days) July 28 Oct 15 $COST $KO $BUD $MO $MDLZ similar on these two days; earnings day-like moves https://t.co/jVyJ8a4Tkp
Barbarian Capital on X
E.l.f. Beauty CFO Mandy Fields on consumers, pricing and building a foundation in cosmetics $ELF https://t.co/VYtj1rP3T7
Myles on X
Continuing to add Biotech long short exposure aggressively here. Just longing anything smart people/funds are long and shorting anything with high short interest that's a bit squeezy as a basket, plus shorting some $XBI. Nearing 10% gross exposure.
A Capital on X
@edge_of_power Sounds like cope. Smart money says $CIFR is a 🍩
Lee Roach on X
Target has been completely liquidated of every single Pokemon card and they put up this sign. I’m standing and watching this area and there have been dozens of grown me. Come into your look for Pokemon cards. Market sleeping on GameStop $GME with their entire thumb up their ass. https://t.co/9iA5sovJ8Q
Kuppy on X
Where were the signs..?? $CRWV https://t.co/YEEG8BJ02p
Investor Letters
All letters- Distillate Capital 2026 Q3 TOL $12B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 MEC $362MUCTT $2.5B
- Hosking Partners Q3 2026 DHT $3.7BHAFN $5.4B
- Guinness Global Investors third quarter of 2026 AFL $59BDANOY $44B
- Patient Capital Management 3Q26 ADBE $98BADYEN $34B
- Wedgewood Partners Third Quarter 2026 MSI $76BODFL $39B
- Artisan Partners Q3 2026 JPPTY $68BNGG $80B
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Glen Bradford 5 clicks
Is The Market Turning The Page?
CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.
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Modine Deep Dive
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CoreWeave: Why Credit Markets See A 54% Chance Of Default
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Dustin Quasney 25 clicks
AppLovin Deep Dive
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uniQure: The Market Graded The Wrong Exam
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IQV · long Iqvia Holdings INC
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One Hour Analysis: Driven Brands Holdings ($DRVN), Road Kill or Road to Redemption?
Driven Brands’ 5,000-location auto-service network pairs strong Maintenance results with Car Wash and collision-unit fixes after DRVN fell…
Highlights from Darden Restaurants' Q2 '23 Conference Call
Darden Restaurants posted 2.8% same-store sales growth as Olive Garden and LongHorn outperformed a softer casual-dining market, while…
Summary of Q3 Public Restaurant Conference Calls
Public restaurant chains report easing commodity inflation, 3-5% labor inflation and 3-10% unit growth, while digital, delivery and…
Does anyone remember when Alnylam went up 50 percent in a day on a phase three result
Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.
Purecycle and the good money after bad decision...
PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…
We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.
Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…
Value Roundup
Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…
Going Nuclear with Nuveen
Nuveen municipal-bond closed-end funds could unlock illiquid Energy Harbor holdings through Vistra’s acquisition, receiving cash and a…
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