CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter

Market update for October 15, 2026

Interview with Coreweave’s Cofounder Brannin McBee [YouTube]

Interview with Gil Luria [YouTube]

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In today’s episode, Zaid covers:

• Why stocks had their worst day since July,

• CoreWeave’s bonds fall into distress

• TSMC’s record profits and potential Texas expansion

• Walmart’s upgrade and unexpected advantage in AI shopping

• Rocket Lab’s latest setback for its bigger rocket

• Berkshire Hathaway’s surprising bet on Bending Spoons