https://aimarketsignal.com/en/2026-10-17/Brad AI Market Signalen2026-10-17CoreWeave bonds at 15% and SOX -11% in a week — credit markets take over AI pricing while TSMC, ASML, Samsung and Micron print records: this selloff discounts duration, not demand; CXMT's 4F² push into server DRAM bolts a China tail onto the shortage consensus; Anthropic's roadshow talk slides from $2T toward $1.5T https://aimarketsignal.com/en/2026-09-26/Brad AI Market Signalen2026-09-26Microsoft rebuilds Copilot as an agent super-app and prints a year-high close — the application layer starts bargaining back against token deflation; Oracle's force majeure, day two: the equipment contract gets reaffirmed while bondholders get repriced; an ITC Section 337 probe into DRAM lands three days before Micron's print