https://aimarketsignal.com/en/2026-10-18/Brad AI Market Signalen2026-10-18No US session, but the AI credit story moved from the price of money to its availability: Bloomberg's credit weekly warns CoreWeave woes could shut the AI junk market while Nscale's flagship runs six months late into a wobbling IPO; Anthropic's roadshow shows a $16.8B quarter — growth intact, slope slower, $1.5T talk now on Reuters' byline 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