Today's AI and US stock market insights: 1. Big pullback! SPY and QQQ plunged, testing key support levels. Higher-than-expected CPI inflation data adds pressure for rate hikes. 2. CPI at 3.7% due to a surge in gas prices. October rate hike probability → 75%. Corporate financing gets more expensive, profits will be squeezed. 3. TSM is releasing its Q3 earnings report at 2 PM. Results will definitely be good, but the focus is on whether capex guidance will be raised. No change or a downgrade → major sell-off. 4. NeoCloud's business model relies on borrowing and financing to buy GPUs. CoreWeave now faces zeroing-out risk, leading to a double hit on stocks and bonds. CRWV -15%, NBIS -9.7%! 5. Anthropic revealed its Q3 revenue at a closed-door investor meeting, hitting $16.8 billion. That puts ARR at $67.2 billion, aiming for $110 billion by year-end, but still falling short of expectations.