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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.