The story today
1AI infrastructure collapses. CoreWeave plunged -13.8%, marking the sharpest decline among top movers as demand concerns ripple through the GPU-compute sector.
2Health outpaces comms. Health sector surged +7.4% while Communications fell -8%, signaling a rotation away from tech and telecoms into defensive plays.
3Risk remains elevated. 808 risk signals across 458 companies and 196 stocks down >2.5% this week underscore broad weakness ahead of six earnings in 14 days.
