Thursday, 15 October, 2026

Archr News Update

EARLY US PREs: as you would expect… AI hardware lower, software and shorts rallying. Gold outperforming.

COREWEAVE -4.5% becoming the epicentre of AI credit/leverage concerns… NEBIUS -3.8%, IREN -3%, ORACLE -1.5%

SPACEX -2%, INTEL -3.3%, NVIDA -2.4%, SANDISK -5%, MICRON -4%, BLOOM ENERGY -3.5%

ROCKET LABS -8.5% on project delays.

Gold names rallying: GOLD ROYALTY +4.5%, ANGLO ASHANTI +3.1%