CoreWeave dropped roughly 4.5%, Oracle fell 2%, Nvidia lost 1.3%, and Micron declined 4% as investors reassessed the cost of financing AI infrastructure. TSMC reported record quarterly earnings, but its cautious outlook for 2027 added to technology-sector uncertainty. Today's major economic catalysts arrive at 8:30 AM ET, including September PPI, September retail sales, weekly jobless claims, and the Empire State and Philadelphia Fed manufacturing surveys. Headline PPI is expected to rise 0.6% month over month. Corporate earnings include Charles Schwab, PNC Financial, U.S. Bancorp and Bank of New York Mellon, while investors will also monitor remarks from Fed officials Austan Goolsbee and Beth Hammack. Markets are pricing approximately a 27% probability of an October Fed rate hike. Inflation data, AI-sector selling, bank earnings, Treasury yields and oil prices remain the primary drivers of today's session. 15-OCT-2026 06:39 AM ET