AI data center stocks fell as much as 13% in the morning. By late afternoon, most were up.
On 15 October 2026, AI data center stocks sold off at the open, then recovered most or all of the drop. Here is the swing, company by company, with the data behind it.
1. The morning
Measured against each company’s 14 October close, the lowest points on 15 October were: IREN −13.0%, Nebius −12.2%, Applied Digital −9.7%, CoreWeave −9.5%, Core Scientific −8.8% and WhiteFiber −8.3%. Most lows came between 9:35 and 10:15 a.m. ET. [1]
2. The afternoon
At 3:55 p.m. ET the same stocks stood at: Core Scientific +7.0%, CoreWeave +6.0%, WhiteFiber +2.3%, Nebius +1.3%, Applied Digital +0.3% and IREN −0.6%. From low to that point they rose between 11.0% and 17.4%. Micron went from −6.1% to +1.9%. Nvidia was −1.8% and the VanEck Semiconductor ETF −1.0%. [1]
3. What changed
During the day US Treasury yields fell to a three-week low and the Nasdaq recovered from its lows. Reports had tied the morning sell-off to worries about debt used to build AI data centers. [2] [3]
4. The test
These are 5-minute intraday prices; official closing prices were not yet published when we wrote this and may differ slightly. One afternoon is not a trend. This note is not advice to buy or sell anything.
Sources
- 5-minute and daily prices for the companies named, via Yahoo Finance, 14–15 Oct 2026. finance.yahoo.com
- Reuters via The Detroit News, “Nasdaq slides to near one-month low as AI rout deepens,” 15 Oct 2026. detroitnews.com
- Bloomberg, “Kospi drops 8% as Samsung, SK Hynix shares plunge on AI and rate fears,” 15 Oct 2026. bloomberg.com
Image credits
- Cover and carousel slide 1: illustration made for YosQuant.