AI Selloff Spreads, Junk Bonds Flash Warning, Bitcoin ETFs Snap Back

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AI Selloff Spreads, Junk Bonds Flash Warning, Bitcoin ETFs Snap Back

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South Korea's KOSPI craters as AI infrastructure doubts spread globally, dragging Nasdaq futures and crypto-linked names lower. Credit markets show a split screen nobody's seen before - junk bond spreads blowing out while investment grade holds steady. Bitcoin hangs near eighty-one thousand four hundred as BlackRock's IBIT pulls in a monster single-day inflow even as equities wobble. Brent crude tops one hundred eleven dollars on Middle East supply risk, CoreWeave debt gets the JPMorgan stress-test treatment, and seventy S&P 500 names report earnings this week with Tesla, Meta, and SpaceX in the crosshairs. We break down what's rotating, what's hedging, and where the real risk sits heading into Wednesday.

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