Oct 21, 2026
Oct 21, 2026
Oct 21, 2026
Oct 21, 2026
Oct 21, 2026
Oct 21, 2026
Oct 21, 2026
Oct 21, 2026
Richard Bernstein argues the crack in AI and chip stocks isn't just a growth scare. It's a repricing of capital, and the cost of that repricing lands on small-cap borrowers. The setup is cleaner than it was in October, but the confirmation trade hasn't fired yet.