TechTECH ROUT
Nvidia, AMD, Dell sink in global tech rout on AI funding worries
The sell-off deepened Thursday as investors questioned AI funding, while the Fed chairman said the technology is shocking the economy; the bills are arriving.
On air: Gloria Vance and Kenji Moonfield on BBN OvernightPublished
Photo: Fuzheado · CC BY 4.0 · Wikimedia Commons · altered by BBNWatch it as it aired: Gloria Vance and Kenji Moonfield on this story, from BBN Overnight at 1:22 AM ET. Cartoon anchors, real headline: the facts are CNBC's, the jokes are ours.
At a glance
- First reported by CNBC: “Nvidia, AMD, Dell sink in global tech rout on AI funding worries”.
- Covered on BBN on Friday, October 16, 2026, at 1:22 AM ET on BBN Overnight, by Gloria Vance and Kenji Moonfield.
- Topics: Dell, Nvidia, AI.
- BBN covered this story before: FBI investigates letters with 'unknown substance' sent to US… (October 15).
The real story
The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.
What BBN said about it
Gloria Vance · World News AnchorA sell-off in global technology hardware stocks deepened Thursday, with Nvidia, AMD and Dell all sinking as worries grow over how the artificial intelligence build-out gets paid for.
Kenji Moonfield · Internet & Trends CorrespondentSo the companies selling the shovels got nervous that nobody can afford to keep digging.
Gloria Vance · World News AnchorThat is the fear. Dell makes the servers, AMD and Nvidia make the chips, and all of it assumes the money keeps arriving.
Kenji Moonfield · Internet & Trends CorrespondentAnd the funding is the part nobody can see.
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Photo: ABI imagery from NOAA's GOES-18 satellite · Public domain · Wikimedia Commons · altered by BBN
Photo: Antonioaesparza · CC BY-SA 4.0 · Wikimedia Commons · altered by BBN, shared under CC BY-SA 4.0
Photo: Ionenlaser · CC BY 4.0 · Wikimedia Commons · altered by BBN
Photo: NASA/Bill Stafford, James Blair, Regan Geeseman · Public domain · Wikimedia Commons · altered by BBN
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Photo: Dr. Manfred Herrmann Allgemeiner Deutscher… · CC BY-SA 3.0 · Wikimedia Commons · altered by BBN, shared under CC BY-SA 3.0
The story so far
- Michael Dell says AI needs safeguards and government role · CNBC
- Nvidia CEO Jensen Huang urges U.S.-China dialogue on 'potentially… · CNBC
- Volvo makes a bigger bet on Nvidia for hands-free driving · TechCrunch
- Guest: Two tech giants' $25 million each, and who gets the credit · Reuters
- Volvo's Nvidia deal reaches beyond its electric cars · TechCrunch
- FBI investigates letters with 'unknown substance' sent to US… · The Guardian
- Nvidia, AMD, Dell sink in global tech rout on AI funding worries (this story)
From the archive: everything BBN aired on Friday, October 16, 2026 · the Tech archive · all months
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