According to BlockBeats, on October 24, concerns about AI giants' capital expenditure returns triggered a sharp market rotation, with tech stocks declining and investors accelerating flows into U.S. bonds. The Nasdaq 100 posted its worst two-week performance since April 2025, while a basket of AI-related stocks fell 4.9% this week, with Meta dropping over 9%.

In fixed income markets, 10-year Treasury yields initially rose to 5.14% early week before retreating to 4.97% on Thursday, marking the first dip below 5% in a month. Bond ETFs attracted approximately $58 billion in inflows this month, accounting for 38% of total ETF flows, reflecting investors' heightened defensive positioning amid concerns that rising capital costs could pressure weaker companies.

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