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CNBC’s 2026-10-22 discussion links technology-stock weakness to concerns about funding AI expansion. The Nasdaq is reported down more than 500 points, near 2%, while defensive sectors lead. Participants debate Meta’s spending, margins and prospective negative free cash flow, with some emphasizing monetization and others questioning capital availability. Quoted executives describe strong AI demand alongside financing constraints. Several corporate names and financing references are unclear in the transcript. No actionable trade proposal or update on an earlier trade is supplied.