# U.S. Treasuries Rally as AI Investment Cracks Widen

> Meta's $40B share sale and SpaceX's telecom push shake markets.
- Title: U.S. Treasuries Rally as AI Investment Cracks Widen | Shortify
- Summary: Meta's $40B share sale and SpaceX's telecom push shake markets. U.S. Treasuries rallied as AI stocks fell amid Meta's potential $40 billion share sale and…
- Keywords: meta, spacex, us treasuries, treasury market, ai investment, share sale, wireless market, crown castle, t-mobile, verizon, at&t, ai stocks
- Source: BigGo Finance — https://finance.biggo.com/news/33623671-1005-4cd0-8732-bcbdb169e2ea
- Author: BigGo Finance
- Published: 2026-10-23T16:35:31+00:00
- Read time: 1 min
- Topics: meta, spacex, us treasuries, treasury market, ai investment, share sale, wireless market, crown castle, t-mobile, verizon, at&t, ai stocks
## U.S. Treasuries Rally
A sharp selloff in AI-related stocks restored U.S. Treasuries to their strongest safe-haven role in about a year.
## AI Investment Cracks Widen
The inverse correlation between U.S. Treasuries and AI stocks climbed to its highest level in a year.
## Meta's $40 Billion Share Sale
Meta could raise more than $40 billion through a share sale within weeks by introducing Class C stock.
## SpaceX's Telecom Foray
SpaceX is in talks with Crown Castle to become the fourth major U.S. wireless carrier.
## T-Mobile, Verizon, AT&T Shares Fall
T-Mobile, Verizon and AT&T shares fell in premarket trading while Crown Castle surged.
## Meta Capital Spending
Meta's capital spending this year is expected to reach about $140 billion.
## SpaceX's Wireless Plan
SpaceX is pursuing a plan to combine Starlink with terrestrial wireless networks.
## Crown Castle Talks
Crown Castle CEO Chris Hillabrant said the company is talking with all parties about SpaceX.
## Market Impact
The key variable for markets this week is the cost and pace of funding in the AI investment cycle.
## Treasury Yields Drop
Short-term yields plunged as much as 20 basis points intraday on the 22nd.
## AI Stock Correction
The Nasdaq 100 and Philadelphia Semiconductor Index posted their biggest declines since June.
## Meta's Share Structure
Meta will introduce non-voting Class C stock distributed one-for-one to existing shareholders.
## SpaceX's Market Entry
SpaceX is expected to take about three to five years to build a nationwide network.
## Market Reaction
Treasuries held gains despite oil prices rising after Saudi Arabia attacks.
## Key takeaway

U.S. Treasuries rallied as AI stocks fell amid Meta's potential $40 billion share sale and SpaceX's move into wireless markets.