GoKawiilCoreWeave, Nebius prepare earnings amid neocloud credit stress
CoreWeave reports quarterly results Tuesday and Nebius follows Thursday, as both AI infrastructure firms face investor scrutiny over debt-funded expansion. Yields on some CoreWeave bonds maturing in 2031 rose above 16% after a sharp selloff hit neocloud stocks and major chipmakers including Nvidia, AMD and Micron. CEO Mike Intrator said on LinkedIn that he does not expect political shifts, including recent election results that saw voters reject most local data center ballot measures, to affect existing customer commitments.