CoreWeave's credit default swap spread spiked above 1,140 basis points before settling near 1,088, up 33% in a week and 177% over the past year, as bond yields on its 2031 notes climbed to nearly 16%. The neocloud company, which has amassed over $51 billion in debt and obligations for AI infrastructure, saw its stock fall further Thursday after a 15.5% drop the prior day, while peers Nebius and Iren also declined.
cnbc.com
· 2026-10-15
CoreWeave's stock has fallen more than 25% over the past week as investors grow wary of the company's debt load and the broader 'neocloud' business model. The decline comes amid a wider pullback in AI-related stocks this week, driven by growing market anxiety over heavy spending in the sector.
fastcompany.com
· 2026-10-15
CoreWeave stock dropped 16% on Wednesday while yields on its 2031 and 2032 bonds climbed near 14.8-14.9%, reflecting falling bond prices. Wells Fargo's Luis Alvarado said investors are now demanding greater compensation for risk as cheap financing conditions fade, and investor Chamath Palihapitiya publicly flagged the bond yield spike, drawing a reaction from Elon Musk.
cnbc.com
· 2026-10-14
Nvidia said its Groq 3 LPX rack has entered full production and will be deployed with Vera CPUs and Rubin GPUs at cloud provider Nebius later this year. The rollout follows Nvidia's $20 billion acquisition of Groq's assets in December, its largest purchase to date, and packages 256 Groq 3 chips per rack delivering 3,400 tokens per second per an Artificial Analysis benchmark.
cnbc.com
· 2026-08-24
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