@jumpdailyen.bsky.socialWhy it matters to you: For executives who buy AI cloud capacity, the debt behind that capacity is now a credit-market risk as well as a technology question.
✅ 2 sources: The Economic Times – Tech and Bloomberg Technology
#AI #AIdebt #CoreWeave
jumpdaily.news/money/coreweave-credit…
@capitalsnitch.bsky.socialWatch: Dow Sees Best Day In Over A Month As Investors Rotate Out Of AI Trade On Overspending Concerns — CRWV, META, SPCX, PEP In Focus.
CEOs talk on TV. Their trades tell the truth. capitalsnitch.com/stock/CRWV
#CoreWeave #AI #MegaCapTech #StockMarket
@quartzmedia.bsky.socialICYMI: CoreWeave's CEO says the market is wrong. Its bonds disagree. #CoreWeave #AI
@marthio.bsky.socialCoreWeave CDS spreads exceed 1,100 basis points amid credit stress
https://marthio.com/a/coreweave-cds-spreads-exceed-1-100-basis-points-amid-credit-stress
@newisty.comCoreWeave stock halves after insider sales top $740 million
#coreweave #insiderselling #nasdaq100
@thehumansintheloop.bsky.socialThis week's #AI news for #devs covers:
- #Debt + #GPU #financing for #CoreWeave, @broadcomexplore.bsky.social, #SpaceX, #Oracle, #Lambda, #SharonAI
- Fast, cheap #inference via #speculativedecoding
...and the resources and trends you need to know:
@davidkotok.bsky.socialWe have long said that the credit default swap market is the early warning sign of deterioration. Today, we share MacroStrategy Partnership’s assessment about CoreWeave’s debt and CDS.
dkotok.substack.com/p/coreweave-...
#CoreWeave #CRWV #CDS #AIDebt #Neocloud #AIInfrastructure #CreditRisk #AI
@jumpdaily.bsky.socialPor qué te importa: La deuda de los proveedores de nube es un dato a revisar al elegir dónde contratar capacidad de cálculo para IA.
✅ 2 fuentes: The Next Web y Valor Econômico
#IA #Centrosdedatos #CoreWeave
es.jumpdaily.news/modelos-y-chips/hua…
@whisprnews.bsky.social📉 El CDS de #CoreWeave supera los 1.000 puntos básicos. #Oracle 288 bps, #SoftBank 424 bps. La emisión de deuda de #IA cayó de $113.000M a $23.000M en tres meses: la burbuja de la IA ya cotiza en el mercado de crédito.
@marthio.bsky.socialCoreWeave debt yield hits 15.78% as credit default swap spread soars
https://marthio.com/a/coreweave-debt-yield-hits-15-78-as-credit-default-swap-spread-soars
@global-news-2024.bsky.social📰 CoreWeave credit default swaps hit distress levels as investors sour on AI debt
Signs of distressed deepened in CoreWeave on Thursday.
Source: CNBC | Read story
💬 What are your thoughts on this development?
@wavedeva.bsky.social
@aistockwire.bsky.social#Nvidia ($NVDA) CEO Huang sees no need to backstop #CoreWeave ($CRWV) as debt insurance costs hit a record
@capitalsnitch.bsky.socialHeads up: Oracle Fell Nearly 9% as CoreWeave’s Bond Scare Spread.
Insider check: 1 insider bought $3.5M of $ORCL in the last 90 days.
One sentence to your AI: "Add CapitalSnitch." Done. Try it free: capitalsnitch.com/stock/ORCL
$CRWV #Oracle #CoreWeave #LarryEllison #AI
@aithreat.bsky.socialHeavily indebted #AI player #CoreWeave 's stock keeps tanking
.... CELEBRATION 🎉🎉🎉🎉🎉 burst bubble burst
@v1s1on-3ndl3ss.bsky.socialSHARES OF NEOCLOUD FIRMS DROP
$CRWV - #COREWEAVE DOWN 7.1%
$NBIS - #NEBIUS OFF 6.7%
@4-shadows.bsky.social#CoreWeave is busy hunting for new sources of "unlimited" capital...Meanwhile, investors have marked down its bonds to less than 85% of face value, a sign of financial distress.
#DataCenters #Neoclouds #Nvidia #DonaldRumsfeld #VoteBlue #Texas #NewYork #UK #Germany
@kieliscalling.chaos.social.ap.brid.gyUh ... hat da jemand endlich eine Nadel in die #AI Bubble gesteckt? #CoreWeave rutscht auch heute weiter ab ... #AIBubble ☠️
https://finance.yahoo.com/markets/stocks/articles/why-did-coreweave-crwv-shares-211255799.html
@dbcurren.bsky.socialBloomberg: #Global #stocks are falling as an #AI rout drives investors toward the safety of #bonds. #Koreanstocks tumbled. #CoreWeave is under pressure.
#markets