Company
CoreWeave
- Episodes
- 95
- Share
- 9.2%
- Shows
- 67
- Net sentiment
- −0.84
Up from 1.7% of episodes in the weeks before; net sentiment was −0.18.
Bullish 1Mixed 12Neutral 5Bearish 77
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on CoreWeave. Longest episodes first.
Bearish 77
- Shares down roughly 50% over the past month amid AI trade weakness.SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau · TBPN · Oct 15
- Heavy debt, rising borrowing costs, and concentrated customers raise default and covenant concerns.CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer · All-In Podcast · Oct 17
- Bonds sold off on financing and customer-concentration worries, though speakers see the core business as sound.CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer · All-In with Chamath, Jason, Sacks & Friedberg · Oct 17
- Its guidance cut and rising costs for neoclouds were cited as a trigger for the selloff.AI STORY ALREADY DIED · The Market Huddle · Oct 17
- Neocloud financing is sensitive to rising yields and chip costs.Bitcoin and AI with Jordi Visser · Galaxy Brains · Oct 15
- Its unsecured 2032 bonds yield near 15% after selling off, signaling stress in AI debt.Jim Bianco: Why I’m Finally Buying Bonds After Six Years · Monetary Matters with Jack Farley · Oct 18
Show 71 moreShow fewer
- Relies on GPU-collateralized debt with short hardware lives, raising credit risk concerns.Green Bonds, Gray Areas: How Do AI Data Centers Fit in a Sustainable & Responsible Portfolio? | Megatrends | Romina Reversi, Crédit Agricole & Steve Liberatore, Nuveen · SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing · Oct 14
- Bond yields spiked and shares fell sharply, raising concern about AI credit financing.MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants · Macro Voices · Oct 15
- Highly exposed to AI spending and financing; could fail if returns disappoint.The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO · Monetary Matters with Jack Farley · Oct 14
- Chart looks terrible, cited as an example of AI financing and debt concerns.Market Expectation Breaker; Apple, Eli Lilly, Cheesecake Factory In Focus | Stock Market Today · Stock Market Today With IBD · Oct 16
- Stock fell 17% and its 2032 bonds dropped to 78 cents, signaling default risk concerns.ROLLUP: Redtober Is Here | AI Debt Fears | $102M Ledger Attack | Richard Heart Arrested · Bankless · Oct 16
- Bonds yielding 15-16% and implied default risk highlight refinancing and customer concentration concerns.Is The AI Debt Bubble Finally Popping? | Weekly Roundup · Empire · Oct 16
- Heavy borrowing and negative cash flow make it vulnerable to a chip-spending downturn.AI Demand Is Booming. Why Are Token Prices Falling? · Know Your Risk Podcast · Oct 15
- Mentioned as an example of circular financing patterns that rhyme with past crises.The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen? · Excess Returns · Oct 18
- Bond yields near 15% and heavy put buying signal distress.Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate · Big Technology Podcast · Oct 16
- Heavy debt and distressed bonds drove a sharp selloff.Mad Money w/ Jim Cramer 10/14/26 · Mad Money w/ Jim Cramer · Oct 14
- Shares dropped on concerns about insurer financing for chip purchases.11AM Hour: Morgan Stanley CEO, Merck CEO & Former NEC Director Gary Cohn 10/14/26 · Squawk on the Street · Oct 14
- Shares down sharply and debt trading at discount signals financing strain.Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 · Halftime Report · Oct 14
- Shares plunged on financing and leverage concerns; CEO memo sought to calm investors.Closing Bell 10/14/26 · Closing Bell · Oct 14
- Excessive debt, unsecured bonds yielding 15% and a stock down sharply signal financing trouble.ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack · The Canadian Investor · Oct 15
- Neocloud financing costs are high and it lacks the cash flow of hyperscalers.Lonis Hamaili: Launching an AI Supply Chain Hedge Fund · Value Hive Podcast · Oct 16
- Shares down sharply on debt concerns and weak momentum.Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26 · The Exchange · Oct 14
- Hosts cite widening bonds and capital needs as signs of financing stress in neocloud names.The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup · Forward Guidance · Oct 16
- Corporate bond yields near 17% and debt-funded AI buildout spark fears about fragility.Reaction to PPI Data, TeraWulf CEO Interview, Global Energy Markets 10/15/26 · Power Lunch · Oct 15
- Debt yields spiked and the stock fell sharply while servicing costs strain cash flow.How OpenAI Could Cause a US Recession With Steve Eisman · The Compound and Friends · Oct 16
- Bond selloff, founder stock sales and heavy borrowing weigh on shares.OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers · The Information's TITV · Oct 16
- Neocloud financing and GPU depreciation versus long-dated debt is a mismatch risk.Hedgeye Investing Summit Fall 2026 | Jurrien Timmer, Director of Global Macro at Fidelity · Hedgeye Podcasts · Oct 17
- Shares near 52-week lows on heavy debt issuance concerns and higher yields.10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · Squawk on the Street · Oct 14
- Neocloud names hammered as investors question AI returns and financing costs.10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26 · Squawk on the Street · Oct 15
- Unsecured bonds fell sharply, pushing yields about 10 points over Treasuries amid debt scrutiny.Tech Stock Rotation: What It Means for Retirement Income · The Tom Dupree Show · Oct 17
- Shares fell over 15% and credit default swap costs jumped on debt concerns.AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26 · Squawk Pod · Oct 15
- Shares under pressure as financing concerns about GPU-backed neocloud build-out grow.10AM Hour: AI Trade Faces More Pain, Interactive Broker’s Thomas Peterffy, Citizen Financial CEO on Earnings 10/16/26 · Squawk on the Street · Oct 16
- Bonds fell into distress and debt service consumes a large share of revenue.AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26 · CNBC's "Fast Money" · Oct 14
- Shares hit lows on refinancing worries and high-yield debt, though Nvidia publicly backed it.Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26 · The Exchange · Oct 15
- Unsecured debt concerns and reliance on expensive financing raise doubts about its balance sheet.Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26 · The Exchange · Oct 16
- Stock cratered on debt financing concerns and bond trading near distressed levels.AI Trade Faces a Reality Check 10/14/26 · Closing Bell · Oct 14
- Founders sold over $3 billion of stock as shares dropped more than 60% from peak.Anthropic Investors Push Back on IPO Valuation As Growth Slows · Nobody Special Finance · Oct 16
- Shares fell sharply as credit and rate pressures hit AI infrastructure financing.11AM Hour: Apple’s iPhone Duo Goes on Sale, Tesla Unveils Roadster, Proofpoint CEO on $6.3B Cyber Security Deal 10/16/26 · Squawk on the Street · Oct 16
- Heavy debt and higher borrowing costs drove a steep drop despite strong revenue growth.Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26 · CNBC's "Fast Money" · Oct 16
- Unsecured debt sold off sharply and founders cashed out stock amid financing concerns.9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26 · Squawk on the Street · Oct 16
- Heavy debt load and rising bond yields raised solvency concerns, though shares rebounded.Closing Bell Overtime: 10/15/26 · Closing Bell · Oct 15
- Heavy debt reliance and distressed bond levels weigh on its financing outlook.11AM HOUR: Squawk on the Street 10/15/26 · Squawk on the Street · Oct 15
- Stock fell about 15% in a day and roughly 30% in a week on capital and financing concerns.9am Hour: Exclusive: CoreWeave Craters, Red Hot PPI, AI Buildout Fears 10/15/26 · Squawk on the Street · Oct 15
- Its bonds yielded sharply higher and credit default swaps drew market scrutiny.AI Czar Jay Clayton & John Legend Loves Dogs 10/16/26 · Squawk Pod · Oct 16
- Shares fell about 23% in a week, with yields on its debt spiking.9am Hour: Exclusive: BlackRock’s Larry Fink, CPI Runs Hot, BofA’s $1.2B Fine 10/14/26 · Squawk on the Street · Oct 14
- Heavy debt-funded GPU and data center spending with bond yields surging.Anthropic Investor Day, CoreWeave Shares Sink, Media Stock Roundup 10/14/26 · Power Lunch · Oct 14
- Heavy debt, high bond yields and falling shares raise concerns about funding its AI buildout.AI debt risks, tech sell-off and inflation 10/15/26 · Morning Call · Oct 15
- Its straight bonds trade near 80 with yields around 13.7%, showing financing strain.#420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed · The Julia La Roche Show · Oct 15
- Borrowing costs far exceed returns, and its debt trades at a steep yield.Flying Cars, Smart Homes, and Cracks in the AI Boom · Motley Fool Hidden Gems Investing · Oct 16
- Its bonds trading under 80 with high yields reflect credit stress in the AI build-out.Episode 013. Bubble Talk: Tulips to Tech · Rational Dissent · Oct 16
- Heavy debt at high rates funds low-return assets, risking equity wipeout if AI slows.Elon Musk Spent $366M On The Midterms — Will It Work? · Prof G Markets · Oct 14
- Neocloud exposed to circular AI financing that may not support its valuation.#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike · The Julia La Roche Show · Oct 17
- Heavy debt, record bond yields and a 16% share drop signal default risk.CoreWeave Is Imploding — And Taking AI Stocks Down With It · Prof G Markets · Oct 15
- Shares down sharply over the past month amid AI trade weakness.Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN · TBPN · Oct 16
- Heavy debt load and bare-metal focus make it a weaker business model in the hosts' view.Market Open: Can the AI Spending Boom Keep Going? · The Modern Investor · Oct 13
- Neocloud dependent on AI labs to fund it and pay its bills.Talk Your Book: Will AI Debt Cause a Recession? · Animal Spirits · Oct 12
- Distressed bonds, heavy borrowing and insider selling weigh on the stock.How the Latest AI Leap Is Disrupting Business Models · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 15
- Stock dropped about 15% as its corporate bonds sold off over heavy debt concerns.Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In Focus · Stock Market Today With IBD · Oct 14
- Distressed bonds and record CDS spreads signal serious financing strain.AI Financing Pressures Reshape Equity and Credit Markets · Key Wealth Matters · Oct 16
- Neocloud borrowing at high rates is cited as a sign of credit stress.250. Inside the US Datacenter exuberant buildout - Oct26 · Redefining Energy · Oct 12
- Stressed bonds and equity sell-off raised doubts about its financing and AI credit.Equity Broadening, Bull-Flattening and a One-Trick Pony (E281) · DoubleLine Minutes · Oct 16
- Heavy debt load and rising bond yields signal fixed income investors losing confidence.Market Cracks Under AI Debt Burden | The Weekly Wrap · The Real Eisman Playbook · Oct 16
- Five-year debt facilities against roughly three-year customer commitments illustrate duration mismatch.Chamath Palihapitiya: The AI Private Credit Bubble Explained · Deep Values · Oct 15
- Lender demands for higher interest raise doubts about its ability to finance future growth.AI Jitters Hit TSMC’s Record Quarter & Penske Automotive Goes Private · Brew Markets · Oct 15
- Cited as a possible implosion risk tied to AI financing concerns.Stocks Rebound As Yields Dive; Disney, Urban Outfitters, Paycom In Focus · Stock Market Today With IBD · Oct 15
- Most levered neocloud; bonds distressed and shares falling on funding fears.Is Berkshire Bending the Rules With Bending Spoons? · Motley Fool Hidden Gems Investing · Oct 15
- Expensive debt, widening default spreads and a sharp stock drop highlight financing risks.AI's New Bottleneck: Can the Boom Afford to Keep Growing? · Financial Sense Newshour · Oct 16
- Down 33% in a couple of weeks amid NeoCloud sell-off.AI sell-off, White House turmoil; gold takeover battle heats up; YouTube eating Netflix · FEAR & GREED | Business News · Oct 18
- Stock fell over 15% and junk bond yields neared 15% amid financing worries.Oct 15: Anthropic's $16.8B Quarter and a Tencent Agent Fleet · Valley Morning Briefing · Oct 15
- Shares plunged about 15% with heavy put activity and downside flow.The Hot Options Report: 10-14-2026 · The Options Insider Radio Network · Oct 14
- Shares fell nearly 12% and are down about 25% over five sessions.The Hot Options Report: 10-16-2026 · The Options Insider Radio Network · Oct 16
- Widening credit default swaps reflect leverage concerns versus revenue ramp.S1E63: Higher for longer is testing Asia’s AI trade · The Business Times Podcasts · Oct 16
- Stock sold off hard as higher rates pressure its capital-intensive, debt-funded AI model.Inflation Is EXPLODING… And the AI Stock Bubble Is Starting to CRACK! · Watchdog on Wall Street with Chris Markowski · Oct 16
- Heavy debt load, distressed bond pricing and high default swap odds weigh on the stock.CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter · The Rundown · Oct 15
- Shares fell about 12% on Friday and its unsecured debt yields around 15% to 16% raise credit concerns.Oil tops $100 AI Rout as Chips Sink for 8th Day · MPC Markets Morning Call · Oct 18
- Largest neocloud; its bonds and stock sold off sharply as rates rose.Wednesday - October 14, 2026 · The Dividend Cafe · Oct 14
- Shares plunged over 25% amid heavy debt and projected cash burn.What’s News in Markets: CoreWeave Selloff, Apple Milestone, Borrowing Boom · WSJ Your Money Briefing · Oct 17
Mixed 12
- Bonds sold off sharply, yet hosts see strong backlog and ample liquidity.CoreWeave Bond Yields EXPLODE, Anthropic Numbers DISAPPOINT, Fed Hikes Again? | Basis Points · Basis Points · Oct 17
- Heavy debt, 14.5% bond yields and market pressure, though backlog and Nvidia ties remain supportive.CoreWeave Bonds Hit 14.5%. ASML Still Can't Build Enough Machines. | Ep 60 · Futurum Equities Podcast · Oct 16
- Heavy debt and stock selloff, though Gerstner sees secured GPU financing as solid and a buy.The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26 · Halftime Report · Oct 15
- Debt risk discussed, but host argues customers are strong and debt may recover.Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser · The Pomp Podcast · Oct 17
- Shares swung on Nvidia backing and concerns over unsecured bonds and debt financing.Closing Bell: 10/15/26 · Closing Bell · Oct 15
- Neocloud exposed to GPU pricing swings and long-tail hedging needs.EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange · Pitch The PM · Oct 16
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- Shares swung sharply after heavy put buying, with CEO calling market action irrational.The Option Block 1508: It's All About Meat...and ETFs!!! · The Options Insider Radio Network · Oct 15
- Leveraged GPU rental bet with concentrated customers and higher borrowing costs.We Analyzed 6 AI Sectors - Only 3 Look Like HUGE Opportunities · Milk Road Stocks · Oct 13
- Sharp selloff reversed after Nvidia's CEO backed the company, but balance sheet concerns persist.Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26 · CNBC's "Fast Money" · Oct 15
- Cited as the investment-grade offtaker benchmark for neocloud financing.Data Center Infrastructure Podcast - Ep 10 - AI Pods and Internet Exchanges with Bryan Lubin of Moonshot · Data Center Infrastructure Podcast · Oct 12
- Shares fell on Anthropic revenue deceleration fears, but hosts remain constructive on neoclouds.Weekly Roundup 10/16/26 (OCC debanking report, Google's quantum advance, Ledger spy chips, Richard Heart apprehended) (EP.745) · On The Brink with Castle Island · Oct 16
- Debt load under scrutiny, though the underlying GPU business model is seen as valid.Frontier AI Expands, Microsoft CEO Urges ‘Emergency Brake' as Anthropic Signals Self-Replication · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 17
Neutral 5
- Discussed as sponsor and promoter of its agent tooling products.Claude now leads 26% of Anthropic’s R&D, Meta drops an 816B open model & Gemini 4 Argon · ThursdAI - The top AI news from the past week · Oct 16
- Mentioned as a neocloud Nvidia supports through financing, offtake and full-stack infrastructure.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2 (Gurley + Gerstner) · Oct 15
- Named as a neocloud in the broader fragmented market discussed.Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic · Blockspace: AI News · Oct 18
- Mentioned as a customer running data center operations processes on Asana.Why Chatbots Are the Wrong Interface for Work | Arnab Bose · MTS · Oct 15
- Compared as a neocloud peer on capex trends; possible industry fallout noted.SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play? · Chip Stock Investor Podcast · Oct 13
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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