Company
CoreWeave
- Episodes
- 94
- Share
- 10%
- Shows
- 62
- Net sentiment
- −0.77
Up from 3.6% of episodes in the weeks before; net sentiment was −0.62.
Bullish 3Mixed 14Neutral 6Bearish 71
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on CoreWeave. Longest episodes first.
Bullish 3
- Hosts Forge platform, serverless inference, and new zero-trust AI framework.ThursdAI - Oct 22 - AI finds all the vulnerabilities, Claude Duet, DeepSeek drops Infer & more AI news · ThursdAI - The top AI news from the past week · Oct 23
- Hosts see the recent selloff as a buying opportunity in a hot name.The Markets Shifting, Buying A House, and The AI Bubble Impact | Money Moves · Millionaire Mindcast · Oct 21
- Enterprise platform push shows a practical route to AI value beyond GPU capacity.AI Agents Meet Reality: Access, Economics and Infrastructure · Techstrong Gang · Oct 19
Bearish 71
- Heavily indebted GPU cloud provider with depreciating assets and high financing costs; guest is short."Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros" · Monetary Matters with Jack Farley · Oct 23
- Shares fell about 10% amid data center and capex worries.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In with Chamath, Jason, Sacks & Friedberg · Oct 23
- Shares fell about 10% as data center and AI spending sentiment weakened.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In Podcast · Oct 23
- Shares plunged on debt and financing worries about its data-center build-out and customers.The AI Debt Scare, a Rotation Into Value, and the Year-End Deadline You Can’t Afford to Miss · Money Matters with Dean Greenberg · Oct 19
- Heavy debt and equity-funded buildout make it vulnerable if sentiment turns.Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade · Monetary Matters with Jack Farley · Oct 25
- Record bond yield and heavy debt load raise doubts about its equity value.Why The Stock Market Is Booming — But Your Paycheck Isn't · Prof G Markets · Oct 19
Show 65 moreShow fewer
- Its bonds trading lower suggests investors fear repayment risk on its debt.Episode 595: The Silent Disco · Software Defined Talk · Oct 23
- Bonds sold off sharply and shares fell about 60% from highs amid debt concerns.It's a Bloodbath (EP. 487) · Animal Spirits · Oct 21
- Debt-heavy model with high interest costs and heavy cash burn makes financing precarious.SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise? · Chit Chat Stocks · Oct 23
- Its large debt load and jump in borrowing costs made it the canary in the AI credit selloff.Meta and Google Rejoin the Frontier, Microsoft's Maia 300, and the AI Credit Scare | The Six Five Pod Ep. 324 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 19
- Heavy capex and debt make it fragile to any AI demand slowdown; seen as B-tier.20VC: Trillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B · 20VC · Oct 22
- Heavy borrowing and bonds priced for high default risk amid AI credit panic.Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis · Monetary Matters with Jack Farley · Oct 20
- Heavy debt, negative free cash flow and reliance on a few large customers create financing risk.Nvidia, Memory & the Next Phase of the AI Trade | Protect the Pile Episode 29 w/ Felix Wang · Hedgeye Podcasts · Oct 24
- Its debt trades poorly and is seen as a proxy for AI distress.128: The Unwind · This Week in Bitcoin · Oct 21
- CDS spreads blowing out signal stress in its debt financing.Why He Puts 10% of What He Makes Into Physical Gold | George Gammon · Kitco NEWS · Oct 22
- Neocloud stocks saw heavy damage with credit stress headlines.10-19-26 Why Bad Inflation May Be Good for Markets · The Real Investment Show Podcast · Oct 19
- Highly leveraged neocloud facing rising debt costs and stricter loan covenants.SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race · Milk Road Stocks · Oct 19
- Shares fell about 25% and debt trades at distressed levels amid financing concerns.Why Crypto Is Holding Up as the AI Trade Starts to Crack · Bits + Bips · Oct 20
- Its debt stress was cited as a trigger in the recent credit unwind.Will Bitcoin Survive Quantum Computing? | Jordi Visser · The Pomp Podcast · Oct 24
- Neocloud shares fell on financing and business-model worries.11AM Hour: Pershing Square's Bill Ackman, Breaking Down Tech Earnings & New Web Security Flaw Uncovered 10/22/26 · Squawk on the Street · Oct 22
- Neocloud dependent on capital markets and debt financing, exposed to higher rates.How To Invest In AI Now With Janus Henderson’s Jonathan Cofsky · Barron's Live · Oct 19
- Its debt trading near 50 cents suggests weak cash flow and questions about financing sustainability.Michael Howell: Bullish on Gold, Cautious on What Comes Next · Mining Stock Daily · Oct 23
- Cited as an example of AI financing froth and tight credit conditions.The Exchange 10/23/26 · The Exchange · Oct 23
- Host lists it among compute providers exposed to a bubble popping.Is the AI Doom Talk a PSYOP?? · Digital Dopamine · Oct 21
- Needs roughly $85 billion in funding to cover committed backlog, raising financing concerns.9AM HOUR: AI Trade Pain, Meta and Tesla Slide, Jensen Huang Interview 10/22/26 · Squawk on the Street · Oct 22
- Shares opened lower amid capital-constraint concerns hitting neoclouds.9AM HOUR: Apple iPhone Duo Hits Stores, Tech Extends Sell-off, Merck CEO "First on CNBC" 10/23/26 · Squawk on the Street · Oct 23
- Shares fell toward lows amid debt financing concerns and an HSBC reduce rating.9am Hour: Tech Turbulence, Apple Downgraded, Live: DNI Jay Clayton 10/20/26 · Squawk on the Street · Oct 20
- Credit default swaps near 1,100 bps and bond yields around 15% signal high default risk.Credit Stress in the AI Boom: When Debt Becomes the Market's Achilles Heel · InvestTalk · Oct 22
- Debt servicing concerns and falling prices signal stress in the neocloud space.Is the AI Trade Reversal Just Beginning? What the Picks-and-Shovels Selloff Really Means · InvestTalk · Oct 21
- Seen as poorly constructed, highly leveraged and value-destructive by one analyst.Capital Concerns Hammer the AI Trade 10/22/26 · The Exchange · Oct 22
- Stock fell sharply and its debt costs are rising, raising doubts about neocloud economics.11AM Hour: Impactive Capital's Lauren Taylor Wolfe, Former TikTok CEO Kevin Mayer & GM Tumbles After Earnings 10/20/26 · Squawk on the Street · Oct 20
- Shares hit lowest since May 2025 amid financing concerns and capital constraints.Tech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26 · CNBC's "Fast Money" · Oct 22
- Shares down over 30 percent in a month amid AI capex and GPU supply concerns.10AM Hour: Stocks Dive as Oil Spikes, Reaction to Meta and Tesla Results, IBM CEO on Demand 10/22/26 · Squawk on the Street · Oct 22
- Shares and unsecured debt sold off on financing and cost-of-capital concerns.11AM Hour: EQT Chairman, TD Bank Vice Chair & Anthropic Gets Philanthropic 10/19/26 · Squawk on the Street · Oct 19
- Heavy debt and short-term rental mismatch make it vulnerable compared with peers.Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80 · The Real Eisman Playbook · Oct 19
- Debt pricing above 15% and shares down heavily signal financing stress.11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26 · Squawk on the Street · Oct 23
- Debt costs have risen sharply, raising doubts about its ability to fund growth.Squawk on the Street 10/19/26 · Squawk on the Street · Oct 19
- Failed to hold gains despite an upgrade, reflecting credit and financing concerns for neoclouds.10AM Hour: Stocks Stage Midday Reversal, Starboard’s Jeff Smith, Predicting Netflix’s Post-Earnings Move 10/20/26 · Squawk on the Street · Oct 20
- Shares fell 24% in a week on AI debt worries and possible future capital raises.CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings · The Information's TITV · Oct 20
- Its high-yield bonds repriced sharply, signaling financing risk.Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons · The Compound and Friends · Oct 20
- Junk bond yields surged to distress levels amid debt concerns.Neocloud Nscale's IPO in Jeopardy After Microsoft Pulls Out · Nobody Special Finance · Oct 19
- Stock has fallen sharply from its April high amid rate and data-center pressures.Musk Gives SpaceX Shares to 73M Kids, Anthropic $100B Promise & ASML Ties CEO Pay to Employee Morale · Future Ready Leadership With Jacob Morgan · Oct 23
- Neoclouds have ROICs below cost of capital, raising concern about returns on AI infrastructure.Cameron Dawson: Americans Have Never Been This All-In on Stocks · RiskReversal Pod · Oct 23
- Hassett said AI debt and CoreWeave credit default swaps warrant monitoring.Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26 · Squawk Pod · Oct 19
- Rising debt costs and collateral tied to fast-depreciating chips raise financing risk.Ted Sarandos on the Hot Seat? Netflix’s Identity Crisis · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 23
- Stock and bonds fell, reflecting stress in neocloud AI financing.How AI Regulation Could Help the Public—and Investors Too · WSJ's Take On the Week · Oct 25
- Carries about $35 billion of debt while losing hundreds of millions quarterly, exposed to a demand shock.Leaked Amazon document reveal they have too many GPUs | Ed Zitron · The Tech Report · Oct 22
- Bond selloff and weak debt financing signal pressure on the neocloud business model.The AI Wealth Problem · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 19
- Heavily indebted and exposed to higher financing costs and any AI capex slowdown.Why The Tech Selloff Just Reversed Course · Prof G Markets · Oct 20
- Heavy debt load and high credit default swap pricing signal financing stress.Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash · Equity Mates Investing Podcast · Oct 21
- Cited as showing trouble at the margins in AI-related credit.Anthropic Has $750 Billion in Commitments… and Just $17 Billion in Revenue · Eurodollar University · Oct 22
- Relies on high-yield, chip-backed debt; swaps price high default risk.Who Really Pays for AI Data Centers? · Patrick Boyle On Finance · Oct 25
- Neocloud financing costs rose, indicating pullback in AI ecosystem financing.Guggenheim, Oaktree, Eagle Point share insights on credit · Credit Exchange with Lisa Lee · Oct 23
- Bond yield spike and debt concerns triggered neocloud selloff.Musk backs Tesla-SpaceX merger · Squawk Box Europe Express · Oct 21
- Heavy debt, bonds trading at distressed yields, record CDS, and large insider share sales.Felix Nikolas Prehn: How AI Infrastructure Fueled By Borrowing Can Break Markets · Felix Nikolas Prehn's Podcast · Oct 19
- Debt cost rose from 9% to 15%, threatening data center economics.AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · The Real Eisman Playbook · Oct 23
- Neocloud under pressure from debt load and reliance on external capital.Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook · UBS On-Air: Market Moves · Oct 23
- Expensive debt financing for GPU clusters strains its return on invested capital.The AI Hardware Value Trap: Why 3x Earnings Can Lie | Stock Market · Deep Values · Oct 25
- Debt cost rising to 15% makes data center buildout economics deteriorate.15% Debt Yields Are Breaking the AI Data Center Math · Deep Values · Oct 23
- Cited as a poster child of lower-quality, speculative AI infrastructure trades.Beta Out, Quality In: Positioning for the Next Market Cycle · What's Next For Markets · Oct 25
- Junk-rated neocloud with heavy debt financing, sensitive to rising interest rates.Can Bonds Still Do Their Job? · On Investing · Oct 23
- Fell about 10% amid AI spending and debt concerns, extending earlier weakness.Tech Stocks Hit, Yields Plunge As AI Trade Fizzles: NetApp, Amgen, Nasdaq In Focus · Stock Market Today With IBD · Oct 22
- Neocloud issuer whose debt spreads widened, raising revenue coverage concerns.Top of the Morning: CIO Strategy Snapshot - Sustainability of the AI trade · UBS On-Air: Market Moves · Oct 19
- Shares fell 10% in the tech selloff tied to AI spending worries.Oct 23: Holes in OpenAI's Agent Monitor; Claude Proves No Crashes · Valley Morning Briefing · Oct 23
- Shares closed lower after a volatile session, with 70 calls trading cheap.The Hot Options Report: 10-19-2026 · The Options Insider Radio Network · Oct 20
- Heavy borrowing at 9% for a 1% return has spiked bond yields and default risk.The AI Bubble Isn't Where You Think It Is · Prof G Markets · Oct 24
- Its debt blew out in secondary markets, flagging AI financing risk.Tesla's Flying Car, Alphabet's AI Moat & US Banks Earnings · Market Watch · Oct 19
- High debt levels and a debt yield near 15% raise survival concerns amid competition.Is the Neocloud Bubble Popping? What TSMC Q3 Tells Us · Chip Stock Investor Podcast · Oct 19
- Heavy debt, need for more cash, and bond yields above 15% raise insolvency risk.CoreWeave Bond Crash: Why CRWV & Neocloud Stocks Are Tumbling · Chip Stock Investor Podcast · Oct 20
- Data center provider sold off with other AI-boom stocks.AI Fears Rise Again on Wall Street · WSJ What’s News · Oct 22
- Levered neocloud exposed to tightening financing and AI capex concerns.Why Investors Are Reducing AI Exposure · The Markets · Oct 23
Mixed 14
- Strong project economics offset heavy debt needs and financing risk in a tighter capital market.The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force · The Information's TITV · Oct 19
- Mentioned as a neocloud facing financing and credit constraints.AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain · The Cognitive Revolution · Oct 24
- Savvy neocloud using pre-sold contracts and GPU-backed loans to scale quickly.Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · Latent Space · Oct 22
- Hosts disagree; one bought more citing cheap valuation, others worry about debt and coupon costs.The Stock Market LOSES 2 TRILLION, SpaceX and Meta CRUSH, Is CoreWeave Going Under | Basis Points · Basis Points · Oct 24
- Heavy options volume and a steep drawdown from recent highs, though an analyst tried to upgrade it.The Option Block 1509: Race Cars, Top Hats and Cleveland Cliffs..Oh My! · The Options Insider Radio Network · Oct 19
- Strong demand but financing risk and subscale status versus SpaceX create uncertainty.Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26 · Squawk Pod · Oct 21
Show 8 moreShow fewer
- Seen as best positioned among neoclouds thanks to Nvidia backstop, though debt concerns remain.The Chopping Block: Black October, Banks Blocking AI Agents, Hyperliquid's Blockchain-Not-Bitcoin Moment, and the Visa-Fireblocks Rumor · Unchained · Oct 24
- Debt concerns and wider CDS spreads, though Ives says its debt is small relative to backlog.85% Of The AI Boom Is Still Ahead Of Us | Dan Ives · The Pomp Podcast · Oct 22
- Strong capacity and revenue growth offset by heavy debt, rising losses and interest expense.Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26 · The Exchange · Oct 19
- Seen as a neocloud with financing risk, relying on debt compared with cash-rich hyperscalers.Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26 · The Exchange · Oct 20
- Shares swung on financing concerns, though analysts argue backlog and returns remain solid.10AM Hour: Geopolitical Risks for the Market, AI Rebound Coming? Fifth Third CEO on Earnings 10/19/26 · Squawk on the Street · Oct 19
- Strong compute demand, but host acknowledges debt and financing concerns.The AI Compute Shortage Is About to Get MUCH Worse · Milk Road Stocks · Oct 22
- Distressed debt trading and failed IPO efforts, yet Goldman upgraded it and Nvidia may back it.The Most Concerning AI Bubble Signals · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 23
- Credit spreads imply default risk, but guest sees strong demand and Nvidia backing.80% of S&P 500 Stocks Are in Correction Territory. These 3 Are Still Buys · Street Talk · Oct 20
Neutral 6
- Named among neocloud peers in discussion of SpaceX compute pricing.The Internet Is Finished, Early iPhone Duo Reviews, SpaceXSITesla Merger Talks | Nikesh Arora, Aidan Smith, Akhil Iyer, Max Junestrand · TBPN · Oct 21
- Discussed as part of a debt cycle concern; viewed as a blip rather than bubble.20VC: Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees | Why Software Investors are F***** Today with Naveen Rao, Unconventional · 20VC · Oct 24
- Heavy put buying and sharp rebound showed how sentiment swings the stock.Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam · The Pomp Podcast · Oct 20
- Named as a cloud unable to run the neutral market due to its own demand.The Programmable Data Center — Evan Conrad, SF Compute · Latent Space · Oct 20
- Speaker's company operates GPU cloud and sees UK inference demand with Nordic training comparisons.Can the UK Win the AI Infrastructure Race? | Live at The Xcelerated Compute Show 2026 · Inside Data Centre Podcast · Oct 19
- Stock rose a dollar, with heavy call volume in the 70 strike expiring Friday.The Hot Options Report: 10-20-2026 · The Options Insider Radio Network · Oct 20
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.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial