Closing Bell Overtime: 10/15/26

CoreWeave's distressed debt exposes cracks in AI infrastructure financing, but guests say hyperscaler capex and broader credit markets remain largely insulated for now.

• Market whipsaws, then rallies: Dow closed up 556 points, S&P snapped a three-day losing streak, and CoreWeave rebounded above $69 after touching below $60 intraday amid 21% short interest and defensive comments from NVIDIA's Jensen Huang.
• CoreWeave's debt troubles: CoreWeave has over $51 billion in debt/obligations and its bonds traded as distressed assets with yields above 15%, sparking a broader neocloud selloff.

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