CoreWeave Is Imploding — And Taking AI Stocks Down With It

CoreWeave's debt crisis—rising yields, falling token prices—signals likely restructuring across heavily-indebted neo clouds, not an NVIDIA bailout.

• CoreWeave bond/equity rout: Bonds due 2032 hit a record 15% yield; stock closed down 16%, dragging Oracle, Nebius, NVIDIA, TSMC, Micron, and Broadcom into the red.
• Debt load exploded: CoreWeave carried ~$52B in debt/lease obligations as of June, up from ~$15B a year earlier, paying $640M in quarterly interest, more than double last year.

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