Is The AI Debt Bubble Finally Popping? | Weekly Roundup

AI credit markets are flashing default risk (CoreWeave CDS imply 60% chance) even as crypto decouples and holds steady.

• Anthropic growth scare: FT reported Anthropic's quarterly ARR hit $16.3B, below expectations, hammering memory/neocloud stocks after hours as its pre-IPO roadshow (targeting a trillion-dollar-plus valuation) nears in 3-4 weeks.
• CoreWeave credit stress: CoreWeave bonds imply 15-16% yields and CDS markets price a 60% chance of default in coming years, as hyperscaler debt gets repriced amid AI capex doubts.

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