CoreWeave Bond Yields EXPLODE, Anthropic Numbers DISAPPOINT, Fed Hikes Again? | Basis Points

Hosts see no fundamental break in the AI trade—CoreWeave's bond selloff and Anthropic's growth dip reflect leverage/margin stress, not structural failure.

• CoreWeave bond scare: CoreWeave's unsecured 2032 bonds (9.68% coupon) saw yields jump from 9.3% to 16% on no clear fundamental news; hosts argue $5.5B cash, $10.5B warehouse facility, and $104B backlog (41% recognized over 24 months) make default implausible.
• Anthropic growth deceleration: Q3 revenue hit $16.8B (+46% QoQ) versus $18B buy-side estimates, down from prior 100-140% QoQ growth rates, spooking markets despite Meta-scale trajectory comparisons.

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