CoreWeave Bond Crash: Why CRWV & Neocloud Stocks Are Tumbling

CoreWeave's bond yields spiking above 15% signal rising bankruptcy risk that threatens equity holders before bondholders.

• Yields spiked to 15%+: CoreWeave's 9.75% senior notes (issued April 2026, first coupon paid Oct 1) saw market yields surge past 15% as bond prices fell on heavy selling.
• Balance sheet strain: As of Q2 2026, CoreWeave held $5.5B cash against $7.5B current long-term debt and $27.6B total long-term debt, with management flagging tens of billions more needed for data center buildout.

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