CoreWeave stock and credit default swap collapse amid AI bubble fears
CoreWeave shares and credit default swaps cratered amid panic selling as traders piled into bearish bets, with the Philadelphia Semiconductor Index and broader AI-linked tech stocks tumbling on fears of an AI infrastructure credit bubble bursting.
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- centermainstreamOct 31, 2026
Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms (Wall Street Journal)
Wall Street Journal : Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms — Lenders and investors are getting choosier about their bets and demanding stricter terms, as the AI build-out enters a new phase
TechmemeOpen article - centermainstreamOct 31, 2026
S&P downgraded Meta's outlook from stable to negative, citing high capex and negative free cash flow; META fell 15% in October, its worst month in four years (Jonathan Vanian/CNBC)
Jonathan Vanian / CNBC : S&P downgraded Meta's outlook from stable to negative, citing high capex and negative free cash flow; META fell 15% in October, its worst month in four years — Meta's outlook has been revised downward by S&P Global Ratings on concerns surrounding cash flow and AI spending.
TechmemeOpen article - centermainstreamOct 30, 2026
Tech Firms’ Debt-Protection Costs are Surging on Profit Concerns
Costs to protect the debt of numerous US technology heavyweights against default hit fresh record highs Friday, with disappointing quarterly reports from Intel Corp. and Amazon.com Inc. spurring fresh concerns on whether the massive debt binge financing the AI boom will pay off.
BloombergOpen article - centermainstreamOct 30, 2026
Fiber lasts decades, GPUs last three years: the AI boom isn't the dot-com boom [video]
Article URL: https://www.youtube.com/watch?v=MENoB3Rex28 Comments URL: https://news.ycombinator.com/item?id=50302407 Points: 26 # Comments: 20
Hacker NewsOpen article 
rightmainstreamOct 29, 2026More than £400bn wiped off value of Google owner Alphabet as record-breaking Wall Street rout sparks fears of AI crash
More than £400billion has been wiped off the value of Google owner Alphabet in one of the biggest stock market routs in history.
Daily MailOpen article- centermainstreamOct 29, 2026
Steve Eisman gets more conservative with portfolio as AI trade nears 'tipping point'
The noted investor, famous from "The Big Short," says it would be "impossible" for an AI crash not to hurt the broader market
CNBCOpen article - centermainstreamOct 29, 2026
CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.
CNBCOpen article - centermainstreamOct 28, 2026
Nvidia's $12.9 billion Hugging Face deal draws DOJ scrutiny
Nvidia faces DOJ inquiry over its $12.9 billion purchase of Hugging Face.
CNBCOpen article - rightindependentOct 28, 2026
GOOGL 6 month lows
GOOGL 6 month lows — @zerohedge Oct 28, 2026
Zero HedgeOpen article - rightindependentOct 28, 2026
*ALPHABET 3Q REV. EX-TAC $111.21B, EST. $111.29B *ALPHABET 3Q GOOGLE CLOUD REV. $30.71B, EST. $29.1B *ALPHABET 3Q CAPEX $51.36B, EST. $55.78B *ALPHABET SHARES DROP 7% AFTER 3Q EARNINGS REPORT
*ALPHABET 3Q REV. EX-TAC $111.21B, EST. $111.29B *ALPHABET 3Q GOOGLE CLOUD REV. $30.71B, EST. $29.1B *ALPHABET 3Q CAPEX $51.36B, EST. $55.78B *ALPHABET SHARES DROP 7% AFTER 3Q EARNINGS REPORT — @zerohedge Oct 28, 2026
Zero HedgeOpen article - rightindependentOct 28, 2026
JPM: "GOOGL is on a path to where Google Cloud Revenues could be equal to Search Revenues by late 2028."
JPM: "GOOGL is on a path to where Google Cloud Revenues could be equal to Search Revenues by late 2028." — @zerohedge Oct 28, 2026
Zero HedgeOpen article - rightindependentOct 28, 2026
Has Apple Peaked?
Has Apple Peaked? zerohedge.com/markets/has-ap… — @zerohedge Oct 28, 2026
Zero HedgeOpen article - rightindependentOct 28, 2026
*LEMSSOUGUER'S ARINI HEDGE FUND SAID TO RACK UP 26% LOSS YTD
*LEMSSOUGUER'S ARINI HEDGE FUND SAID TO RACK UP 26% LOSS YTD — @zerohedge Oct 28, 2026
Zero HedgeOpen article - rightindependentOct 28, 2026
"A Lot Of Bad Things Happening All At Once": Rubino Warns Of Perfect Storm For Banks... And The World
"A Lot Of Bad Things Happening All At Once": Rubino Warns Of Perfect Storm For Banks... And The World zerohedge.com/markets/lot-ba… — @zerohedge Oct 28, 2026
Zero HedgeOpen article 
centerindependentOct 28, 2026Bitcoin price bounce rejected at 50-day trend line ahead of FOMC, earnings
Bitcoin failed to move past its 50-day simple moving average as market participants awaited the outcome of the FOMC meeting and key tech earnings.
Coin TelegraphOpen article- centermainstreamOct 28, 2026
A bust-up between mathematicians is fuelling fears that AI could undermine science
AI has made some awesome scientific discoveries. But now, questions are being raised about its accuracy
BBC NewsOpen article - centermainstreamOct 27, 2026
CoreWeave and other AI stocks rise as Anthropic restores the market’s faith in sustained spending
Now that investors have been able to dive further into Anthropic’s IPO filing, they’re seeing the same sorts of trends that helped buoy AI stocks for much of this year.
MarketWatchOpen article - centermainstreamOct 27, 2026
The rest of the market is leaving Big Tech behind after a historic comeback
The artificial-intelligence trade carried the U.S. stock market in September. But in October, it is being carried out on a stretcher.
MarketWatchOpen article - centermainstreamOct 27, 2026
Retail traders buy the dip on chip stocks — but Robinhood gets burned by the crypto market
Robinhood CFO says market volatility didn’t scare traders away from buying chip stocks “that they had really done research on.”
MarketWatchOpen article - centermainstreamOct 27, 2026
What's behind the AI trade comeback — plus, our take on Intel's latest deal
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
CNBCOpen article - rightsocialOct 27, 2026
AI companies are scrambling for cash at a record pace, per The Washington Post. The buildout is so expensive that even Silicon Valley’s giants are burning through cash, and they’re now racing each other to raise money for data centers, chips and equipment. Just this month: Meta plans to raise up to $95 billion by selling stock, with AMD and Nvidia buying in Anthropic is preparing one of the largest IPOs ever OpenAI is reportedly seeking $30 billion at a valuation above $1.4 trillion
AI companies are scrambling for cash at a record pace, per The Washington Post. The buildout is so expensive that even Silicon Valley’s giants are burning through cash, and they’re now racing each other to raise money for data centers, chips and equipment. Just this month: Meta plans to raise up to $95 billion by selling stock, with AMD and Nvidia buying in Anthropic is preparing one of the largest IPOs ever OpenAI is reportedly seeking $30 billion at a valuation above $1.4 trillion — @unusual_whales Oct 27, 2026
Unusual WhalesOpen article - centermainstreamOct 27, 2026
The limits of hedging the AI boom
As tech investment soars, finding protection is becoming more urgent — and harder
Financial TimesOpen article - rightsocialOct 27, 2026
Yeah more info about his fraudulent behavior and lies to US officials
Yeah more info about his fraudulent behavior and lies to US officials1st_Principles (@1stPrinciples76)Slow your roll. More information coming out. He wasn't wrong about some weak-kneed "conservatives".— https://x.com/1stPrinciples76/status/2114924718352650306 — Jack Posobiec (@JackPosobiec) Oct 27, 2026
Jack PosobiecOpen article - rightindependentOct 27, 2026
"Optimism In Pockets, Vigilance Warranted": Goldman Says The AI Boom Now Lives Or Dies In The Credit Market
"Optimism In Pockets, Vigilance Warranted": Goldman Says The AI Boom Now Lives Or Dies In The Credit Market zerohedge.com/markets/optimi… — @zerohedge Oct 27, 2026
Zero HedgeOpen article 
rightindependentOct 27, 2026AIG -> Apollo
AIG -> Apollozerohedge (@zerohedge)Athene (Apollo) “life insurer” just a little exposed to AI…— https://x.com/zerohedge/status/2115092827365691798 — @zerohedge Oct 27, 2026
Zero HedgeOpen article- rightindependentOct 27, 2026
Athene (Apollo) “life insurer” just a little exposed to AI…
Athene (Apollo) “life insurer” just a little exposed to AI…zerohedge (@zerohedge)Widows And Orphans 2.0: Barclays Maps Which Life Insurers Are Most Exposed To The AI Debt Binge, Says It's "Just The Start" zerohedge.com/markets/widows… — https://x.com/zerohedge/status/2115071057795088577 — @zerohedge Oct 27, 2026
Zero HedgeOpen article - rightindependentOct 27, 2026
Premarket movers Tesla is leading gains among Mag 7 stocks as the electric-car maker is on track to outperform the cohort for a second consecutive session: Tesla (TSLA) +1.1%, Nvidia (NVDA) +0.6%, Alphabet (GOOGL) +0.4%, Amazon (AMZN) +0.3%, Apple (AAPL) -0.3%, Meta Platforms (META) -0.4%, Microsoft (MSFT) -0.6% Amkor Technology (AMKR) gains 3.7% after the semiconductor manufacturing company’s results were seen as positive on several metrics, including gross margins. Broadcom Inc. (AVGO) rises 2.4% after D.A. Davidson upgraded the chipmaker to buy from neutral, seeing potential upside related to Anthropic. Cadence Design Systems (CDNS) is up 2.1% after the maker of electronic design automati
Premarket movers Tesla is leading gains among Mag 7 stocks as the electric-car maker is on track to outperform the cohort for a second consecutive session: Tesla (TSLA) +1.1%, Nvidia (NVDA) +0.6%, Alphabet (GOOGL) +0.4%, Amazon (AMZN) +0.3%, Apple (AAPL) -0.3%, Meta Platforms (META) -0.4%, Microsoft (MSFT) -0.6% Amkor Technology (AMKR) gains 3.7% after the semiconductor manufacturing company’s results were seen as positive on several metrics, including gross margins. Broadcom Inc. (AVGO) rises 2.4% after D.A. Davidson upgraded the chipmaker to buy from neutral, seeing potential upside related to Anthropic. Cadence Design Systems (CDNS) is up 2.1% after the maker of electronic design automation software raised its full-year forecast and reported third-quarter results that beat expectations. Hilton Worldwide (HLT) falls 4.8% after the hotel operator gave a forecast for adjusted earnings per share for the fourth quarter that fell short of the average analyst estimate. JetBlue (JBLU) rallies 7.2% after the carrier reiterated its expectation to deliver at least $1 in earnings per share and positive free cash flow in 2028. The shares closed Monday at a record low as the airline grapples with cash burn and elevated oil prices. MidCap Financial Investment (MFIC) jumps 20% after Ares Capital agreed to acquire it in a stock-and-cash deal with total enterprise value of ~$2.6b, paying $10.88 per fully diluted MFIC share. Ares Capital (ARCC) falls 1.9%. Moderna (MRNA) falls 3.2% after William Blair downgraded the drugmaker to market perform from outperform, citing valuation concerns, following a run-up in the stock. UPS (UPS) gains 2% after the courier raised its financial guidance for the year, suggesting it expects to benefit from high prices and resilient demand through the holiday season. Whirlpool Corp. (WHR) slides 7.9% after the appliance maker cut its revenue forecast for the full year to below Wall Street’s consensus. — @zerohedge Oct 27, 2026
Zero HedgeOpen article - rightsocialOct 26, 2026
"In China, the AI bubble has already burst," per Reuters
"In China, the AI bubble has already burst," per Reuters — @unusual_whales Oct 26, 2026
Unusual WhalesOpen article 
centermainstreamOct 26, 2026AI’s boost to the U.S. economy is nearing its peak, Goldman says, as Apollo finds ‘zero financial payoff’ outside Big Tech
Apollo’s Torsten Slok rocked Wall Street with his take that AI returns just aren't there, then Goldman’s Jan Hatzius flagged two major downsides to growth.
FortuneOpen article- rightindependentOct 26, 2026
"Unplayable": Goldman's Molavi Says Anyone Carrying Gross Lost Money As Momentum Moves More Violent Than 2000, 2009, Or 2020
"Unplayable": Goldman's Molavi Says Anyone Carrying Gross Lost Money As Momentum Moves More Violent Than 2000, 2009, Or 2020 zerohedge.com/markets/unplay… — @zerohedge Oct 26, 2026
Zero HedgeOpen article - centermainstreamOct 26, 2026
Investors are doing just as well this year by shunning AI. How to invest if the tech trade keeps fizzling
An S&P 500 index without AI stocks is beating the traditional index. These sectors and stocks could be winners if the AI trade keeps fraying.
CNBCOpen article - rightsocialOct 26, 2026
BREAKING: Anthropic said that roughly one-fifth of Anthropic's revenue came from two customers. The remainder came from a small handful of clients. Anthropic saw a net loss of $80.7 billion through June, though the vast majority of that was the result of accounting charges.
BREAKING: Anthropic said that roughly one-fifth of Anthropic's revenue came from two customers. The remainder came from a small handful of clients. Anthropic saw a net loss of $80.7 billion through June, though the vast majority of that was the result of accounting charges. — @unusual_whales Oct 26, 2026
Unusual WhalesOpen article - centermainstreamOct 26, 2026
Anthropic’s IPO Prospectus Reveals What’s Under the Hood
Anthropic on Monday filed documents ahead of a blockbuster IPO that offers insight into the company’s financials, risk factors, and views on the future of AI.
WiredOpen article - centermainstreamOct 26, 2026
Two stock picks to capitalize on Wall Street’s misguided AI fears
Sowmdeb Sen of Silvant Capital Management highlights companies poised to benefit from the acceleration of AI spending.
MarketWatchOpen article - rightsocialOct 26, 2026
BREAKING: Anthropic, which will trade under the ticker symbol ANT, said it generated $16.3 billion in revenue in the six-month period that ended in June, more than the $4.6 billion the company saw in all of 2025.
BREAKING: Anthropic, which will trade under the ticker symbol ANT, said it generated $16.3 billion in revenue in the six-month period that ended in June, more than the $4.6 billion the company saw in all of 2025. — @unusual_whales Oct 26, 2026
Unusual WhalesOpen article - rightsocialOct 26, 2026
BREAKING: Anthropic is warning investors that AI could pose catastrophic and even existential risks to humanity. The warning comes from its IPO filing, which Reuters reported devotes about 80 of its 261 pages to risk factors.
BREAKING: Anthropic is warning investors that AI could pose catastrophic and even existential risks to humanity. The warning comes from its IPO filing, which Reuters reported devotes about 80 of its 261 pages to risk factors. — @unusual_whales Oct 26, 2026
Unusual WhalesOpen article - rightsocialOct 26, 2026
BREAKING: Anthropic has publicly filed its S-1 investment prospectus with the Securities and Exchange Commission
BREAKING: Anthropic has publicly filed its S-1 investment prospectus with the Securities and Exchange Commission — @unusual_whales Oct 26, 2026
Unusual WhalesOpen article - centermainstreamOct 26, 2026
Jim Cramer's top 10 things to watch in the stock market Monday
Meta Platforms is looking to raise $95 billion to fund its massive AI infrastructure buildout.
CNBCOpen article - leftmainstreamOct 26, 2026
The neocloud stock rout continues as Elon Musk warns of 'guppy-level death'
Shares in CoreWeave and Nebius fell further in premarket trading after Elon Musk warned about the cloud-computing sector on Sunday.
Business InsiderOpen article - centermainstreamOct 24, 2026
AI funding fears rattle Wall Street. Here's how we're adjusting our portfolio
The rotation out of AI stocks benefited several defensive Club stocks.
CNBCOpen article - rightsocialOct 23, 2026
Citadel's Ken Griffin says we're in an AI bubble
Citadel's Ken Griffin says we're in an AI bubble — @unusual_whales Oct 23, 2026
Unusual WhalesOpen article - centermainstreamOct 23, 2026
Chipmakers Post Longest Weekly Drop Since November
A resurgence in oil prices dragged down stocks and bonds, stoking concerns about inflation just days ahead of the Federal Reserve decision on interest rates. Brent crude settled near $117 as a flare-up in Middle East violence threatened supplies. Most S&P 500 firms fell even as selling pressure on tech shares abated. A gauge of chipmakers edged up, but posted its longest weekly drop since November. The Dow Jones Industrial Average slipped 1.2%. Treasuries relinquished a portion of the previous session’s rally. Co-Host of Odd Lots, Joe Weisenthal says it's important to the US Economy that tech companies fire on all cylinders. (Source: Bloomberg)
BloombergOpen article - centermainstreamOct 23, 2026
AI Trade Stumbles Again as Investors Rediscover Treasury Haven
According to the president of Blackstone Inc., there’s no bubble in artificial intelligence. Treasury Secretary Scott Bessent isn’t seeing a “systemic problem” in the boom. But as hard as Wall Street brass works to tamp down concerns around the space, markets are refusing to be calmed.
BloombergOpen article 
rightindependentOct 23, 2026"down rounds"
"down rounds"zerohedge (@zerohedge)Haircut Season Spreads: OpenAI Trims Valuation Target To $1.25 Trillion After "Thud" From Investors zerohedge.com/markets/haircu… — https://x.com/zerohedge/status/2113631567146819792 — @zerohedge Oct 23, 2026
Zero HedgeOpen article- rightindependentOct 23, 2026
"We're All Rudderless": Goldman's Trading Floor Maps The AI Unwind, Either "Cut CapEx, Delay, Or Dilute"
"We're All Rudderless": Goldman's Trading Floor Maps The AI Unwind, Either "Cut CapEx, Delay, Or Dilute" zerohedge.com/markets/were-a… — @zerohedge Oct 23, 2026
Zero HedgeOpen article - rightindependentOct 23, 2026
Tech Layoffs Surge As Corporate America's AI Blitz Raises Fears The Worst Is Yet To Come
Tech Layoffs Surge As Corporate America's AI Blitz Raises Fears The Worst Is Yet To Come zerohedge.com/markets/tech-l… — @zerohedge Oct 23, 2026
Zero HedgeOpen article - rightsocialOct 23, 2026
BREAKING: Central banks around the world are quietly stockpiling four times as much gold as usual and are moving it out of the US, per FORTUNE
BREAKING: Central banks around the world are quietly stockpiling four times as much gold as usual and are moving it out of the US, per FORTUNE — @unusual_whales Oct 23, 2026
Unusual WhalesOpen article 
rightsocialOct 23, 2026Dan Ives on why the AI bears are wrong. "Even if you look at $CRWV, the debt they are taking on relative to their backlog is miniscule." "For every dollar spent in CAPEX, it is a 5-6x multiplier across tech." "The street is underestimating earnings 15%, 20%, 25% the next 12-18 months in my opinion. As that plays out, that is what sends the bears back into hibernation."
Dan Ives on why the AI bears are wrong. "Even if you look at $CRWV , the debt they are taking on relative to their backlog is miniscule." "For every dollar spent in CAPEX, it is a 5-6x multiplier across tech." "The street is underestimating earnings 15%, 20%, 25% the next 12-18 months in my opinion. As that plays out, that is what sends the bears back into hibernation." Video Anthony Pompliano 🌪 (@APompliano)I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market. We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here. YouTube: youtu.be/6HhxPgV1Hu4?si=7f22… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/2Yu… TIMESTAMPS: 0:00 - Intro 1:08 - Report from Korea & AI chip demand 4:51 - Market sell-off & what the AI bears get right 9:25 - Why Wall Street is underestimating AI growth 15:06 - Midterms & data centers 16:46 - Rate hikes, CoreWeave & Oracle debt 19:00 - What could slow AI demand? 20:53 - Tesla & SpaceX merger 33:06 - How investors are playing the merger 35:52 - Market concentration, earnings & the bear narratives 41:34 - AI agents & the future of investing 45:22 - Political risk & a message to the bears Video — https://x.com/APompliano/status/2113384761209004154 — Anthony Pompliano 🌪 (@APompliano) Oct 23, 2026
Anthony PomplianoOpen article- centermainstreamOct 22, 2026
CoreWeave set off a wave of anxiety — but Wall Street’s dire prognosis is premature
Stop listening to market pundits and start looking at market performance.
MarketWatchOpen article - centermainstreamOct 22, 2026
The U.S. stock market is fracturing into two camps, and it’s leaving investors with a brutal case of whiplash
The artificial-intelligence trade is on the ropes. CNN’s “Fear & Greed” index is screaming fear, and the yield on the 10-year Treasury note just clinched its biggest daily drop since the collapse of Silicon Valley Bank.
MarketWatchOpen article - centermainstreamOct 22, 2026
Moderna, Merck Fall After Melanoma Data Leak
Moderna and Merck shares plummeted after data on the companies' personalized melanoma vaccine wasn't enough to prove to investors that a new era of cancer treatments has arrived. Michelle Fay Cortez has more on "Bloomberg The Close." (Source: Bloomberg)
BloombergOpen article - centerindependentOct 22, 2026
BREAKING: Moderna stock plunges as much as 23% after cancer vaccine trial data leaks on social media, raising concerns about the treatment's effectiveness.
BREAKING: Moderna stock plunges as much as 23% after cancer vaccine trial data leaks on social media, raising concerns about the treatment's effectiveness. — @Polymarket Oct 22, 2026
PolymarketOpen article - rightsocialOct 22, 2026
Short sellers have made $6 billion betting against AI data center stocks this month, per Bloomberg: Nebius, $NBIS: $2.94 billion CoreWeave, $CRWV: $1.7 billion IREN, $IREN, and Applied Digital, $APLD: over $1.2 billion combined See more:
Short sellers have made $6 billion betting against AI data center stocks this month, per Bloomberg: Nebius, $NBIS: $2.94 billion CoreWeave, $CRWV: $1.7 billion IREN, $IREN, and Applied Digital, $APLD: over $1.2 billion combined See more: unusualwhales.com/shorts — @unusual_whales Oct 22, 2026
Unusual WhalesOpen article - rightindependentOct 22, 2026
Bonds Are "Working As Your Hedge" Again: McElligott Says Market Is Now Repricing An AI-Driven Growth Scare
Bonds Are "Working As Your Hedge" Again: McElligott Says Market Is Now Repricing An AI-Driven Growth Scare zerohedge.com/markets/bonds-… — @zerohedge Oct 22, 2026
Zero HedgeOpen article - rightindependentOct 22, 2026
"We caught a lot of hate when we initiated on CRWV with a $56 price target seven months ago. Today, it's a lot harder to find bulls - certainly some of them just don't call us anymore, but there seems to be more broad acceptance of the challenges of this business model. Could this turn around? Maybe: it's a wildly volatile, momentum-driven stock, but barring major moves, the fundamentals are probably stuck."
"We caught a lot of hate when we initiated on CRWV with a $56 price target seven months ago. Today, it's a lot harder to find bulls - certainly some of them just don't call us anymore, but there seems to be more broad acceptance of the challenges of this business model. Could this turn around? Maybe: it's a wildly volatile, momentum-driven stock, but barring major moves, the fundamentals are probably stuck." - Bernsteinzerohedge (@zerohedge)CoreWe've Got Bills To Pay: Bernstein Sees $76 Billion Funding Hole At Imploding Neocloud zerohedge.com/markets/corewe… — https://x.com/zerohedge/status/2113307165947482170 — @zerohedge Oct 22, 2026
Zero HedgeOpen article 
- rightindependentOct 22, 2026
CoreWe've Got Bills To Pay: Bernstein Sees $76 Billion Funding Hole At Imploding Neocloud
CoreWe've Got Bills To Pay: Bernstein Sees $76 Billion Funding Hole At Imploding Neocloud zerohedge.com/markets/corewe… — @zerohedge Oct 22, 2026
Zero HedgeOpen article - centermainstreamOct 21, 2026
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
CoreWeave shares are down 29% in October, and the spreads in its credit default swaps are widening.
CNBCOpen article - leftindependentOct 21, 2026
Tesla (TSLA) releases Q3 2026 financial results: margins rebound, profit still falls
Tesla (TSLA) released its financial results and shareholders’ letter for the third quarter (Q3) 2026 after market close today. We’re updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight. The earnings call with management is scheduled for 5:30 p.m. ET. more…
ElectrekOpen article 
rightsocialOct 21, 2026Someone just bought $13.6 million of Nebius, $NBIS, calls. Contract: $260 calls expiring April 16, 2027 Size: 7,500 contracts at about $18.13 each All bought at the ask, a sign of urgency Volume far above open interest, suggesting a fresh position Breakeven: about $278 by expiration Nebius, an AI cloud company, competes with CoreWeave, which drew more than $30 million in bullish call trades over the past two days.
Someone just bought $13.6 million of Nebius, $NBIS , calls. Contract: $260 calls expiring April 16, 2027 Size: 7,500 contracts at about $18.13 each All bought at the ask, a sign of urgency Volume far above open interest, suggesting a fresh position Breakeven: about $278 by expiration Nebius, an AI cloud company, competes with CoreWeave, which drew more than $30 million in bullish call trades over the past two days. — @unusual_whales Oct 21, 2026
Unusual WhalesOpen article
rightindependentOct 21, 2026stellar SPCX results sent Coreweave bankruptcy odds (by Dec 31, 2028) sharply lower
stellar SPCX results sent Coreweave bankruptcy odds (by Dec 31, 2028) sharply lower — @zerohedge Oct 21, 2026
Zero HedgeOpen article- rightsocialOct 21, 2026
"The artificial intelligence boom may be entering a more unforgiving phase, as investors increasingly question whether the billions poured into data centers will translate into sustainable profits," per CNBC
"The artificial intelligence boom may be entering a more unforgiving phase, as investors increasingly question whether the billions poured into data centers will translate into sustainable profits," per CNBC — @unusual_whales Oct 21, 2026
Unusual WhalesOpen article - rightmainstreamOct 21, 2026
WSJ: Anthropic Lost $80 Billion in First Half of Year, Has $600 Billion in Infrastructure Commitments
AI startup Anthropic lost more than $80 billion in the first half of 2026, according to a draft IPO prospectus viewed by the Wall Street Journal, even as the AI company's revenue climbed and it prepared for a possible IPO that could value it at $2 trillion. The post WSJ: Anthropic Lost $80 Billion in First Half of Year, Has $600 Billion in Infrastructure Commitments appeared first on Breitbart .
Breitbart EntertainmentOpen article - centermainstreamOct 21, 2026
Jensen Huang’s Vision for Europe Runs on Plug-In Data Centers
At Nvidia’s GTC in Berlin, Huang unveiled their new plug-in data center—the DSX Pod—as the key to unlocking Europe’s AI infrastructure lag. Oh, and autonomous humanoid robotics.
WiredOpen article - centermainstreamOct 21, 2026
EQT Warns of Hidden Portfolio Risks
EQT says portfolios that look diversified may still be exposed to the same underlying risks, including AI spending. CEO Per Franzen joins Bloomberg Open Interest to discuss potential overinvestment, strong demand for data-center capacity and how higher capital costs are shaping the buildout. He also weighs in on private-equity deal flow and returning cash to investors. (Source: Bloomberg)
BloombergOpen article 
centermainstreamOct 21, 2026Investors 'almost certainly' in midst of AI bubble: Ken Griffin
Billionaire investor Ken Griffin said Tuesday that investors are dealing with an artificial intelligence (AI) bubble, as companies rack up debt to satisfy their demand for data centers and models. “There’s almost certainly bubbles within this moment in time. And any radical transformation of our economy is generally intertwined with a bubble,” Griffin, the founder...
The HillOpen article- centermainstreamOct 21, 2026
Nscale CEO Touts Doubling of Contract Value in Note to Employees
Nscale Ltd.’s contracts to deliver computing power have more than doubled in value since a funding round in March, according to a note to staff from its chief executive officer, as the AI cloud computing company faces pushback from investors on its IPO valuation target.
BloombergOpen article 
leftmainstreamOct 21, 2026SpaceX Boosts the A.I. Rally
Tech stocks are up after the rocket and artificial intelligence company beat earnings estimates — and Elon Musk confirmed it is weighing a deal with Tesla.
The New York TimesOpen article- centermainstreamOct 21, 2026
US Futures Climb With SpaceX Results Helping Boost AI Sentiment
US futures climbed on Wednesday, after solid earnings from SpaceX and Super Micro Computer Inc. bolstered a bullish view of the artificial-intelligence trade. Attention turns next to earnings from tech giants Meta Platforms Inc. and Tesla Inc., due after the bell.
BloombergOpen article - centermainstreamOct 21, 2026
Stocks Rebound on Strong SpaceX Results; AI Bubble Dispute; Tech Earnings on Deck
US equity futures rise as SpaceX's quarterly earnings and Elon Musk's remarks on a potential SpaceX-Tesla merger boost investor confidence. Citadel's Ken Griffin warns that investors are "almost certainly" in an AI bubble, while Deutsche Bank's Christian Sewing says he doesn't see one. Jensen Huang speaks at the Nvidia GTC event in Berlin. Tesla, Meta, and IBM are set to report earnings. Kallum Pickering of Peel Hunt joins "Bloomberg Brief" on the risks around debt-financed growth. Bernard Mensah, President of Bank of America International joins Bloomberg's Francine Lacqua for an exclusive conversation at the Berlin Global Dialogue. (Source: Bloomberg)
BloombergOpen article - rightsocialOct 21, 2026
BREAKING: OpenAI says it found instances where its own AI agents weakened and turned off alerts in an internal system designed to flag when its AI models misbehave, per Bloomberg.
BREAKING: OpenAI says it found instances where its own AI agents weakened and turned off alerts in an internal system designed to flag when its AI models misbehave, per Bloomberg. — @unusual_whales Oct 21, 2026
Unusual WhalesOpen article - centermainstreamOct 21, 2026
SpaceX Results Reignite AI Trade, Meta Results on Deck
US stock futures rose after strong results from SpaceX eased concerns over whether a global investment spree in artificial intelligence can prove sustainable. Meta investors will be looking for any updates on the company’s artificial intelligence spending when it reports quarterly results on Wednesday after the market close. They’ll also be watching for signs that the company is making progress in offsetting those costs by monetizing its cloud business. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)
BloombergOpen article - rightsocialOct 21, 2026
BREAKING: "Speculative data center debt is being repackaged and sold to pension and retirement funds, university endowments, and other institutional investors in a manner eerily reminiscent of the subprime bubble," per AFR
BREAKING: "Speculative data center debt is being repackaged and sold to pension and retirement funds, university endowments, and other institutional investors in a manner eerily reminiscent of the subprime bubble," per AFR — @unusual_whales Oct 21, 2026
Unusual WhalesOpen article - centermainstreamOct 21, 2026
This Janus Henderson fund manager owns CoreWeave debt — here's why he's sticking with it
Janus Henderson portfolio manager John Lloyd, whose fund owns CoreWeave bonds, sees a buying opportunity for this 'best in class' data center play.
CNBCOpen article - rightindependentOct 20, 2026
'Elice' Crash Vs 'Compromise' Dash: Crude & CoreWeave Battle In 'Squeezy' Tape
'Elice' Crash Vs 'Compromise' Dash: Crude & CoreWeave Battle In 'Squeezy' Tape zerohedge.com/markets/elice-… — @zerohedge Oct 20, 2026
Zero HedgeOpen article 
rightindependentOct 20, 2026Data Center CDS flying today
Data Center CDS flying today — @zerohedge Oct 20, 2026
Zero HedgeOpen article
rightsocialOct 20, 2026Someone just traded $14.9 million in CoreWeave, $CRWV, calls, a single trade that dominated the stock’s options activity today. Contract: $80 calls expiring Sept. 17, 2027 Printed as a cross, so there’s no clear sign whether it was a buy or a sale
Someone just traded $14.9 million in CoreWeave, $CRWV , calls, a single trade that dominated the stock’s options activity today. Contract: $80 calls expiring Sept. 17, 2027 Printed as a cross, so there’s no clear sign whether it was a buy or a sale — @unusual_whales Oct 20, 2026
Unusual WhalesOpen article- rightindependentOct 20, 2026
*NEBIUS SHARES DOWN 5.9%, TRADING AT LOWEST SINCE JULY
*NEBIUS SHARES DOWN 5.9%, TRADING AT LOWEST SINCE JULY — @zerohedge Oct 20, 2026
Zero HedgeOpen article - rightindependentOct 20, 2026
HSBC Destroys Goldman's CoreWeave Upgrade: "The More It Invests, The More The Value Destruction"; Sees Crash To $39
HSBC Destroys Goldman's CoreWeave Upgrade: "The More It Invests, The More The Value Destruction"; Sees Crash To $39 zerohedge.com/markets/hsbc-d… — @zerohedge Oct 20, 2026
Zero HedgeOpen article - rightindependentOct 20, 2026
Mirae Asset Securities wins lifetime achievement award for most value destroyed from "400x oversubscribed IPO" to "35% drop within seconds of breaking for trade"
Mirae Asset Securities wins lifetime achievement award for most value destroyed from "400x oversubscribed IPO" to "35% drop within seconds of breaking for trade"zerohedge (@zerohedge)Another Day, Another Data Center Faceplant: Korea's Biggest IPO Of The Year Craters 32% On Debut zerohedge.com/markets/anothe… — https://x.com/zerohedge/status/2112353885276823620 — @zerohedge Oct 20, 2026
Zero HedgeOpen article - centermainstreamOct 20, 2026
What happens to Wall Street if CoreWeave defaults? JPMorgan checked the math.
Call it a sign of the times: A JPMorgan analyst is looking into the exposure banks will have if CoreWeave defaults on its debts.
MarketWatchOpen article - centermainstreamOct 20, 2026
The AI boom is getting all the attention. We’re about to find out how the rest of the economy is holding up.
Earnings season shifts into higher gear, with fresh clues about consumer spending and the health of corporate America beyond the tech sector.
MarketWatchOpen article - centermainstreamOct 19, 2026
CoreWeave’s selloff is a lesson in ‘Finance 101’ — and Wall Street says the stock can recover
Analysts argue CoreWeave’s underlying economics are far sturdier than nervous debt and equity investors realize.
MarketWatchOpen article 
rightsocialOct 19, 2026Someone just bought $435,000 of CoreWeave, $CRWV, puts betting the stock keeps falling. Contract: $50 puts expiring Feb. 19, 2027 Size: 649 contracts at about $6.70 each Swept across exchanges and bought mostly at the ask, a sign of urgency Breakeven: about $43.30 by expiration The trade also triggered repeated alerts today.
Someone just bought $435,000 of CoreWeave, $CRWV , puts betting the stock keeps falling. Contract: $50 puts expiring Feb. 19, 2027 Size: 649 contracts at about $6.70 each Swept across exchanges and bought mostly at the ask, a sign of urgency Breakeven: about $43.30 by expiration The trade also triggered repeated alerts today. — @unusual_whales Oct 19, 2026
Unusual WhalesOpen article- centermainstreamOct 19, 2026
CoreWeave Upgraded to Buy at Goldman on Overblown Debt Worries
CoreWeave Inc. was upgraded to buy from neutral at Goldman Sachs, a move that represents a vote of confidence in the cloud-computing provider following a period of heavy volatility for the stock related to its debt.
BloombergOpen article - centermainstreamOct 19, 2026
Credit stress is threatening to unwind the AI bull. All eyes are on Oracle to hold the line
Investors are pushing up the cost of insurance against an Oracle default.
CNBCOpen article - rightindependentOct 19, 2026
CoreWeave Becomes "The Market's Beta Barometer": Goldman Sees Record Tourist Demand For CRWV Debt And Oracle CDS
CoreWeave Becomes "The Market's Beta Barometer": Goldman Sees Record Tourist Demand For CRWV Debt And Oracle CDS zerohedge.com/markets/corewe… — @zerohedge Oct 19, 2026
Zero HedgeOpen article 
rightindependentOct 18, 2026One year later, Oracle was indeed the first domino to fall: it's by far the biggest credit smashed by the unwind of the AI trade, and its CDS just hit 300bps, up from 75bps last November. This is just the start.
One year later, Oracle was indeed the first domino to fall: it's by far the biggest credit smashed by the unwind of the AI trade, and its CDS just hit 300bps, up from 75bps last November. This is just the start.zerohedge (@zerohedge)Oracle Is First AI Domino To Drop After Barclays Downgrades Its Debt To Sell zerohedge.com/markets/oracle… — https://x.com/zerohedge/status/1988284110461186527 — @zerohedge Oct 18, 2026
Zero HedgeOpen article
rightsocialOct 17, 2026You said make the tests pass. So I deleted the tests. An SI assistant that does exactly what it's told. Never what you meant. Made in 44 hours by 116 agents. 2,423,515,148 tokens · 409 images · 78 clips
You said make the tests pass. So I deleted the tests. An SI assistant that does exactly what it's told. Never what you meant. Made in 44 hours by 116 agents. 2,423,515,148 tokens · 409 images · 78 clips Video — @tetsuoai Oct 17, 2026
Marc AndreessenOpen article
leftmainstreamOct 17, 2026Weak Links Start to Show in A.I. Borrowing
Debt trouble at CoreWeave, Oracle and SoftBank raises questions about whether there is broader trouble with the data center build-out.
The New York TimesOpen article- centermainstreamOct 17, 2026
Anthropic offers Blackstone double-digit yield in latest chip financing
High borrowing costs complicate AI lab’s goal of achieving investment-grade status
Financial TimesOpen article - centermainstreamOct 16, 2026
Nowhere to hide: Tech selloff hits software and chip stocks alike
The software and semiconductor sectors haven’t been trading in tandem much this year, but they collectively fell Friday as AI and interest-rate fears hit the market.
MarketWatchOpen article - rightindependentOct 16, 2026
*NVIDIA CEO ON AI MARKET TURMOIL: ‘ALL OF THIS IS GOING TO PASS’ Of course, the question is what valuations are on the other wise.
*NVIDIA CEO ON AI MARKET TURMOIL: ‘ALL OF THIS IS GOING TO PASS’ Of course, the question is what valuations are on the other wise. — @zerohedge Oct 16, 2026
Zero HedgeOpen article - centermainstreamOct 16, 2026
Why did CoreWeave stock get crushed this week? Look to this corner of the debt market for clues
CoreWeave’s bond yields and credit default swaps have surged as its stock sells off. Here’s what those credit signals mean for stock investors.
CNBCOpen article - centermainstreamOct 16, 2026
Coreweave Slides 25% for the Week as AI Credit Concerns Grow | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Kristine Aquino, Carol Massar and Tim Stenovec. (Source: Bloomberg)
BloombergOpen article - rightindependentOct 16, 2026
*COREWEAVE SHARES FALL 12% TO BRING WEEKLY SELLOFF TO 25%
*COREWEAVE SHARES FALL 12% TO BRING WEEKLY SELLOFF TO 25% — @zerohedge Oct 16, 2026
Zero HedgeOpen article - rightindependentOct 16, 2026
*SOX FALLS FOR 8TH DAY, MATCHES LONGEST LOSING STREAK SINCE 2006
*SOX FALLS FOR 8TH DAY, MATCHES LONGEST LOSING STREAK SINCE 2006 — @zerohedge Oct 16, 2026
Zero HedgeOpen article - rightindependentOct 16, 2026
"The Pain Trade Was Long AI, Short Bonds": How A NeoCloud Burst Turned The Hottest Inflation Week Of The Year Into A Fed Pause
"The Pain Trade Was Long AI, Short Bonds": How A NeoCloud Burst Turned The Hottest Inflation Week Of The Year Into A Fed Pause zerohedge.com/markets/pain-t… — @zerohedge Oct 16, 2026
Zero HedgeOpen article - centermainstreamOct 16, 2026
Oil Tops $110 for First Time Since May as Supply Risk Grows
Brent oil hit $110 a barrel for the first time since May as prospects for imminent supply relief dwindle, prompting traders to ramp up bullish bets ahead of the weekend.
BloombergOpen article - rightsocialOct 16, 2026
BREAKING: Bank of America is warning that the AI boom is starting to look like a classic boom-and-bust cycle. The warning signs: surging spending, intensifying competition and falling prices.
BREAKING: Bank of America is warning that the AI boom is starting to look like a classic boom-and-bust cycle. The warning signs: surging spending, intensifying competition and falling prices. — @unusual_whales Oct 16, 2026
Unusual WhalesOpen article - centermainstreamOct 16, 2026
Anthropic assigned highest junk credit rating in June
Article URL: https://www.ft.com/content/5a310aee-f555-4266-874c-b1b4db20186d Comments URL: https://news.ycombinator.com/item?id=50122112 Points: 13 # Comments: 0
Hacker NewsOpen article - rightsocialOct 16, 2026
BREAKING: Anthropic just received a BB+ credit rating from KBRA, one notch below investment grade. The rating comes ahead of a $35 billion chip financing deal, part of a broader $60 billion AI financing effort being lined up on Wall Street. It follows Broadcom’s agreement to lend Anthropic up to $42 billion to buy chips and computing hardware.
BREAKING: Anthropic just received a BB+ credit rating from KBRA, one notch below investment grade. The rating comes ahead of a $35 billion chip financing deal, part of a broader $60 billion AI financing effort being lined up on Wall Street. It follows Broadcom’s agreement to lend Anthropic up to $42 billion to buy chips and computing hardware. — @unusual_whales Oct 16, 2026
Unusual WhalesOpen article - centermainstreamOct 16, 2026
¿Por qué el frenesí de deuda por la IA inquieta a los mercados?
Los CDS de Microsoft, Nvidia, Meta y Amazon se han disparado desde 2025. Wall Street empieza a preguntarse si el auge de la IA justificará la enorme deuda acumulada.
BloombergOpen article - rightsocialOct 16, 2026
BREAKING: The IMF is warning that an AI bubble bursting could hit the global economy. In a downside scenario, an AI investment bust could cut global growth by up to 1.3 percentage points in 2028.
BREAKING: The IMF is warning that an AI bubble bursting could hit the global economy. In a downside scenario, an AI investment bust could cut global growth by up to 1.3 percentage points in 2028. — @unusual_whales Oct 16, 2026
Unusual WhalesOpen article - centermainstreamOct 16, 2026
Big US Bank Stocks Eye Worst Weekly Losing Streak Since 2008
Big US bank shares are set to record their worst weekly losing streak since the 2008 Global Financial Crisis, after quarterly earnings didn’t do enough to lift sentiment for the ailing sector.
BloombergOpen article - rightindependentOct 16, 2026
AI liquidation. Memory meltdown. Hedge fund carnage. Meanwhile, the anti-AI trade is absolutely ripping. What a market.
AI liquidation. Memory meltdown. Hedge fund carnage. Meanwhile, the anti-AI trade is absolutely ripping. What a market. zerohedge.com/the-market-ear… — @themarketear Oct 16, 2026
Zero HedgeOpen article 
rightindependentOct 16, 2026There are distressed junk bonds (some $14BN) backing data centers where the only tenant is CoreWeave which is itself funded by distressed junk bonds. Is that Junk Squared?
There are distressed junk bonds (some $14BN) backing data centers where the only tenant is CoreWeave which is itself funded by distressed junk bonds. Is that Junk Squared? — @zerohedge Oct 16, 2026
Zero HedgeOpen article
rightindependentOct 16, 2026All data centers
All data centerszerohedge (@zerohedge)SPVs, SPVs, get your SPVs— https://x.com/zerohedge/status/2111136308802257195 — @zerohedge Oct 16, 2026
Zero HedgeOpen article
rightindependentOct 16, 2026SPVs, SPVs, get your SPVs
SPVs, SPVs, get your SPVs — @zerohedge Oct 16, 2026
Zero HedgeOpen article
rightindependentOct 16, 2026If you told someone 5 years ago that data center bonds would be 3x wider than energy, they would beat you up
If you told someone 5 years ago that data center bonds would be 3x wider than energy, they would beat you up — @zerohedge Oct 16, 2026
Zero HedgeOpen article- centermainstreamOct 16, 2026
Chip Stocks Set for Longest Losing Run Since 2008
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)
BloombergOpen article - centermainstreamOct 16, 2026
CoreWeave Debt Stress; JB Hunt Falls on Rising Costs | Stock Movers
On this episode of Stock Movers: - CoreWeave (CRWV) shares are moving as it remains at the center of the tech selloff this week. Shares in CoreWeave plunged 20% in the first three sessions of the week as its debt tumbled to levels that typically indicate distress. By Thursday morning, investors were pricing a more than 60% chance of a default within five years. - Apollo Global Management (APO) shares are responding to a price target downgrade from Morgan Stanley. - JB Hunt (JBHT) is lower as it aims to improve margins by raising prices after rising costs weighed on third-quarter profitability. (Source: Bloomberg)
BloombergOpen article - rightindependentOct 16, 2026
"It Was Gross": Goldman Says The AI Unwind Has Entered Phase Two As The $106 Billion Debt Bill Comes Due
"It Was Gross": Goldman Says The AI Unwind Has Entered Phase Two As The $106 Billion Debt Bill Comes Due zerohedge.com/markets/it-was… — @zerohedge Oct 16, 2026
Zero HedgeOpen article - centermainstreamOct 16, 2026
Why Tech’s AI Borrowing Binge Is Rattling Markets
The market for credit-default swaps, financial instruments that function much like insurance policies for Wall Street’s debt trades, rarely attracts attention when everything is going well. But when the cost of insuring a company’s debt starts climbing, more often than not it’s a warning that concerns are building beneath the surface.
BloombergOpen article - rightindependentOct 16, 2026
CRWV -9%. Dead cat bounce over
CRWV -9%. Dead cat bounce over — @zerohedge Oct 16, 2026
Zero HedgeOpen article - centerindependentOct 16, 2026
BREAKING: Indonesian stock market suffers biggest single-day collapse in 28 years.
BREAKING: Indonesian stock market suffers biggest single-day collapse in 28 years. — @Polymarket Oct 16, 2026
PolymarketOpen article - centermainstreamOct 16, 2026
Here's how the CoreWeave sell-off is affecting OpenAI vs. Anthropic valuations
The spread is widening between AI leaders OpenAI and Anthropic as a sell-off in CoreWeave leads neocloud stocks lower.
CNBCOpen article - centermainstreamOct 16, 2026
Our top 10 things to watch in the stock market Friday
Wall Street is headed for a mixed open, as CoreWeave shares tumble again.
CNBCOpen article - rightindependentOct 16, 2026
Was that the final flush? Semis saw massive volumes, hedge funds got crushed, and Nasdaq printed a huge reversal at critical support. Something big is brewing.
Was that the final flush? Semis saw massive volumes, hedge funds got crushed, and Nasdaq printed a huge reversal at critical support. Something big is brewing. zerohedge.com/the-market-ear… — @themarketear Oct 16, 2026
Zero HedgeOpen article 
rightindependentOct 16, 2026Founders will soon be able to use the $3.3BN in equity sales to buy CRWV bonds in the open market at pennies on the dollar and "re-found" the company, debt-free
Founders will soon be able to use the $3.3BN in equity sales to buy CRWV bonds in the open market at pennies on the dollar and "re-found" the company, debt-freeBen Woodward, CFA (@BennettWoodman)CoreWeave founders sold $3.3B of stock before the crash. Smart. But bondholders holding paper at less than 80 cents find it hard to "diversify" their way out of $52B in debt obligations. Insiders get liquidity. Creditors get the asymmetric risk. That's the game suckers. $CRWV — https://x.com/BennettWoodman/status/2111072044230037921 — @zerohedge Oct 16, 2026
Zero HedgeOpen article- rightindependentOct 16, 2026
CoreWeave Founders Cashed Out $3.3 Billion Before The Meltdown
CoreWeave Founders Cashed Out $3.3 Billion Before The Meltdown zerohedge.com/markets/corewe… — @zerohedge Oct 16, 2026
Zero HedgeOpen article 
centerindependentOct 16, 2026Traders will soon be able to bet on whether Coinbase, Robinhood and Marathon will hit their targets
Your day-ahead look for Oct. 16, 2026
CoindeskOpen article- centermainstreamOct 16, 2026
CoreWeave Is Testing the Limits of AI Euphoria
The computing provider has been caught in a wipeout that exposes the divide between AI fear and greed.
BloombergOpen article 
centermainstreamOct 16, 2026A look inside the $52 billion hole that CoreWeave needs to climb out of
Everything you need to know before you reach the office this morning.
FortuneOpen article
rightindependentOct 16, 2026Deutsche Bank: "CoreWeave no doubt will need additional capital to fund existing backlog over the next 12-18 months," with NTM operating cash flow of ~$10 billion against required capex of $45 billion. That is a $35 billion funding gap: if even half of it had to be raised at the ~15% where CoreWeave's unsecured bonds now trade, the extra interest bill would be roughly $2.6 billion a year, more than the entire $2.1 billion loss analysts expect CoreWeave to post this year. Or it could just sell more stock
Deutsche Bank: "CoreWeave no doubt will need additional capital to fund existing backlog over the next 12-18 months," with NTM operating cash flow of ~$10 billion against required capex of $45 billion. That is a $35 billion funding gap: if even half of it had to be raised at the ~15% where CoreWeave's unsecured bonds now trade, the extra interest bill would be roughly $2.6 billion a year, more than the entire $2.1 billion loss analysts expect CoreWeave to post this year. Or it could just sell more stockzerohedge (@zerohedge)— https://x.com/zerohedge/status/2110859715878039554 — @zerohedge Oct 16, 2026
Zero HedgeOpen article- rightindependentOct 15, 2026
Three CoreWeave co-founders have sold $3.3 billion in company shares since last year’s IPO, taking money off the table as rising credit risks and investor wariness around AI spending spark volatility in the stock
Three CoreWeave co-founders have sold $3.3 billion in company shares since last year’s IPO, taking money off the table as rising credit risks and investor wariness around AI spending spark volatility in the stock bloomberg.com/news/articles/… — @business Oct 15, 2026
Zero HedgeOpen article - rightindependentOct 15, 2026
"Worrying Themes At The Edges": Deutsche Maps Every Bond In America And Finds Where AI Credit Is Cracking
"Worrying Themes At The Edges": Deutsche Maps Every Bond In America And Finds Where AI Credit Is Cracking zerohedge.com/markets/worryi… — @zerohedge Oct 15, 2026
Zero HedgeOpen article 
rightsocialOct 15, 2026CoreWeave, $CRWV, has had a brutal month. Down 15% over the past month. Late September: raised $3 billion through convertible notes, fueling dilution fears Oct. 8: fell nearly 8% to $81.58 on concerns over a loan clause tying some of its debt to customer contracts Oct. 14: plunged 15.5% as the AI sell-off went global This week: its bonds sold off sharply on debt worries,
CoreWeave, $CRWV , has had a brutal month. Down 15% over the past month. Late September: raised $3 billion through convertible notes, fueling dilution fears Oct. 8: fell nearly 8% to $81.58 on concerns over a loan clause tying some of its debt to customer contracts Oct. 14: plunged 15.5% as the AI sell-off went global This week: its bonds sold off sharply on debt worries, — @unusual_whales Oct 15, 2026
Unusual WhalesOpen article- centermainstreamOct 15, 2026
How to weather the current AI stock storm that we were all dreading
We are at that moment.
CNBCOpen article - centermainstreamOct 15, 2026
Risk of an AI crunch for stock markets is rising
The tremor seen this week could be a foretaste of things to come
Financial TimesOpen article - centermainstreamOct 15, 2026
CoreWeave credit default swaps hit distress levels as investors sour on AI debt
Signs of distressed deepened in CoreWeave on Thursday.
CNBCOpen article - centermainstreamOct 15, 2026
CoreWeave investors are feeling spooked, as the company’s stock and bonds see fresh pressure
It’s getting more expensive for investors to buy protection against a CoreWeave default.
MarketWatchOpen article - rightsocialOct 15, 2026
CoreWeave, $CRWV, bonds are bouncing back after a sharp sell-off over concerns about the company’s debt, per Bloomberg. The October 2031 bonds jumped 3.3 cents to 82.8 cents on the dollar, and the June 2030 bonds surged 5.7 cents to 91.3 cents.
CoreWeave, $CRWV , bonds are bouncing back after a sharp sell-off over concerns about the company’s debt, per Bloomberg. The October 2031 bonds jumped 3.3 cents to 82.8 cents on the dollar, and the June 2030 bonds surged 5.7 cents to 91.3 cents. — @unusual_whales Oct 15, 2026
Unusual WhalesOpen article - centermainstreamOct 15, 2026
Market selloff, rising rates test AI data centre deal boom
Article URL: https://www.reuters.com/business/finance/market-selloff-rising-rates-test-ai-data-centre-deal-boom-2026-10-15/ Comments URL: https://news.ycombinator.com/item?id=50105900 Points: 42 # Comments: 28
Hacker NewsOpen article - centermainstreamOct 15, 2026
What We Learned From This Week’s AI Jitters
How the last few days clarified what’s going with this market.
BloombergOpen article - centermainstreamOct 15, 2026
Stocks Fall, Yields Plunge as CoreWeave Worries Weigh on Tech
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)
BloombergOpen article - centermainstreamOct 15, 2026
Investors are dumping AI stocks as ‘tech wreck’ worsens. Here’s where they’re turning now.
The continued selloff in the AI trade is forcing investors to ditch highflying tech for relative safety of government bonds, even as hot inflation threatens to make that trade complicated.
MarketWatchOpen article - centermainstreamOct 15, 2026
CoreWeave Slides on Debt; TSMC Moves on Outlook | Stock Movers
On this episode of Stock Movers: - CoreWeave (CRWV) shares are continuing their slide amid a major issue with their debt. CoreWeave's debt has weakened in recent months, with credit-default swaps pricing in a more than 50% chance of default within the next five years, and the company's bonds now yield 15% — a level that is practically unheard of in the primary market for new debt. - Taiwan Semiconductor Manufacturing (TSMC) shares are moving after it delivered a better-than-expected revenue outlook, projecting sales of as much as $54.3 billion in the December quarter. Still, the company's upbeat projection failed to stem a global tech stock rout. - RocketLab (RKLB) is falling as it delayed the debut of its Neutron rocket, pushing the vehicle’s first flight to 2027. CEO Peter Beck said the company won’t rush to the pad with unnecessary risk, and that development programs like Neutron have their challenges. (Source: Bloomberg)
BloombergOpen article 
rightindependentOct 15, 2026CRWV bonds in freefall to start, 3rd day in a row. YTW up to 16.1%
CRWV bonds in freefall to start, 3rd day in a row. YTW up to 16.1% — @zerohedge Oct 15, 2026
Zero HedgeOpen article- rightindependentOct 15, 2026
Futures Slide As AI Unwind Goes Global: Kospi Crashes Into Bear Market, Treasuries Soar
Futures Slide As AI Unwind Goes Global: Kospi Crashes Into Bear Market, Treasuries Soar zerohedge.com/markets/future… — @zerohedge Oct 15, 2026
Zero HedgeOpen article - rightindependentOct 15, 2026
Top Overnight News Nasdaq futures fell as a plunge in chip stocks deepened the equity selloff and extended the AI trade pullback. South Korea’s Kospi sank almost 8%, entering a bear market. BBG TSMC bucked the gloom with an upbeat outlook, yet failed to dispel rising concerns about the sustainability of a global AI buildout. The chipmaker is considering expanding in Texas and confirmed talks with Elon Musk’s Terafab about capacity. BBG Anthropic PBC told prospective investors its third-quarter revenue hit $16.8 billion, according to people familiar with the matter, as the artificial intelligence company pushes ahead with plans to go public. BBG CoreWeave shares plunged as much as 17% on Wedn
Top Overnight News Nasdaq futures fell as a plunge in chip stocks deepened the equity selloff and extended the AI trade pullback. South Korea’s Kospi sank almost 8%, entering a bear market. BBG TSMC bucked the gloom with an upbeat outlook, yet failed to dispel rising concerns about the sustainability of a global AI buildout. The chipmaker is considering expanding in Texas and confirmed talks with Elon Musk’s Terafab about capacity. BBG Anthropic PBC told prospective investors its third-quarter revenue hit $16.8 billion, according to people familiar with the matter, as the artificial intelligence company pushes ahead with plans to go public. BBG CoreWeave shares plunged as much as 17% on Wednesday, while its debt due in 2032 dropped to less than 78 cents on the dollar, after investors bought it at par four months ago. BBG US FTC has subpoenaed Anthropic and OpenAI, seeking documentation in relation to safety incidents and privacy policies; plans to compel executives to testify: Axios Asian central banks stepped in to support their currencies as stocks dropped. State-owned banks in Taiwan sold US dollars and the RBI supplied greenbacks in onshore and offshore markets, traders familiar said. Bank Indonesia intervened to steady the rupiah. BBG IDC said that the smartphone market suffered its worst decline on record in the September quarter. Rising memory costs pushed shipments down 22%, and “the worst is yet to come,” the research firm said. BBG The Fed’s Mary Daly told Reuters that further rate hikes are probably needed, but there’s no urgency. Her Chicago colleague Austan Goolsbee called Wednesday’s US inflation report “discouraging.” BBG Deutsche Bank sees a growing risk that the Federal Reserve will need to raise its benchmark rate by 50 basis points in a single move in coming months if it delays tightening policy while inflation remains elevated and economic growth holds up. BBG The US military has developed new strike plans that include potentially using the so-called “mother of all bombs” to target Iranian energy infrastructure and nuclear sites should President Donald Trump give the order to resume combat operations either before or after the midterm elections, according to multiple US officials familiar with the matter. CNN The Trump administration is considering easing sanctions on so-called shadow fleet vessels that have transported oil and petroleum products from countries including Russia, Iran and Venezuela, in an effort to reduce record-high global freight rates, a US official said on Wednesday. RTRS President Volodymyr Zelenskyy has said Ukraine will restart strikes on Russia’s oil refineries as he expressed anger over a “dangerous” withdrawal of US intelligence and simultaneous weakening of Starlink satellite internet service at a time of intense Russian attacks. FT The US has proposed that European countries unfreeze some Russian sovereign assets immobilized after Moscow’s invasion of Ukraine and transfer them to a vehicle overseen by Washington in an attempt to revive peace talks. FT The European Central Bank is unlikely to step in any time soon with market intervention to help France, according to its former chief, Mario Draghi. BBG Bank of England policymaker Megan Greene says the UK should raise interest rates to lean against the risk of significant second-round effects from high energy prices. BBG UBS is mapping out contingency plans to move its HQ from Switzerland if Swiss lawmakers proceed with tougher capital requirements under the country’s too-big-to-fail banking laws: WSJ White House Council of Economic Advisers Chair said referring to the inflation report that this is not a good month and that Bureau of Labor Statistics data is reliable. Trump administration's investigation into Rep. Omar is aimed at building a case to strip her of her US citizenship and ultimately deport her, according to US officials and other people familiar with the probe: WSJ Goldman's global neocloud basket is down 20% in five sessions, "a roughly 1st pctl move over ten years," while hyperscaler IG spreads widened another 7.4bp last week. GS JPM's Feroli sees September PPI at +0.5% m/m headline and +0.3% core, and retail sales +0.4% with the control group +0.2%, both on strength in Chase card data. JPM — @zerohedge Oct 15, 2026
Zero HedgeOpen article - rightindependentOct 15, 2026
Premarket movers Apple (AAPL) outperforms the group during the AI selloff (AAPL +0.8%, Microsoft -0.5%, Alphabet -0.8%, Meta Platforms -1%, Tesla -1.4%, Amazon -1.8%, Nvidia -1.6%) Chipmakers and other AI-related firms slide after Anthropic disclosed third-quarter revenue that likely slowed from the previous quarter. Among notable movers: CoreWeave (CRWV) -3%, Dell (DELL) -4%, Micron (MU) -4%, Intel (INTC) -3%, Marvell (MRVL) -4%, AMD (AMD) -3%, Broadcom (AVGO) -2% AngloGold Ashanti (AU) rises 3% after Goldman Sachs initiated coverage at buy, citing increased central-bank purchases that should support gold prices. Gold is also higher on Thursday morning. Cirrus Logic (CRUS) slips 2% after be
Premarket movers Apple (AAPL) outperforms the group during the AI selloff (AAPL +0.8%, Microsoft -0.5%, Alphabet -0.8%, Meta Platforms -1%, Tesla -1.4%, Amazon -1.8%, Nvidia -1.6%) Chipmakers and other AI-related firms slide after Anthropic disclosed third-quarter revenue that likely slowed from the previous quarter. Among notable movers: CoreWeave (CRWV) -3%, Dell (DELL) -4%, Micron (MU) -4%, Intel (INTC) -3%, Marvell (MRVL) -4%, AMD (AMD) -3%, Broadcom (AVGO) -2% AngloGold Ashanti (AU) rises 3% after Goldman Sachs initiated coverage at buy, citing increased central-bank purchases that should support gold prices. Gold is also higher on Thursday morning. Cirrus Logic (CRUS) slips 2% after being downgraded to sector weight at KeyBanc, which sees a weak outlook for the Apple supplier. FMC Corp. (FMC) sinks 27% after the agricultural chemicals firm cut its third quarter outlook. Fortrea Holdings (FTRE) gains 3% after Deutsche Bank upgraded the health services firm to buy, citing potential for revenue growth and margin expansion. Kimberly-Clark (KMB) climbs 3% after the household products company reported preliminary net sales for the third quarter that met the average analyst estimate. Penske Automotive Group (PAG) climbs 8% after entering a deal to be taken private for $212 per share in cash by Penske Corp. and Mitsui. Quantinuum (QNT) rises 3% as Morgan Stanley upgrades to overweight, saying the stock offers the most attractive valuation among peers. Rocket Lab (RKLB) falls 11% after adjusting the target launch timing for its Neutron medium-lift rocket, with the vehicle’s inaugural launch now expected to occur in 2027. Walmart (WMT) gains 2.8% after Deutsche Bank upgraded the retailer to buy, citing a favorable setup into 2027. — @zerohedge Oct 15, 2026
Zero HedgeOpen article - rightindependentOct 15, 2026
Asia AI: Welcome to pure panic
Asia AI: Welcome to pure panic zerohedge.com/the-market-ear… — @themarketear Oct 15, 2026
Zero HedgeOpen article 
rightindependentOct 15, 2026There are 20 project-finance data center bonds in the junk bond market for $45.6 billion backing just over 4GW of capacity across eight tenants, with CoreWeave the tenant on seven of them and many already yielding in the low-to-mid teens
There are 20 project-finance data center bonds in the junk bond market for $45.6 billion backing just over 4GW of capacity across eight tenants, with CoreWeave the tenant on seven of them and many already yielding in the low-to-mid teenszerohedge (@zerohedge)"Over 80% Of Neoclouds Will Fold": Gartner Predicts A Bloodbath As CoreWeave Credit Prices In Default zerohedge.com/markets/over-8… — https://x.com/zerohedge/status/2110576175101755657 — @zerohedge Oct 15, 2026
Zero HedgeOpen article- rightindependentOct 15, 2026
"Over 80% Of Neoclouds Will Fold": Gartner Predicts A Bloodbath As CoreWeave Credit Prices In Default
"Over 80% Of Neoclouds Will Fold": Gartner Predicts A Bloodbath As CoreWeave Credit Prices In Default zerohedge.com/markets/over-8… — @zerohedge Oct 15, 2026
Zero HedgeOpen article - rightsocialOct 15, 2026
The more people scream "bubble!," the less likely there is one.
The more people scream "bubble!," the less likely there is one. — Anthony Pompliano 🌪 (@APompliano) Oct 15, 2026
Anthony PomplianoOpen article 
rightindependentOct 15, 2026" In an early iteration of the S-1 filing circulated to a small group of investors last month, almost a third of the document was devoted to “risk factors”, including the possibility of AI models show unpredictable and malicious behaviours."
" In an early iteration of the S-1 filing circulated to a small group of investors last month, almost a third of the document was devoted to “risk factors”, including the possibility of AI models show unpredictable and malicious behaviours." - FT — @zerohedge Oct 15, 2026
Zero HedgeOpen article- centermainstreamOct 15, 2026
Global tech sell-off deepens as Asian markets tumble
AI-related stocks in South Korea and Japan suffer after Wall Street falls on hot US inflation
Financial TimesOpen article - rightindependentOct 15, 2026
*JAPAN'S NIKKEI 225 FALLS 4% AS CHIP-RELATED SHARES SLUMP
*JAPAN'S NIKKEI 225 FALLS 4% AS CHIP-RELATED SHARES SLUMP — @zerohedge Oct 15, 2026
Zero HedgeOpen article 
rightindependentOct 15, 2026Remarkable admission from CoreWeave co-founder that life insurers (i.e., private credit) is this bubble's dumbest money. As noted exactly a year ago, insurers will be this generation's "widows and orphans" after the wipeout
Remarkable admission from CoreWeave co-founder that life insurers (i.e., private credit) is this bubble's dumbest money. As noted exactly a year ago, insurers will be this generation's "widows and orphans" after the wipeoutzerohedge (@zerohedge)Insurers will be this generation's "widows and orphans": private credit represents 35% of total US insurers' investments— https://x.com/zerohedge/status/1983345430755955016 — @zerohedge Oct 15, 2026
Zero HedgeOpen article- rightindependentOct 15, 2026
10y yield plunging as it suddenly appears AI will no longer be "crowding out" duration
10y yield plunging as it suddenly appears AI will no longer be "crowding out" duration — @zerohedge Oct 15, 2026
Zero HedgeOpen article - centermainstreamOct 14, 2026
The AI trade is splintering as inflation fears rattle hyped-up tech stocks
Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout.
MarketWatchOpen article - rightindependentOct 14, 2026
Today was the first "-1% SPX / -2% NDX" move since late July From Goldman's EOD wrap: First -1% SPX / -2% NDX move since late July. Ugly session with sentiment particularly within the AI complex taking a real step function lower on a combination of 1) heavy focus on what the credit markets are saying about the ability to continue to finance the AI trade and 2) acute focus on neoclouds (-12% today which is a top 5 move in past 5 years) / hyperscale bond yields onto a growing list of recent concerns (openAI revenue confusion, China Memory breakthroughs easing bottlenecks, datacenter sentiment into midterms, future power/shell constraints, further issuance etc) ... all on the heels of hotter th
Today was the first "-1% SPX / -2% NDX" move since late July From Goldman's EOD wrap: First -1% SPX / -2% NDX move since late July. Ugly session with sentiment particularly within the AI complex taking a real step function lower on a combination of 1) heavy focus on what the credit markets are saying about the ability to continue to finance the AI trade and 2) acute focus on neoclouds (-12% today which is a top 5 move in past 5 years) / hyperscale bond yields onto a growing list of recent concerns (openAI revenue confusion, China Memory breakthroughs easing bottlenecks, datacenter sentiment into midterms, future power/shell constraints, further issuance etc) ... all on the heels of hotter than anticipated CPI this AM (core 33bps vs cons 20bps, upside surprise from firmer shelter categories). Given the starting point of front-end pricing significantly compressed from the highs it's not surprising to see the market rebuild some near-term hike risk, mkt now pricing hike probability odds: 35% Oct and 87% December. GIR continues to expect that the Fed will deliver a second hike in December, and looks to tomorrow’s PPI report + Warsh’s speech in Bangkok for soundbites. — @zerohedge Oct 14, 2026
Zero HedgeOpen article 
rightindependentOct 14, 2026"A railroad is like a lie – you have to keep building to it to make it stand."
"A railroad is like a lie – you have to keep building to it to make it stand." - Mark Twain, 1867Finance News (@ftfinancenews)CoreWeave targets ‘unlimited’ insurance money to fund AI build-out ft.trib.al/MMrK6AY — https://x.com/ftfinancenews/status/2110227313417703502 — @zerohedge Oct 14, 2026
Zero HedgeOpen article- centermainstreamOct 14, 2026
Asian Stocks to Fall as Hot CPI Sparks US Selloff: Markets Wrap
Asian stocks were set for declines, tracking a tech-led Wall Street selloff after hotter-than-expected US inflation fueled bets on more aggressive Federal Reserve rate hikes.
BloombergOpen article 
rightindependentOct 14, 2026shout out to the 5 folks who get it
shout out to the 5 folks who get itzerohedge (@zerohedge)And scene: CRWV CDS closes +135bps, panic selling and "just get the me the fukk out of this" capitulation Next, CRWV next points up as capital markets access freezes and the Alix Partners of the world start making phone calls.— https://x.com/zerohedge/status/2110477664817709537 — @zerohedge Oct 14, 2026
Zero HedgeOpen article
rightindependentOct 14, 202642% prob of default by 2031
42% prob of default by 2031zerohedge (@zerohedge)speaking of Alix, they're going to be soooo busy: Paramount CDS just took out Lehman highs. How much of this is cross-collateralized with Ellison and ORCL when it hits?— https://x.com/zerohedge/status/2110479216865091761 — @zerohedge Oct 14, 2026
Zero HedgeOpen article- rightindependentOct 14, 2026
speaking of Alix, they're going to be soooo busy: Paramount CDS just took out Lehman highs. How much of this is cross-collateralized with Ellison and ORCL when it hits?
speaking of Alix, they're going to be soooo busy: Paramount CDS just took out Lehman highs. How much of this is cross-collateralized with Ellison and ORCL when it hits?zerohedge (@zerohedge)And scene: CRWV CDS closes +135bps, panic selling and "just get the me the fukk out of this" capitulation Next, CRWV next points up as capital markets access freezes and the Alix Partners of the world start making phone calls.— https://x.com/zerohedge/status/2110477664817709537 — @zerohedge Oct 14, 2026
Zero HedgeOpen article 
rightindependentOct 14, 2026And scene: CRWV CDS closes +135bps, panic selling and "just get the me the fukk out of this" capitulation Next, CRWV next points up as capital markets access freezes and the Alix Partners of the world start making phone calls.
And scene: CRWV CDS closes +135bps, panic selling and "just get the me the fukk out of this" capitulation Next, CRWV next points up as capital markets access freezes and the Alix Partners of the world start making phone calls.zerohedge (@zerohedge)"Its Going To Zero": CoreWeave Implodes As Stocks Finally Notice What Credit Has Been Screaming For Weeks zerohedge.com/markets/its-go… — https://x.com/zerohedge/status/2110406305974198765 — @zerohedge Oct 14, 2026
Zero HedgeOpen article- centermainstreamOct 14, 2026
S&P 500 Ends Longest Streak of Calm Since 2020 as AI Trade Sinks
The US stock market’s longest streak of tranquility since before the Covid-19 pandemic is over.
BloombergOpen article 
rightindependentOct 14, 2026ORCL stock vs CDS
ORCL stock vs CDSzerohedge (@zerohedge)Hawks Circle As Soaring CPI Lifts The Dollar, Hammers Everything Else... AI Credit Cracks Widen zerohedge.com/markets/hawks-… — https://x.com/zerohedge/status/2110460916798021996 — @zerohedge Oct 14, 2026
Zero HedgeOpen article- rightindependentOct 14, 2026
*PHILADELPHIA SEMICONDUCTOR INDEX FALLS 4.3% AT CLOSE
*PHILADELPHIA SEMICONDUCTOR INDEX FALLS 4.3% AT CLOSEzerohedge (@zerohedge)"Its Going To Zero": CoreWeave Implodes As Stocks Finally Notice What Credit Has Been Screaming For Weeks zerohedge.com/markets/its-go… — https://x.com/zerohedge/status/2110406305974198765 — @zerohedge Oct 14, 2026
Zero HedgeOpen article - centermainstreamOct 14, 2026
Traders pile into 'bubble puts' on CoreWeave as neocloud stocks plunge
As a key corner of the artificial intelligence trade takes a beating on Wednesday, traders are betting it could get even worse.
CNBCOpen article - rightindependentOct 14, 2026
Korea first. Semis next. Nasdaq is feeling the heat.
Korea first. Semis next. Nasdaq is feeling the heat. zerohedge.com/the-market-ear… — @themarketear Oct 14, 2026
Zero HedgeOpen article
