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Share price fell 36% in the past month and CDS spreads surged; AI cloud service provider CoreWeave (CRWV.US) faces a confidence crisis.

Share price fell 36% in the past month and CDS spreads surged; AI cloud service provider CoreWeave (CRWV.US) faces a confidence crisis.

智通财经智通财经2026/10/23 01:21
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According to Zhitong Finance APP, CoreWeave (CRWV.US) is facing a confidence crisis, with both its stocks and bonds experiencing sell-offs. As interest rates soar and concerns about AI infrastructure construction intensify, debt-heavy new cloud service providers like CoreWeave are regarded by many market participants as the most vulnerable trades in the AI sector.
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