CoreWeave Faces Credit Risk as Default Swap Spreads Reach 1,240 Bps
The AI infrastructure trade is hitting a wall, and CoreWeave is sitting at the epicenter of a widening credit crisis. The market’s skepticism is no longer just about valuation; it is about the fundamental ability of capital-intensive neoclouds to bridge the gap between massive infrastructure spending and actual cash flow. The Bottom Line: CoreWeave’s credit … Read more