CoreWeave shares drop 16%, bond yields spike to 15% as AI credit bubble concerns mount

CoreWeave, a cloud infrastructure provider for AI, saw its shares fall 16% and its 2031-2032 bond yields rise to nearly 15%, signaling growing investor stress in AI-related credit. This marks a notable repricing of risk in the AI sector, which has been a key driver of market optimism. The move suggests credit markets are beginning to question the sustainability of AI infrastructure debt, potentially impacting broader tech valuations.