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CoreWeave shares drop 16%, bond yields spike to 15% as AI credit bubble concerns mount
ParkietSRC LO·US·about 15 hours ago
Bonds issued by AI infrastructure and neocloud firms have fallen to stressed levels as investors reassess the sector's ability to service debt. The move signals a repricing of AI-related credit risk, with potential spillovers to equity and funding markets. The 'Darwin moment' suggests a shakeout among weaker borrowers.