CoreWeave keeps taking on more debt while paying increasingly high rates on the debt it already has. If that financing pipeline ever closes, the AI backlog won’t save the company by itself.
This company seems like it’s in a death spiral.
The CEO is dumping huge amounts of stock and their largest debt holder is dumping huge piles of their debt
I worry a lot about these tier 2 AI companies. They won’t get the bailouts.
OPEN AI and the big boys will.
— QE Infinity (@StealthQE4) September 4, 2026
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