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Did CoreWeave Just Pop The AI Stock Bubble?

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About Did CoreWeave Just Pop The AI Stock Bubble?

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The AI stock market is facing a selloff as CoreWeave’s debt yields hit 15%. We analyze if this signals a broader contagion. CoreWeave’s 2032 notes have surged to a 15% yield, dragging down key players like IREN, Cipher, and Applied Digital. We examine the specific debt stress impacting these names and whether the volatility in data center stocks points to a structural downturn or a temporary correction. Private credit risk has become a central concern for investors tracking AI infrastructure build-outs. This episode breaks down why capital market conditions are tightening for these firms, what the drop in AI debt issuance means for future projects, and why this situation is not yet a systemic credit crisis. Compute's daily live show | 1P EST every weekday Blockspace covers AI infrastructure including names like CoreWeave, IREN, Nebius and former bitcoin miners moving into AI cloud, data center power constraints, and what public investors should watch next. Check out our daily show wherever you watch podcasts! Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 Soluna (Nasdaq: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉 dimetrics.ai Enterprise compute intelligence 👉 https://luxor.tech/ Blockspace's preferred mining pool. Start hashing today with Luxor! 👉 https://www.lygos.finance/ Borrow against your Bitcoin, without compromising on custody. Subscribe for daily coverage of the compute economy, and let us know in the comments if you think the current selloff is overdone.

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