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CoreWeave Is Imploding — And Taking AI Stocks Down With It

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About CoreWeave Is Imploding — And Taking AI Stocks Down With It

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Ed Elson is joined by Paul Kedrosky to break down CoreWeave’s debt crisis and whether it signals a broader problem for the industry. Then, Mark Zandi returns to unpack the latest inflation reading from the Consumer Price Index and what recent consumer spending data reveals about the state of the economy. Finally, Ed shares his take on a report that CFTC investigators were ordered to halt their analysis of potential insider trading involving the President. Paul Kedrosky is a Managing Partner at SK Ventures. Mark Zandi is the Chief Economist at Moody’s Analytics. Timestamps 00:00 - Intro 00:25 - Market Vitals 01:39 - CoreWeave's Emergency (ft. Paul Kedrosky) 16:05 - Ad Break 18:41 - September Inflation (ft. Mark Zandi) 29:31 - Ad Break 31:02 - CFTC 33:56 - Credits — Vote for Prof G Markets at the Signal Awards https://vote.signalaward.com/PublicVoting?utm_campaign=signa5_entrant_finalistnotification_092926&utm_medium=email&utm_source=cio#/2026/shows/genre/daily-podcast Subscribe to the Prof G Markets Youtube Channel https://www.youtube.com/@ProfGMarkets Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-newsletter Order "Notes On Being A Man" now! https://amzn.to/4nl4VKo Subscribe to No Mercy / No Malice: https://links.profgmedia.com/nmnm-yt-sub-desc Follow Markets on Instagram: https://www.instagram.com/profgmarkets/ Follow Scott on Instagram: https://instagram.com/profgalloway Follow Ed on Instagram, X and Substack: https://instagram.com/ed_elson_/ https://twitter.com/edels0n https://substack.com/@edwardelson Note: We may earn revenue from some of the links we provide.

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