coreweave,

Dec 31, Coreweave is on fumes for cash, and announces new loan terms that allow “unlimited equity cures” for “any failure to satisify debt service”…. Jan 26, Nvidia invests $2b at $87/share.

Our entire market and economy is a house of card of debts — ZeroSumTruths (@ZeroSumTruths) January 26, 2026 Meanwhile: TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. …

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Oracle and CoreWeave CDS up 30% in a month, credit markets now betting against the AI boom. Imagine if Oracle went poof ala Enron style?

CDS MARKET FLASHING WARNING SIGNS: CDS spreads continue to surge for AI companies. Oracle, CoreWeave 10Y CDS spreads are up over 30% in the past month alone, with other major players also up double digits. We are seeing a ton of heavy, upfront “capex” spending by these companies. Not only that, but these hyperscalers are …

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CoreWeave CEO responds to data center delays as stock plunges. Core Scientific shares fall

CoreWeave shares closed down 16% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report. “Quite frankly, every single part of this quarter went exactly as we planned, except for one delay at a singular data center,” Intrator told CNBC’s “Squawk on …

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CoreWeave $CRWV rushes to IPO after failing to meet debt covenants. Microsoft’s $12B rejection signals a massive warning for overvalued CoreWeave

https://t.co/bcJr84FDqI — Kashyap Sriram (@kashyap286) March 27, 2025 It’s almost laughable how easy it is to see through CoreWeave’s charade. Emanuel hit the nail on the head when he called it an “egregiously overvalued pig in a poke.” And he’s right. Just look at the facts. Microsoft, the company responsible for a large chunk of …

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CoreWeave slashes IPO, raises $1.5B at $40 per share. Nvidia props up CoreWeave IPO with $250M anchor order.

CoreWeave Inc.'s initial public offering raised $1.5 billion in a downsized deal, selling 37.5 million shares at $40 apiece. $CRWV The company's valuation would be about $23 billion on a fully diluted basis, down from an initial plan to raise about $4 billion and target a… — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) March …

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