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CoreWeave Plunges 12%; Will Credit Warnings Spread Further?
CoreWeave fell 11.91% Friday as bond markets questioned whether its debt-heavy datacenter expansion can generate sustainable cash flow. Bulls cite strong GPU demand and contracted revenue; bears point to higher financing costs and roughly $3.3 billion in founder sales since the IPO. Earnings will test customer AI budgets and credit risk. Should investors track CoreWeave orders and Nvidia demand, or favor cash-generating cloud platforms?
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