📉 CoreWeave (CRWV) Plunges 12% — Is the AI Boom Facing a Reality Check? CoreWeave just took another major hit, falling approximately 12% as investors grow increasingly concerned about the financial risks behind the AI infrastructure boom. But here's what I find interesting: the market isn't just questioning AI demand anymore. It's questioning the cost of financing that demand. Three things investors should pay attention to: 🔹 1. Debt is becoming a major concern. CoreWeave's aggressive data-centre expansion requires enormous capital. Its bond yields have surged towards 15%, signalling that lenders are demanding significantly higher returns to compensate for risk. 🔹 2. AI demand doesn't automatically mean profitability. Even if demand for computing power continues to grow, companies must gen

Geopolitical conflict dramatically increases safe-haven demand, which supports higher gold prices. Prices can push toward or past previous peaks if tensions continue, especially if markets price in persistent global risk.