CoreWeave (CRWV) stock fell 41% in less than three weeks as investors grew skeptical of AI infrastructure build-out costs, after its bond yields reached as high as 15% and some anticipated bankruptcy. The article argues the sell-off could be an attractive buying opportunity and gives three reasons the stock could reach $100 by year-end. First, AI compute demand still outstrips supply, with Amazon saying its cloud capacity is nearly sold out through 2027. Second, Nvidia is a major investor, taking a $2 billion stake in January and agreeing to buy up to $6.3 billion in unused capacity through 2032. Third, interest rates have eased from their peak, and third-quarter earnings expected on Nov. 11 could show revenue up 159.4% to $3.54 billion.
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CoreWeave (CRWV) stock is falling again after a 15% drop on Wednesday, as its corporate bonds across maturities are sold on fears of an AI slowdown and the strain of its heavy debt. Bond yields rose, and Elon Musk replied “yikes” to a post by Chamath Palpatia that included a chart suggesting CoreWeave's bond yield touched 15%. A Gardner report forecasts that by 2030, over 80% of neocloud providers will cease independent operations; CoreWeave said it is confident in its funding, while BNY CEO Robin Vince said demand for AI remains strong but not every neocloud will do well. Nvidia invested $2 billion in CoreWeave's stock under an expansion announced in January, holds about 47.2 million shares (around 10%), and is a major customer buying GPUs, while CoreWeave committed to building more than 5 gigawatts of AI factories by 2030. The host says Jensen needs to speak publicly about the company.
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