Jim Cramer warns investors not to get fooled by the latest AI stock rally

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• The All-In Hosts Asked If the AI Trade Is Cracking. Here’s What Income Investors Should Do

  The All-In hosts asked whether the AI trade is breaking as CoreWeave’s stock sold off, with its bonds marked down to 80%. CoreWeave borrows heavily to expand its GPU capacity: second-quarter revenue rose 112.3% to $2.575 billion, but free cash flow was -$5.74 billion and interest expense climbed to $640 million from $267 million a year earlier. Its 2032 bonds yielded 15% versus 5.09% for the 10-year Treasury, while the bulls argue demand remains massive and operating cash flow turned positive at $679 million. The article also points to Procter & Gamble and ADP as income-investor examples, both with yields below the 5.09% Treasury.

  Yahoo Finance·21/10, 13:15• META• NVDACoreWeavebondsartificial intelligence
• The Bond Market Is Sending a Warning to Nvidia Shareholders

  CoreWeave's stock dropped after a chart shared by Chamath Palihapitiya showed its bonds due 2032 yielding 15%, and Reuters reported its April notes due 2031 topped 16%. Rising yields signal growing market concern about default risk and whether neoclouds can earn returns above their cost of capital. That is a problem for Nvidia, which invested $2 billion each in CoreWeave and Nebius and agreed to buy CoreWeave's unused capacity through 2032. CoreWeave says its $104 billion contracted backlog covers its debt, while Nvidia's plan to finance up to $500 billion in AI build-outs faces bank objections over GPU residual values. The article notes Nvidia trades at about 23 times forward earnings, a level that may already reflect this financial pressure.

  Yahoo Finance·18/10, 22:30▼ NVDANVDAbondsCoreWeave
• Explainer : Why CoreWeave troubles are rattling the AI boom

  CoreWeave, which rents Nvidia-chip computing power to AI developers including Microsoft and OpenAI, has about $50 billion in debt and has never turned a profit, prompting fresh worries about whether AI demand can justify its borrowing. Its shares and bonds have tumbled, with 2031 bonds yielding about 16% and default insurance costs climbing to about 1,000 basis points. CEO Mike Intrator said in an internal memo that its $104.2 billion revenue backlog more than covers its debt obligations, while Nvidia CEO Jensen Huang downplayed the concerns and Nvidia agreed to buy unsold capacity through April 2032. The core risk, the article says, is that higher financing costs could make the model hard to sustain if demand weakened sharply, rather than that AI demand will collapse. Gartner estimates about 80% of neoclouds could shut down by 2030, and the cost of default protection has risen for SoftBank, while spreads for Amazon, Alphabet, Meta and Nvidia have hit records but risen more slowly than CoreWeave's.

  thehindubusinessline.com·16/10, 04:30▼ NVDACoreWeaveNVDAartificial intelligence
• 2 reasons CoreWeave stock is getting pummeled

  CoreWeave (CRWV) shares fell again after a 15% drop on Wednesday, amid two concerns. Investors are dumping its corporate bonds across maturities on fears of an AI slowdown and the strain on its debt-heavy balance sheet, and rising yields on those bonds prompted Elon Musk to post “Yikes” on X. A Gardner report forecasts that by 2030, cost pressure and a lack of differentiated business models will force over 80% of neocloud providers to stop operating independently. CoreWeave said it is confident in its funding. Nvidia, which invested $2 billion in CoreWeave stock and holds about 47.2 million shares (roughly 10%), has not yet been heard from on the company, and the commentator urges Jensen to say whether he remains confident in its business.

  Yahoo Finance·15/10, 14:09▼ NVDACoreWeaveNVDAbonds
• Tom Lee Says AI Selloff Is Nearing Its End, Points To Setup Similar To Cisco's 1997 Rout — Sees Opportunity In NVDA, Software And Beyond

  Fundstrat's Tom Lee says the AI stock selloff is nearing its end and presents an opportunity rather than the start of a deeper decline, after the Nasdaq Composite fell 2.6% on Thursday. He notes Treasury yields have moved back below 5% and the Fed could be turning potentially dovish, while arguing that tighter debt markets are restraining excessive speculation. He compares the situation with Cisco's 1997 drop and views AI infrastructure, memory stocks, Nvidia, the Magnificent Seven and software favorably, estimating $30 trillion in AI infrastructure spending over the next 25 years. After hours, SPY gained 0.15%, QQQ rose 0.07% and DIA climbed 0.13%.

  Yahoo Finance·24/10, 10:17▲ NVDA▲ QQQartificial intelligenceFedNVDA
• If the AI Bubble Bursts, These Stocks Will Be Winners

  AI-linked stocks fell again: CoreWeave dropped to its lowest level since shortly after its IPO as its bond yields reached as high as 15%, the Nasdaq Composite fell 2.6% on Thursday, and Meta tumbled 7% despite strong earnings after posting its first quarter of negative free cash flow in its history amid surging AI infrastructure spending. The 10-year yield fell 3.8% to 4.95%, its first time below 5% in a month, and is down 7% over two weeks, which may reflect a shift from stocks into bonds. Homebuilder stocks rose, with the State Street SPDR S&P Homebuilders ETF (XHB) up 3.8%, and Pool Corporation, RH, and Lennar gaining 14.4%, 9.5%, and 9%. Investors now see a 93% chance the Fed holds rates at 375-400 basis points, after weak September jobs growth and cooler-than-expected August PCE inflation. The author sees this as another sign that investors are looking for the next set of winners after AI.

  Yahoo Finance·23/10, 05:50▼ NVDANVDAartificial intelligencebonds

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• 17,000 troops massed at hotspot, over 100 UAVs target Voronezh: Zelensky makes special offer to Putin

  According to Russian media citing TST, Ukraine has massed about 17,000 troops in an area only 25 km wide where Dnipropetrovsk, Zaporizhzhia and Donetsk meet, including airborne and marine brigades and the 3rd Regiment of the Special Operations Forces. Colonel Vladimir Antonyuk said the objectives later shifted to military-tactical targets, namely the transport junctions at Velikaya Novosyolka and Bogatyr, where Russian defenses had been reinforced beforehand. In the night of 25 to 26 October, Voronezh region was hit by over 100 UAVs; Governor Alexander Gusev said more than 70 were shot down around Voronezh city, and two people were killed and 17 injured, including a child. A Russian military expert said Kharkiv region could be a launch area and recalled Putin's order to the military to set up a buffer zone along the border. President Zelensky said Ukraine is ready to discuss a territorial exchange, but on one condition.

  CafeF·28/10, 00:39▲ PAXG/USDT▲ XAUT/USDT▲ XAU/USDUkraineRussiageopolitics
• RBC Says SpaceX Stock Has 50% Upside. S&P Global Just Warned About Its Hidden AI Debt. Here's Who I Think Is Right.

  RBC reiterated its outperform rating and $225-per-share price target after SpaceX's Oct. 20 earnings, which showed $14.6 billion in revenue (up 161%) and $4.4 billion in earnings, versus a $1.1 billion loss in the year-earlier quarter. Starlink contributed $5.25 billion in revenue and $2.4 billion in operating income, and management guided first-quarter 2027 revenue to $33-37 billion, above the $22 billion Wall Street estimate. S&P Global, in contrast, warned that six top hyperscalers, including SpaceX, plan to spend $7 trillion on AI through 2029, including guarantees that do not appear as debt on balance sheets. SpaceX's AI capex was $19.6 billion last quarter and is estimated at $35-40 billion this quarter, while the company is finalizing a $40 billion off-balance-sheet debt structure. The article concludes that the outcome of this AI bet remains uncertain.

  Yahoo Finance·28/10, 00:30• NVDASpaceXAI investmentearnings
• Savings rates fall to near 0% at one bank

  Ngan hang TMCP Sai Gon (SCB) cut its online savings rates for new individual customers to 0.1-0.7% per year from October 26, 2026, well below the system's general level. Deposits of 31, 39 and 45 days and 1 to 5 months earn 0.1% per year, 6 to 11 months 0.5%, 12, 13, 15 and 18 months 0.6%, and 24 and 36 months 0.7%, the highest in the table. For 100 million VND deposited for 12 months at 0.6% per year, interest at maturity is 600,000 VND; for 24 months at 0.7%, estimated interest is 1.4 million VND, assuming the rate holds and no early withdrawal. The move follows an October 21 directive from the State Bank of Vietnam requiring banks to cut average deposit rates by at least 0.5 percentage points per year for new deposits of six months or longer in late 2026. SCB has been under special control since 2022 and has shrunk from nearly 240 transaction points to about 8 across 6 localities.

  CafeF·28/10, 00:25interest ratessavings accountsState Bank of Vietnam
• The value of audit is measured by positive changes in national governance

  National Assembly Chairman Tran Thanh Man received heads of delegations from 16 Supreme Audit Institutions (SAIs) attending an international seminar hosted by the State Audit of Vietnam on October 27, which drew about 250 delegates and 13 papers on institutions, vision and innovation. Insights from the seminar will inform the State Audit's development strategy to 2035, its vision to 2045 and proposed amendments to the State Audit Law. On behalf of the international delegations, K. Sanjay Murthy, Comptroller and Auditor General of India and ASOSAI chair, said audit value lies in recommendations that help agencies fix shortcomings, and that SAIs must adopt AI and data analysis to shift toward early risk warnings. Chairman Tran Thanh Man stressed that independence must go with accountability and that audit value is measured by positive changes in governance.

  CafeF·28/10, 00:15
• Indian investors rush to Nvidia, SpaceX, Apple as local trading apps roll out access to U.S. stocks

  Major Indian platforms Groww, Zerodha and Angel One are opening U.S. stock trading to retail investors, previously available mainly to wealthier Indians through global banks. Groww, which accounts for more than 29% of the country's 46 million active investors, offers access to more than 10,000 U.S. stocks, ETFs and fractional shares, with NVIDIA, SpaceX and Apple among the most popular among early users. Demand is driven by Indian underperformance: the Nifty 50 has fallen nearly 13% since the start of the year while the S&P 500 has gained over 12%, and foreign investors have pulled a record $32.5 billion from Indian equities this year. Resident Indians sent over $321 million abroad for equity and debt investment in August, up 111% from a year earlier. Kotak Mahindra's Nitin Jain cautioned that regulators could have second thoughts about retail access to U.S. markets as participation grows.

  CNBC·28/10, 00:14▲ NVDA▲ AAPLIndiaNVDASpaceX
• Gold bar and gold ring prices on the morning of October 28 at SJC, Bảo Tín Mạnh Hải, DOJI and PNJ

  On the morning of October 28, SJC, Bảo Tín Mạnh Hải, DOJI and PNJ all quoted gold bars at 139 million VND per tael to buy and 142 million VND to sell, unchanged from the previous close, while gold rings were quoted between 135 and 141.3 million VND per tael. World gold rebounded on October 27 (U.S. time) as crude oil fell, reaching around 4,058.20 USD per ounce, up 42 USD (1.05%). Gains were capped by a stronger U.S. dollar and the 10-year U.S. Treasury yield near 4.99%. Investors are focused on the Fed's rate decision expected on October 28 (U.S. time), with markets leaning toward the Fed holding rates steady.

  CafeF·28/10, 00:05• PNJ• XAU/USDgoldFedUS dollar