News · Yahoo Finance

CoreWeave's 15% Bond Yield Is a Warning for AI Debt. Here Are the Stocks Most Exposed.

CoreWeave, an AI infrastructure “neocloud” provider, has grown rapidly: revenue rose from $16 million in 2022 to $5.13 billion in 2025, while its net loss widened to $1.17 billion. To fund expansion, the company has issued more shares and taken on more debt, ending the second quarter of 2026 with $72 billion in total liabilities. The average yield to maturity on its senior unsecured bonds is 14.1% to 15.6%, and interest payments consume roughly a quarter of its revenue, so debt pressure could grow if the Federal Reserve keeps raising rates. Most of its senior notes trade at about $0.80 on the dollar. Compared with Nebius and IREN, CoreWeave is considerably more leveraged.

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MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.1T
Close on 11/02/2026202.06
Change that session-1.26%
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