CoreWeave is facing a crisis of confidence on Wall Street that's playing out in real time among equity and bond investors. With interest rates spiking and AI buildout concerns mounting, debt-heavy neoclouds like CoreWeave are being viewed by many market participants as the most vulnerable trade in the artificial intelligence space. "Sentiment is decidedly negative," Andrew Keches, a credit analyst at Barclays, wrote in a note to clients on Tuesday, referring broadly to corporate debt in tech. Keches highlighted the "speed at which AI vibes are shifting on a day-to-day basis.
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