CoreWeave shares slide as bond yield nears 15%, then rebound
The gist
AI cloud provider CoreWeave's stock fell nearly 20% between Oct. 8 and Oct.
The selloff puts the debt behind AI data-center buildouts under investor scrutiny.
How it unfolded
- Oct 13, 2026CoreWeave shares had fallen 25.5% over six months, against a 28.6% gain for the Zacks Internet-Software Market index and 13.3% for the S&P 500; rival Nebius gained 39.3% and Microsoft 43.1%.
- Oct 14, 2026CoreWeave traded at $70.37, down 10% in morning trading, as its bond yields spiked; Nebius fell 6% and Oracle 2%.
- Oct 14, 2026The stock fell 15% on Wednesday, a day after a chart of its rising borrowing costs gained traction on X; a bond yield near 15% means investors want a steep return to lend CoreWeave money. Shares were down nearly 20% between Oct. 8 and Oct. 14.