CoreWeave’s bond-yield spike, stock selloff and credit-risk debate

A post describes David Sacks as pushing back against the idea that CoreWeave’s bond-yield spike and stock selloff signal a fundamental collapse in demand. It says he attributes the moves to volatile bets on multitrillion-dollar AI outcomes and exponential growth. The post also points to the creditworthiness of CoreWeave’s long-term contract customers as key to assessing its credit risk.