The Motley Fool
16 Oct 2026, 03:46 UTC · 1h ago
Lenders Are Getting Nervous About CoreWeave. I'd Still Buy Nvidia Stock.
Impact · against what's priced in
CoreWeave's rising bond yields and plummeting stock price exacerbate existing solvency concerns, while Nvidia faces a material unrealized loss on its equity stake. However, the equity write-down is relatively small compared to Nvidia's overall scale, and the underlying revenue growth for both remains intact.
- CRWV−0.60
Challenges what's priced in
- The price assumes
A path to positive free cash flow that covers rising interest expenses
The jump in 2032 unsecured note yields to 14.5% indicates that lenders are losing confidence in CoreWeave's ability to service its $35.6 billion debt, reinforcing the market's refusal to believe the company can cover interest costs from operations.
What CRWV's price assumes · Sep 4
