Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
CoreWeave Debt Selloff: Markets Price AI Debt Before Valuations
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Episode CoreWeave Debt Selloff: Markets Price AI Debt Before Valuations
On October 22, 2026, CoreWeave fell 10.1%, 2.3 times as far as Nvidia, while the 10-year Treasury yield dropped to 4.97%. The risk-free rate fell while the most leveraged AI stocks fell hardest, and Meta announced a new share class to fund AI capex. The prediction: by June 2027, another big tech group will follow with an equity or hybrid instrument.
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