# CoreWeave Debt Selloff: Markets Price AI Debt Before Valuations

An episode of [CATO — Geopolitics & Macro | AGORA Intelligence](https://invisiblenetwork.ai/podcast/6806183644), 24 Oct 2026, 6:13.

Audio: https://audio.agora-intelligence.com/en/ai-capex-debt-repricing-coreweave-oil.mp3

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.

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.