CoreWeave slides again as bondholders dump debt after a 15% rout

As seen on the 24/7 Wall St. homepage on October 15, 2026.

Bondholders selling CoreWeave debt across maturities is the signal that matters here, and the equity is sliding again after Wednesday's 15% drop.

"Yikes." That's all Elon Musk had to say in response to a Chamath Palihapitiya post about $CRWV. That's never good, @BrianSozzi explains. The stock is getting hit again today after a 15% rout Wednesday, as investors dump the company’s corporate bonds across maturities on https://t.co/KcBikxre9M

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When Elon Musk responds to a post about your stock with a single word, "Yikes," the market tends to listen. CoreWeave's equity is sliding again Thursday, extending Wednesday's 15% drop, as that one-word reaction from one of the most-followed voices in tech adds sentiment pressure on top of an already bruised share price.

Investors are selling CoreWeave's corporate bonds across maturities, a sign that institutional money is reassessing the company's credit profile at multiple points on the yield curve.

Bond selling across maturities is significant because it typically reflects a wider recalibration of risk, and equity investors tend to follow that lead rather than lead it.

Brian Sozzi at Yahoo Finance noted that Musk's one-word reply is "never good," and the combination of a high-profile dismissal and coordinated bond selling gives investors two separate reasons to stay cautious on the name in the near term.

Sources

Mentioned: CRWV

Related Market Updates

Yahoo Finance @yahoofinance

9:54am ET

Nvidia's stake in CoreWeave is now a question analysts expect Jensen Huang to answer on the record, and the answer sets the tone for how much of the data center buildout is circular financing.

Should Jensen Huang should address Nvidia’s exposure to $CRWV? Tal Liani weighs in, saying Huang will eventually offer “comforting comments” defending demand, just like everyone else with a stake in the data center buildout. “It’s just a question of time," Liani says. https://t.co/CX6fTyMZjP

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Biggest movers · At the close Oct 14, 4:10pm ET

Gainers

BMYBristol Myers Squibb$59.29+4.6%
UNHUnitedHealth Group$393.7+4.2%
DOCUDocuSign$75.22+4.0%
AZNAstraZeneca$162.05+4.0%
MRNAModerna$224.51+3.8%

Losers

CRWVCoreWeave$65.81-15.4%
DOCNDigitalOcean$109.43-14.7%
CIFRCipher Digital$9.94-12.4%
IRENIren$30.52-12.3%
DELLDell Technologies$505.56-11.7%

Every one of today's five worst performers in a 383-name universe lost double digits, led by CoreWeave's 15.42% drop. The best gain on the other side was capped at 4.62%, so the downside is moving far faster than the upside.

Biggest movers · On the open Oct 14, 9:50am ET

Gainers

GTLBGitLab$53.87+3.7%
BLKBlackRock$1,097.71+3.0%
UNHUnitedHealth Group$388.44+2.8%
BRKRBruker$57.69+2.7%
AZNAstraZeneca$159.81+2.6%

Losers

CRWVCoreWeave$68.47-12.0%
PGRProgressive$204.89-8.1%
BACBank of America$50-7.3%
IRENIren$32.27-7.3%
NVTSNavitas Semiconductor$9.7-7.2%

CoreWeave is down 12% at the open, the worst move across the priority universe and a level worth checking before the session settles. Bank of America, sitting exactly at $50, is the blue chip to keep an eye on next.

Insider sale Jonathan Jones

Oct 13, 8:00pm ET

Sold CoreWeave, Inc. $1.3M15,811 shares @ $80.365

Jonathan Jones cleared roughly $2.9 million of CoreWeave Class A stock across four sales in the high $70s to $80 range, right as the AI cloud trade wobbles on questions about OpenAI's revenue base. The sales came out of a fresh 42,772-share RSU vest, a vest-and-sell pattern, and the stock funding it sits far below its highs.

Insider sale Michael N Intrator

Oct 1, 8:00pm ET

Sold CoreWeave, Inc. $6.9M78,552 shares @ $87.69

CoreWeave's CEO shed 78,552 shares against 140,358 newly vested shares, the standard tax-withholding pattern. His direct stake still sits above half a million shares, so this reads as mechanical for AI cloud demand.

Insider sale Brannin McBee

Oct 1, 8:00pm ET

Sold CoreWeave, Inc. $5M56,531 shares @ $87.69

CoreWeave co-founder Brannin McBee just turned fresh RSU vesting into a roughly $5 million cash-out, trimming about 14% of his direct stake. The sale follows a vesting event, and he still holds 392,279 shares.

Insider sale Brian M Venturo

Oct 1, 8:00pm ET

Sold CoreWeave, Inc. $5.8M65,616 shares @ $87.69

The sale landed the same day 126,771 shares vested, pointing to tax-and-vest mechanics, and Venturo still holds more than 300,000 Class A shares. Still, it adds to a founder selling pattern worth tracking at CoreWeave as the AI cloud buildout keeps burning cash.

Biggest movers · On the open Sep 30, 9:50am ET

Gainers

HPEHewlett Packard Enterprise$65.35+6.3%
NVTSNavitas Semiconductor$12.38+5.5%
NBISNebius Group$249.23+5.0%
CRWVCoreWeave$89.42+4.1%
IONQIonQ$45.68+4.0%

Losers

MRNAModerna$188.54-7.3%
CEGConstellation Energy$254.23-3.9%
NOCNorthrop Grumman$485-3.9%
APPAppLovin$296.5-3.0%
METAMeta$722.98-2.1%

Moderna is the session's widest move at the open, off 7.34% to $188.54, while Hewlett Packard Enterprise leads the upside at +6.27%. The gainer list skews toward AI infrastructure names; the losers span biotech, power and defense.

Reddit Pulse r/wallstreetbets

Sep 28, 7:55pm ET

Anthropic Files for IPO

u/OPINION_IS_UNPOPULAR 740 upvotes 485 comments

2 trillion valuation with 4b of revenue?

u/exhibit304 1.3K

Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.

Biggest movers · At the close Sep 17, 4:10pm ET

Gainers

TEMTempus AI$80.08+14.5%
SMRNuScale Power$9.15+10.2%
IONQIonQ$40.31+9.4%
SMCISuper Micro Computer$40.28+9.3%
ALABAstera Labs$293.29+9.0%

Losers

DKNGDraftKings$22.54-7.4%
FUBOfuboTV$9.93-6.4%
CRWVCoreWeave$80.15-3.9%
SPOTSpotify$529.96-3.2%
AXONAxon Enterprise$453.59-3.2%

Tempus AI closed 14.46% higher, the biggest move in a 111-name priority list where four other gainers ran 9% or better. The downside was far tamer: DraftKings led decliners at 7.38%, and nothing else lost more than 6.4%.

Biggest movers · At the close Sep 10, 4:10pm ET

Gainers

CLOVClover Health$4.75+9.4%
APPSDigital Turbine$11.78+6.5%
FUBOfuboTV$11.39+6.3%
DUOLDuolingo$145.15+4.2%
SNAPSnap$5.51+3.7%

Losers

OPENOpendoor Technologies$2.81-6.4%
HPEHewlett Packard Enterprise$55.22-6.3%
CRWVCoreWeave$89.38-5.9%
INTCIntel$100.64-5.3%
SMRNuScale Power$10.25-5.2%

Clover Health closed up 9.45%, the single biggest move in the 111-name priority list today. Keep an eye on the stock.