CoreWeave Bond Yield Touches 15%, Closes at Record 14.5%
A chart shared by investor Chamath Palihapitiya showed CoreWeave’s $1.25 billion of bonds due in 2032 touching a 15% yield before closing at a new high of 14.5%. Elon Musk replied, “Yikes.”
Billionaire Elon Musk responded with a single word—”Yikes”—to a chart showing CoreWeave Inc. ‘s (NASDAQ: CRWV ) bond yield spiking to 15%, which venture capitalist Chamath Palihapitiya shared to warn about a potential “private credit bubble” forming around the artificial intelligence industry. 5%. 25 billion of the company’s bonds due in 2032.
Musk replied directly to the thread, simply stating “Yikes” in response to the surging yield data. ” According to his analysis, capital spending by major technology companies— Alphabet Inc. com Inc. (NASDAQ: AMZN ), Meta Platforms Inc.
(NASDAQ: META ), Microsoft Corp. (NASDAQ: MSFT ), Oracle Corp. (NYSE: ORCL ), and Space Exploration Technologies Corp. 3 trillion by 2027.
Palihapitiya noted that debt, leases, and other financing methods are filling the massive funding gap. S. 4 trillion in 2025. 05 trillion, or 44%, of the total 2025 direct loan market.
Within that sector, outstanding loans to software (SaaS) firms exceed $500 billion, representing 19% of direct loans, while loans directed specifically to AI, big-data, and cloud companies top $200 billion, or nearly 8% of the total. Risks for Lenders and Borrowers In his deep dive, Palihapitiya pointed out that lenders appear to be charging very little extra for AI-related risks. 1 percentage points for other private credit loans.
The investor cautioned that this minimal difference in loan pricing suggests lenders may be underestimating the dual risks of AI: the technology could take too long to generate revenue for its builders, or it could rapidly disrupt the legacy software companies that currently dominate private credit portfolios. How Has CRWV Performed in 2026? 62% lower in overnight trading. 56% over the last month.
81 on Tuesday. Edge Stock Rankings indicate that CRWV maintains a strong price trend in the short, medium, and long terms, with a moderate value score. Read Also: Mark Zuckerberg Defends Meta's AI CapEx, Ready to 'Write This Check' for up to '$200 Billion' to Dominate 'Decades to Come' Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published editors. Photo courtesy: Shutterstock