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9fin's Max Frumes said CoreWeave may be a warning sign for broader stress in debt financing the AI boom, predicting tighter and more expensive credit. CoreWeave's 2031 bond yield rose above 16% last week, while its stock fell more than 11% Friday and about 25% for the week.
An automotive company with a strong cash position is considered a value buy, potentially rivaling Tesla's market presence. This underdog may offer investors an attractive alternative.