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CoreWeave Stock Is Crashing. This Could Be Great News for SpaceX Investors.
The Motley Fool·
CoreWeave's stock plunged over 15% as investors worry about the company's $50+ billion debt burden and negative free cash flow projections ($25-28 billion annually through 2028). Meanwhile, SpaceX is emerging as a stronger competitor in AI infrastructure with $3.4 billion in monthly revenue commitments and a superior balance sheet ($100 billion in cash vs. CoreWeave's $6 billion), positioning it to capture market share if CoreWeave slows expansion.
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