CoreWeave Stock Is Getting Crushed. Here's What Investors Should Watch.

CoreWeave's stock has fallen nearly 25% in a week as bond yields surge to 15-16%, signaling investor concerns about the company's ability to finance its massive AI infrastructure expansion with ~$50 billion in debt. While Q2 revenue grew 112% year-over-year to $2.6 billion with a $104 billion backlog, the company posted a $626 million net loss and $640 million in net interest expense. Investors should monitor financing costs, cash generation, and returns on infrastructure investment to determine if growth can justify the capital required.