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FrontRow · Oct 22, 2026

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CoreWeave’s stock is down 35% this month, and the spreads in its credit default swaps are widening. The company’s elevated bond yield is prompting investors to question what additional financing options are available. “Sentiment is decidedly negative,” Andrew Keches, credit analyst at Barclays, wrote in a note to clients this week, referring to AI bonds.

CoreWeave’s stock is down 35% this month, and the spreads in its credit default swaps are widening. The company’s elevated bond yield is prompting investors to question what additional financing options are available. “Sentiment is decidedly negative,” Andrew Keches, credit analyst at Barclays, wrote in a note to clients this week, referring to AI bonds.

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