The AI build-out's debt problem is now a credit story, not an equity one: CoreWeave's bond yields blew past 15% and its CDS hit distressed levels. $CRWV closed the week down 15% even after Jensen Huan

What happened: Investor concerns about debt tied to the AI build-out are weighing on AI stocks and pushing bond yields for those infrastructure projects to distressed levels. Why it matters: Gartner's Will Sommer warned multitrillion-dollar AI infrastructure writedowns are more likely than not by 2032, with over 80 per cent of neocloud providers ceasing independent operations by 2030. Scotiabank's Maher Yaghi said tenant-credit risk remains for Bell.

Investor doubts over data centre push hit AI stocks and bonds.

Investor doubts over data centre push hit AI stocks and bonds. — impact context not separately stored; see What changed.