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A comment on CoreWeave bond yield tops 16% as AI credit stress rises. Parent comment

Re:CoreWeave bond yield tops 16% as AI credit stress rises by ahtihn on Tuesday November 10, 2026 @02:36AM (#50437221)
Their revenue pays for expenses. If profit is negative, revenue doesn't cover their expenses.

They can't just turn off all other expenses and just pay for compute.

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Re:CoreWeave bond yield tops 16% as AI credit stress rises by aurareturn on Tuesday November 10, 2026 @02:53AM (#50437332)
Their revenue does cover their expenses - at least for last 2 quarters.
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Re:CoreWeave bond yield tops 16% as AI credit stress rises by ImPostingOnHN on Tuesday November 10, 2026 @09:36AM (#50441003)
> Their revenue does cover their expenses

It doesn't: their expenses exceeded revenue the last quarter (by hundreds of millions of dollars) and the last calendar year as well (by tens of billions of dollars).

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