CoreWeave bond yield tops 16% as AI credit stress rises

Re:CoreWeave bond yield tops 16% as AI credit stress rises by dist-epoch on Tuesday November 10, 2026 @04:08AM (#50437823)

Any sort of hardware produced in the last 5 years has at least doubled in price. Some, like RAM are 3-5x more expensive.

So whoever hoarded it in warehouses could sell it now immediately for at least 100% profit.

They seem like geniuses to me now, worst case they make 100% profit on the investment.

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Re:CoreWeave bond yield tops 16% as AI credit stress rises by ahartmetz on Tuesday November 10, 2026 @05:15AM (#50438238)

It's only RAM, mass storage and GPUs. Desktop CPUs, mainboards, PSUs, and cases have become cheaper because PC building demand has declined. Peripheral prices have remained largely unchanged.

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Re:CoreWeave bond yield tops 16% as AI credit stress rises by blackenedgem on Tuesday November 10, 2026 @07:14AM (#50439224)

But a large reason for the price increase has been because companies have been hoarding them in warehouses as they wait for DC buildout. If you sell then you remove that pressure and prices decrease.

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