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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 throwaway2037 on Tuesday November 10, 2026 @05:36AM (#50438406)
Yeah, that coupon rate is wild! It is more than 450bps more than a similar Oracle bond. The simplest explanation: When this bond was issued, CoreWeave had a speculative/junk grade corporate credit rating: BB-. Surprisingly, Oracle also barely has investment grade credit rating: BBB-.

You can see precise details about the CoreWeave bond issue here: https://bondblox.com/bond-market/Coreweave-Inc-USU2069EAE06

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Re:CoreWeave bond yield tops 16% as AI credit stress rises by blitzar on Tuesday November 10, 2026 @07:21AM (#50439305)
Oracle have non Ai revenue ... CoreWeave's non Ai revenue would be in the 10s millions against debt in the 10s of billions.
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