CoreWeave Yields Spike to 15.8% as Insiders Sell $11B in Stock; Fraud Probe Calls Grow
alvelda · x · 2026-10-15
CoreWeave's finances look increasingly grim: bond yields rose 225bp in two days to 15.8% YTM, the same day an executive used the phrase "investment grade." The company has $13.5B in principal and interest due by next year on $10B revenue and an operating loss, no bond market access, and founders/executives sold $11B of stock in a year (30% of the company) with proceeds tied up in construction obligations. The poster suggests executives saw trouble coming and that a fraud investigation may be warranted.
Related event: CoreWeave Faces $13.6B Debt Wall as Bearish Voices Question Solvency(3 posts)→
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