CoreWeave shares plunge 16% as bond yields near 15%

The AI cloud provider's debt is being priced like a riskier bet, and Oracle and Nebius fell with it CoreWeave shares fell by as much as 16% on October 14, 2026, after yields on the AI infrastructure provider’s bonds climbed toward 15%. The selloff in CoreWeave (NASDAQ: CRWV) took the stock to an intraday low somewhere near $65 to $68. The trigger was the bond market, which has started asking an uncomfortable question about debt-funded AI buildouts: can these companies actually afford the money they’ve borrowed?

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