CoreWeave Plunges & AI Panic Spreads as Credit Fears Grow

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In this video, I look at the pressure building around CoreWeave, why the bond market is flashing warning signs, and how more expensive borrowing could threaten the enormous investment programme behind artificial intelligence.

With the Nasdaq falling and major technology shares including AMD, Broadcom, Oracle and Meta under pressure, investors are taking a closer look at who is funding the AI boom—and whether the numbers still add up.

I also explore the parallels with earlier financial crises, when problems at individual borrowers prompted lenders to reassess an entire market, creating a dangerous feedback loop.

Could these pressures remain contained, or are we seeing the beginnings of an AI domino effect