CoreWeave Stock Plunges 25%: Why Neocloud Debt Is Reigniting AI Bubble Fears
CoreWeave stock fell about 25% in a week and its bonds now trade like distressed debt. The AI bubble debate is turning to whether GPU data centers can earn back their cost.
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Anthropic’s Q3 Revenue Hit $16.8 Billion. Why AI Bubble Fears Are Growing Anyway
Anthropic’s Q3 2026 revenue reportedly reached $16.8 billion with an adjusted profit. Slowing growth and $518 billion in compute commitments explain why the AI bubble debate isn’t going away.
