CoreWeave Is Imploding — And Taking AI Stocks Down With It
Oct 15, 2026 · 33 min
Ed Elson is joined by Paul Kedrosky to break down CoreWeave’s debt crisis and whether it signals a broader problem for the industry. Then, Mark Zandi returns to unpack the latest inflation reading from the Consumer Price Index and what recent consumer spending data reveals about the state of the economy. Finally, Ed shares his take on a report that CFTC investigators were ordered to halt their ana…
