CoreWeave Upgraded by Goldman as AI Stocks Bounce Back — SkimNews
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- AI stocks bounced back after a bruising selloff, with CoreWeave's Goldman Sachs upgrade anchoring the rebound (per Reuters).
- CoreWeave gave back its gains even after the Goldman upgrade, while Bloomberg flagged that the company's credit woes risk shutting down the market for AI junk bonds.
Why it matters: CoreWeave sits at the center of a split-screen market: Goldman upgraded its equity while Bloomberg flagged its credit stress as a risk to the AI junk bond market. With AI infrastructure spending still demanding fresh financing, that equity-vs-credit gap is where the next move gets decided.
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