Wall Street’s AI warning sign isn’t chips — it’s credit.

CoreWeave, the Nvidia-backed AI cloud provider, fell more than 15% this week through Thursday and dropped another 4% premarket Friday. Meanwhile, one of its bonds briefly yielded over 16% and its default insurance costs hit record highs.

AI demand is still strong. The question the market is asking now: can heavily leveraged AI companies finance this massive buildout profitably as borrowing costs climb? Hot September producer prices — up 1.3%, the largest monthly jump in four and a half years — just turned up the heat.

What to watch next: does the stress stay contained to CoreWeave, or spread to other AI borrowers?

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