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Both said on October 16, as CoreWeave's bonds sold off.
Ives called the worry about CoreWeave's debt a false narrative, given a demand-to-supply imbalance he puts at 13 to 1 and the AI backlog, and called the sell-off a buying opportunity.
Eisman said CoreWeave's 9% bonds fell below 90 cents on the dollar, about a 15% yield, a sign that fixed-income markets are losing confidence in it.
Editorial summaries of public statements. Dates belong to the cited sources; they are not trade execution dates.
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | CoreWeave's senior unsecured bonds have stabilized after peaking in spread, signaling credit stress has… |
| 2026-10-27 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | CoreWeave has traded back to technical support levels that should hold, with meaningful volume confirming a… |
| 2026-10-27 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | CoreWeave has bounced back to key technical support levels on decent volume after breaking through them… |
| 2026-10-27 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | CoreWeave's 2032 senior unsecured bonds have stopped declining and are ticking higher, signaling credit… |
| 2026-10-23 | Mike Lee | Bullish | Fox Business (uncut) | 75-85% of CoreWeave's debt is asset-backed and financed by Blackstone and Apollo, long-term contracts with… |
| 2026-10-23 | Unknown | Bearish | Fox Business (uncut) | Corweave's debt-heavy AI infrastructure model is more exposed than Meta because it lacks Meta's cash-flow… |
| 2026-10-23 | Dan NilesFounder & Portfolio Manager, Niles Investment Management | Bearish | CNBC (uncut) | Coreweave's 2032 bond yielding above 15% for two consecutive weeks signals deep capital distress, which will… |
| 2026-10-23 | George NobleFormer Fidelity & hedge fund manager | Short | Monetary Matters | CoreWeave is a WeWork-for-GPUs: it financed a pile of depreciating chip inventory with heavy debt, and as… |
| 2026-10-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Global Money Talk | AI revolution requires vastly more cloud compute capacity, CoreWeave's hyperscaler contracts provide solid… |
| 2026-10-22 | Adam | Bullish | Fox Business (uncut) | CoreWeave's $104 billion backlog, pricing increases, and collateralized financing support its debt load… |
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Gil LuriaManaging Director and Head of Technology Research, D.A. Davidson | Bearish | CNBC (uncut) | CoreWeave's highly leveraged and risky business may benefit temporarily from scarce computing capacity but… |
| 2026-10-22 | Joe LonsdaleCo-founder, Palantir; managing partner, 8VC | Bullish | CNBC (uncut) | CoreWeave could succeed despite extreme volatility because compute-infrastructure demand should remain… |
| 2026-10-22 | Jay WoodsChief global strategist, Freedom Capital Markets | Bearish | CNBC (uncut) | CoreWeave's bond and debt issuance creates substantial uncertainty, making the stock too risky to buy amid… |
| 2026-10-22 | Dan GreenhausChief economist & strategist, Solus Alternative Asset Management | Bearish | CNBC (uncut) | CoreWeave's unsecured debt is blowing out while its project debt holds, signaling it is the vulnerable 'tail'… |
| 2026-10-22 | Unknown | Bullish | Fox Business (uncut) | Market misunderstands CoreWeave's debt structure — $104B backlog and use of signed contracts plus Nvidia… |
| 2026-10-22 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bearish | RiskReversal Media | CoreWeave failed to hold the ~$60 support level despite upgrades and positive AI news flow, and with credit… |
| 2026-10-21 | Daniel NewmanCEO, The Futurum Group | Bullish | Fox Business (uncut) | CoreWeave's sold-out capacity, 246% backlog growth, major customers, declining financing costs, and Nvidia… |
| 2026-10-21 | Mike Lee | Bullish | Fox Business (uncut) | CoreWeave is a leveraged play on rapidly growing AI-compute demand because its exceptional data-center… |
| 2026-10-21 | Tyler RadkeCo-head of software equity research, Citi | Bullish | Fox Business (uncut) | CoreWeave's contracted demand should become profitable as capacity ramps, while project-level financing… |
| 2026-10-21 | Brad GerstnerFounder & CEO, Altimeter Capital | Bearish | Brad Gerstner (newest) | Subscale neo-clouds face a financing disadvantage versus hyperscale players like SpaceX/xAI because lenders… |
| 2026-10-21 | Matt Rowe | Bearish | Bloomberg The Close | CoreWeave's dependence on expensive external financing is unsustainable as AI infrastructure approaches… |
| 2026-10-21 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bearish | CNBC Fast Money Final Trade | CoreWeave should be avoided because it lacks meaningful EBITDA support and belongs to a capital-intensive… |
| 2026-10-21 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | Volume patterns signal a tradable bounce from current support levels, and NVIDIA holding 10.5% of shares… |
| 2026-10-21 | Marta Norton | Bearish | CNBC (uncut) | CoreWeave is essentially a broker business with heavy customer concentration, making it unattractive as a… |
| 2026-10-21 | Carter WorthMarket technician, Worth Charting | Short | RiskReversal Media | CoreWeave's chart looks poised to break below well-defined support lows, with a heavily debt-laden balance… |
| 2026-10-20 | Mike MurphyFounder and Managing Partner, Rosecliff | Bullish | Fox Business (uncut) | CoreWeave's $130B revenue backlog, projected growth to $30B revenue next year, and Nvidia's dual role as… |
| 2026-10-20 | Kiana DanielFounder and CEO, Invest Diva | Bullish | Fox Business (uncut) | CoreWeave is the category king in AI cloud infrastructure with $100B of contracted backlog and anchor clients… |
| 2026-10-20 | Unknown | Bullish | CNBC (uncut) | CoreWeave's pullback reached a support area on heavy volume that offered an attractive entry point. |
| 2026-10-20 | Gene MunsterManaging Partner, Deepwater Asset Mgmt | Bullish | CNBC (uncut) | Compute demand remains early because personalized bots and physical AI could drive substantial usage growth… |
| 2026-10-19 | Kelly KowalskiHead of Investment Strategy, MassMutual | Bullish | Bloomberg TV (uncut) | Last week's selloff was overblown—triggered by two social media posts—while underlying demand and backlog… |
| 2026-10-19 | Paul SweeneyCo-host, Bloomberg Surveillance and Bloomberg Intelligence | Bearish | Bloomberg TV (uncut) | Goldman's 'oversold, buy the dip' upgrade of a stock in freefall is a classic falling-knife trap that almost… |
| 2026-10-19 | Amit Daryanani | Bullish | CNBC (uncut) | The selloff was a financing scare not a broken business — backlog is contractually backed by Meta, Microsoft… |
| 2026-10-19 | Ted ThatcherFounder and President, Bright Lake Wealth Management | Bullish | Fox Business (uncut) | NeoCloud demand remains intact; stock was oversold down ~25% last week on debt re-rating fears; Goldman… |
| 2026-10-19 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bearish | The Real Eisman Playbook | Coreweave's $35B+ debt plus $10B in capital lease obligations dwarfs its $43B market cap; debt already… |
| 2026-10-19 | Danny MosesHost, The Danny Moses Show; former 'Big Short' trader | Bearish | The Real Eisman Playbook | CoreWeave carries $51 billion in debt including leases and has a structural balance sheet mismatch — buying… |
| 2026-10-19 | Michael Donovan | Bullish | CNBC (uncut) | CoreWeave holds 1.85 GW of powered capacity today with 3 GW secured by end of 2027, sitting at the AI… |
| 2026-10-19 | Dan Nathan (RiskReversal)Trader & co-host, RiskReversal Media | Bullish | CNBC (uncut) | The $60 level has been technical support multiple times over the past year and 3x normal volume on a roughly… |
| 2026-10-19 | Kelly KowalskiHead of Investment Strategy, MassMutual | Bullish | Bloomberg Surveillance | Market reaction was overblown and driven by social-media noise; demand backlog remains intact… |
| 2026-10-17 | David SacksVC — Craft Ventures | Bullish | All-In Podcast | Coreweave's isolated box structure is secured by investment-grade tenant contracts and GPU assets not by… |
| 2026-10-17 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | CoreWeave's CDS spread fears are a false narrative given 13:1 memory demand/supply and accelerating CapEx… |
| 2026-10-16 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | Concerns over CoreWeave's debt and credit spreads are a false narrative given the structural demand/supply… |
| 2026-10-16 | Rob Shiffman | Bullish | Bloomberg TV (uncut) | The CoreWeave selloff is pure sentiment with no fundamental catalyst — no earnings miss, no CapEx surprise… |
| 2026-10-16 | Paul SweeneyCo-host, Bloomberg Surveillance and Bloomberg Intelligence | Bearish | Bloomberg TV (uncut) | CoreWeave carries roughly $50B in debt against approximately $7B in EBITDA, a leverage ratio that a… |
| 2026-10-16 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bearish | The Real Eisman Playbook | CoreWeave is structurally over-leveraged ($43B market cap vs $35B+ debt + $10B lease obligations, 9% coupon… |
| 2026-10-16 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Yahoo Finance | CoreWeave's debt is secured by long-term customer commitments (analogous to Cheniere's LNG pre-sales), the… |
| 2026-10-16 | Ann BerryFounder, Threadneedle Ventures | Bearish | Bloomberg Open Interest | CoreWeave's cash flows do not support its debt load; it was overlevered at IPO and sentiment-driven trading… |
| 2026-10-16 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | Debt and credit-spread concerns are a false narrative given CoreWeave's demand backlog; the recent sell-off… |
| 2026-10-15 | Melvin MathewAI Analyst, Milk Road | Bullish | Fox Making Money (playlist) | CoreWeave's $104B backlog is durable, NVIDIA has a direct strategic interest in financing neoclouds because… |
| 2026-10-15 | Dave MazzaCEO, Roundhill Investments | Bullish | Fox Making Money (playlist) | Concerns that hyperscalers and frontier labs will pull back from CoreWeave contracts are misguided given the… |
| 2026-10-15 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | CNBC (uncut) | CoreWeave's debt structure is misunderstood—only 20% is at the elevated public rate while 80% is cheaper… |
| 2026-10-15 | Alex HassellHead of Software & Cloud Equity Research, Rothschild & Co Redburn | Bearish | CNBC (uncut) | Bond market was already pricing in risk the equity market overlooked; even with GPU-backed capacity fully… |
| 2026-10-15 | Dan SuzukiGlobal market strategist, iCapital | Neutral | CNBC (uncut) | Concentration, valuation, competition from new frontier-model players, and tightening access to capital are… |
| 2026-10-15 | Paul Meeks | Bullish | CNBC (uncut) | Near-term financing headwinds are obscuring CoreWeave's compelling long-term business case: Meeks models $43B… |
| 2026-10-15 | Ted MortonsonTechnology desk strategist, Baird | Bearish | Bloomberg TV (uncut) | CoreWeave has no free cash flow while borrowing at double-digit rates, destroying value at every turn, with… |
| 2026-10-15 | Eva AdosCOO and Chief Investment Strategist, ERShares | Short | Bloomberg TV (uncut) | CoreWeave carries roughly $50B in debt with no long-term revenue contracts to match its infrastructure… |
| 2026-10-15 | Robert Shiffman | Bullish | Bloomberg TV (uncut) | CoreWeave's bond sell-off is sentiment-driven rather than fundamental — Nvidia's 10% ownership and mutual… |
| 2026-10-14 | Melvin MathewAI Analyst, Milk Road | Bullish | Fox Business (uncut) | CoreWeave's $100B+ backlog provides revenue visibility, NVIDIA has a strategic incentive to backstop… |
| 2026-10-14 | Gil LuriaManaging Director and Head of Technology Research, D.A. Davidson | Bearish | Bloomberg Open Interest | CoreWeave borrows at 9% to fund increasingly commoditized data center capacity outside hyperscalers… |
| 2026-09-18 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bearish | Top Stocks by Matt Weinschenk | CoreWeave carries heavy debt in a potentially bubble AI-infrastructure sector with accelerating cash burn… |
| 2026-08-28 | Ed ZitronCEO, EZPR; Host, Better Offline | Bearish | The Compound | CoreWeave is horribly unprofitable, must raise billions in debt multiple times per year at increasingly high… |
| 2026-08-13 | Michael LeeFounder, Michael Lee Strategy | Bullish | Fox Making Money | CoreWeave's circular financing concern is a non-issue because borrowing at ~10% to generate 25-30% returns is… |
| 2026-08-10 | Sarah KunstManaging director, Cleo Capital | Bearish | Bloomberg Surveillance | CoreWeave is overpriced relative to its risk profile, relying heavily on debt to fund infrastructure with… |
| 2026-07-06 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | CoreWeave is arguably the best-in-class pure-play neocloud with a diverse client base and nearly $100B… |
| 2026-04-16 | Gavin BakerFounder & CIO, Atreides Management | Bullish | Aria Networks | Coreweave's deliberate over-investment in networking versus peers drives materially higher compute… |
| 2026-02-06 | Jim ChanosShort seller — Chanos & Co (family office) | Short | RiskReversal Media | CoreWeave is an equipment leasing company with distorted accounting — depreciating GPUs over 10 years instead… |
| 2025-12-16 | Dan IvesTech analyst, Wedbush Securities | Bullish | Mohamed El-Erian | CoreWeave's data center construction delay is a quarter-to-quarter blemish in the broader fourth industrial… |
| 2025-11-10 | Panelist Unnamed | Bearish | CNBC Fast Money Final Trade | CoreWeave CEO claiming sufficient power capacity contradicts Satya Nadella's statement that Microsoft can't… |
| 2025-06-20 | Thomas LaffontCo-founder, Coatue Management | Bullish | Bg2 Pod | Coreweave is one of the few pure-play AI infrastructure names in the public market, giving investors direct… |
| 2025-04-04 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | CoreWeave has diversified away from Microsoft-concentration risk by adding Google, Meta, OpenAI, and Nvidia… |
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 11 Aug 2026 | after the close | -1.03 vs -1.23 | +1.6% |
Sessions in the last 120 where CRWV’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
| 2026-10-16 | ||||||
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| 2026-07-01 | ||||||
| 2026-06-01 |
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