{
  "id": 14864301,
  "title": "Lenders Are Getting Nervous About CoreWeave. I'd Still Buy Nvidia Stock.",
  "url": "https://urgent.news/2026/10/16/lenders-are-getting-nervous-about-coreweave-id-still-buy-nvidia-stock",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-16T03:46:02.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/15/lenders-are-getting-nervous-about-coreweave-i-d-still-buy-nvidia-stock/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Recent reports indicate that lenders are growing increasingly cautious about CoreWeave, a cloud company specializing in AI chips produced by Nvidia. This concern stems from CoreWeave issuing $1.25 billion in unsecured notes due in 2032 with a 9.625% coupon in June. Now, the yield on these notes has surged to nearly 15%, reflecting lenders' apprehension.\n\nAs a result, CoreWeave's shares have plummeted by approximately 15%, while Nvidia, both a supplier of chips and a shareholder in CoreWeave, has dropped about 3% to around $221. However, it appears that Nvidia's interest in CoreWeave is relatively minor compared to the chipmaker's overall earnings. Despite a nearly 2x increase in revenue during Q2 to around $2.6 billion, CoreWeave has still reported a loss on an operating basis, with interest expenses reaching $640 million, more than double from the previous year. CoreWeave's total debt stands at approximately $35.6 billion.\n\nNvidia owns roughly 47.2 million CoreWeave shares, worth about $4.7 billion at the time, which has since decreased to around $3.1 billion at the current price of $66 per share. Additionally, Nvidia is involved in a deal with CoreWeave worth $6.3 billion, obligating Nvidia to purchase any unused cloud capacity from CoreWeave's customers until April 2032. Despite these ties, Nvidia's latest filing shows substantial commitments ($36 billion) with AI cloud partners and guarantees ($3.5 billion) on data center leases, amounting to a potential maximum loss of $4.7 billion. While Nvidia's operating income more than doubled to $63.7 billion in Q2 2027, CoreWeave's purchases account for only around 8% of Nvidia's sales.",
  "summary": "Bond buyers now want almost 15% to lend to a cloud company the AI chip leader has billions invested in. Should its shareholders worry?",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Lenders Are Getting Nervous About CoreWeave. I'd Still Buy Nvidia Stock.",
        "url": "https://urgent.news/2026/10/16/lenders-are-getting-nervous-about-coreweave-id-still-buy-nvidia-stock-14865423",
        "published": "2026-10-16T04:06:02.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}