Oct 15, 2026 6:58 PM

The bond market signals a 63% chance that CoreWeave will default on its $50 billion debt within five years, yet Deutsche Bank is doubling down with a "buy" rating and a 128% upside target. With bond yields hitting a distressed 16%, there is a massive disconnect between AI hype and financial reality. Is this a genius "buy the dip" opportunity, or are we watching an AI-fueled debt bubble about to burst? Would you bet on a company with a 60% chance of total failure?
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