CoreWeave and Nebius both closed last week down more than 25% as financing worries spread through AI-linked stocks, Yahoo Finance reported on October 18. Baird tech strategist Ted Mortonson told Yahoo that the worry is who needs financing and what it costs: “Portfolio managers are selling names that have unadulterated blowout numbers,” he said, naming Micron. Other strategists read the rout as a reset. Wedbush Securities senior managing director Dan Ives called it “same script,...
