CoreWeave Stock After Earnings: Is $47B Debt A Risk?
Published . Updated .
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More on the AI trade: our AI storyline page collects our pieces on AI stocks. CoreWeave posted its quarter just after Tuesday's close. The stock had lost 41% in a month and closed Tuesday at $48.73. Revenue was $3.66 billion, up 168%. The 2026 outlook rose to $13.0-13.
Directly affected
- CRWV CoreWeave-44.4% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-4.6% 12d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- TLT iShares 20+ Year Treasury Bond ETF-1.2% 19d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “debt” (US interest rates) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-15.6% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com+8.7% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-11.5% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- JPM JPMorgan Chase+0.1% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “debt” (US interest rates) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRWV | -0.68% | -4.88% | base | +22.19% | after close | after close | after close |
| QQQ | +2.50% | -2.74% | base | +1.99% | after close | after close | after close |
| AIQ | +2.54% | -2.53% | base | +2.44% | after close | after close | after close |
| TLT | +1.08% | +1.27% | base | -0.48% | after close | after close | after close |
| MSFT | +4.29% | -0.49% | base | -2.16% | after close | after close | after close |
| GOOGL | +0.54% | -0.95% | base | +1.21% | after close | after close | after close |
| AMZN | -1.76% | -4.23% | base | -1.61% | after close | after close | after close |
| META | -1.80% | -4.88% | base | -0.97% | after close | after close | after close |
| JPM | +2.98% | -2.21% | base | -0.11% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
CoreWeave Stock After Earnings: Is $47B Debt A Risk? Trefis
Source: Trefis
Price since this story was published: Ishares Tr (TLT)
| Company | When | Move | Status |
|---|---|---|---|
| AIQ | that day | +2.44% | still updating |
| AIQ | three days earlier | -2.53% | final price |
| AIQ | five days earlier | +2.54% | final price |
| AMZN | that day | -1.61% | still updating |
| AMZN | three days earlier | -4.23% | final price |
| AMZN | five days earlier | -1.76% | final price |
| CRWV | that day | +22.19% | still updating |
| CRWV | three days earlier | -4.88% | final price |
| CRWV | five days earlier | -0.68% | final price |
| GOOGL | that day | +1.21% | still updating |
| GOOGL | three days earlier | -0.95% | final price |
| GOOGL | five days earlier | +0.54% | final price |
| Jpmorgan Chase (JPM) | that day | -0.11% | still updating |
| Jpmorgan Chase (JPM) | three days earlier | -2.21% | final price |
| Jpmorgan Chase (JPM) | five days earlier | +2.98% | final price |
| META | that day | -0.97% | still updating |
| META | three days earlier | -4.88% | final price |
| META | five days earlier | -1.80% | final price |
| MSFT | that day | -2.16% | still updating |
| MSFT | three days earlier | -0.49% | final price |
| MSFT | five days earlier | +4.29% | final price |
| QQQ | that day | +1.99% | still updating |
| QQQ | three days earlier | -2.74% | final price |
| QQQ | five days earlier | +2.50% | final price |
| Ishares Tr (TLT) | that day | -0.48% | still updating |
| Ishares Tr (TLT) | three days earlier | +1.27% | final price |
| Ishares Tr (TLT) | five days earlier | +1.08% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought CoreWeave (CRWV), worth $1,001 - $15,000 on 28 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 14 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 21 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 27 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Alphabet (GOOGL) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 14 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 58 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 68 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 15 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 40 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 75 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Meta Platforms (META) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 14 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Meta Platforms (META) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 21 days before publication. Filed 4 Nov 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (TLT)
Companies tied to this story
- TLT Ishares Tr
Ishares Tr (TLT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “CoreWeave Stock After Earnings: Is $47B Debt A Risk?.” Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “debt” (US interest rates) in this story
- IEF Ishares Tr
Ishares Tr (IEF) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “CoreWeave Stock After Earnings: Is $47B Debt A Risk?.” Reason on file: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “debt” (US interest rates) in this story
- JPM Jpmorgan Chase
Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “CoreWeave Stock After Earnings: Is $47B Debt A Risk?.” Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “debt” (US interest rates) in this story
- BAC Bank Of America
For “CoreWeave Stock After Earnings: Is $47B Debt A Risk?,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “debt” (US interest rates) in this story
- DHI Horton D R
In “CoreWeave Stock After Earnings: Is $47B Debt A Risk?,” Horton D R (DHI) is linked, with no stored direction, medium confidence. Reason on file: D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “debt” (US interest rates) in this story
- SCHW Schwab Charles
In “CoreWeave Stock After Earnings: Is $47B Debt A Risk?,” Schwab Charles (SCHW) is linked, with no stored direction, medium confidence. Reason on file: The Charles Schwab (security brokers, dealers and flotation companies): rate changes move lenders' margins and borrowers' demand. Linked by “debt” (US interest rates) in this story
How “CoreWeave Stock After Earnings: Is $47B Debt A Risk?” reaches Ishares Tr (TLT)
The 11 Nov 2026 story “CoreWeave Stock After Earnings: Is $47B Debt A Risk?” names Ishares Tr (TLT) because of this story.
Ishares Tr (TLT) is on the page because iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “debt” (US interest rates) in this story
A second company, Ishares Tr (IEF), is listed for a different reason: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “debt” (US interest rates) in this story
The price range for Ishares Tr (TLT), and the dates in the story
IEF traded between 88.64 and 90.69 across 16 sessions. The latest close on file is 90.08. JPM traded between 325.12 and 345.73 across 20 sessions. The latest close on file is 338.00. TLT traded between 76.44 and 80.56 across 16 sessions. The latest close on file is 79.46.
What the saved facts support for Ishares Tr (TLT)
46 out of 100Price not final
“CoreWeave Stock After Earnings: Is $47B Debt A Risk?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.