CoreWeave, Oracle Stocks Plunge As Generative AI Bubble Deflates [Forbes]
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Source: Forbes
CoreWeave faces critical financial strain from high borrowing costs (7.5%) and operational delays, while Oracle plans a massive debt increase to $290 billion for cloud expansion. Investor anxiety is acute, with soaring credit default swap costs for both firms; CoreWeave's imply a 42% default probability, and Oracle's debt trades like junk bonds. Shares of AI neo cloud operator CoreWeave and database and cloud-services provider Oracle have plunged 62% and 47% respectively since peaking earlier this year, according to Google Finance The generative AI bubble that propelled these stocks so much earlier in 2025 may now be contributing to their fall. Two months ago, I saw three scenarios: GenAI keeps booming, there's a soft-landing in which valuations decline somewhat, and the OpenAI bankruptcy scenario which brings it all down abruptly should the ChatGPT provider fail to raise more capital to fund its money-losing operations, noted my Oct. 15, 2025 Forbes post. CoreWeave – which
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