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• Neocloud stocksflashingeasing

  CoreWeave $53.41, down 39% in a month; IREN down 45%

  The Yahoo closes have CoreWeave at $53.41, a fresh 52-week low and down 39% in a month; Nebius is off 36%, IREN 45% (also at a 52-week low) and Cipher 57%. CoreWeave was sliding again premarket Monday after Morgan Stanley cut its target to $70 from $99 and Raymond James to $75 from $125, both on financing worries.

  StocksToTrade: CoreWeave slides as debt fears trump AI growth · Oct 26, 2026

• Neocloud bondsflashingsteady

  CoreWeave 2031 notes yield a record 15.76%

  CoreWeave's 9.75% 2031 notes were around 80 cents yielding about 15.6% on Oct 20, and a $2.75B 2031 bond hit a record 15.76%. Search snippets put the 2032s at about 78 cents and just over 16% (unverified). Either way it's distressed territory and nothing's getting better.

  Benzinga: CoreWeave bond yield hits record · Oct 22, 2026

• Customer concentrationwatchsteady

  Microsoft about 45% of CoreWeave revenue, down from 72%

  Microsoft's down to about 45% of CoreWeave revenue from 72%, but the backlog's still lumpy: Meta about 40% of $99.4B and OpenAI about 25%. No sign of any of them paying slower or renegotiating. Nothing new today.

  Daloopa: CoreWeave customer mix · Oct 24, 2026

• Delayed projectsflashingsteady

  Roughly 30–50% of 2026 US capacity delayed or canceled

  Of about 12 GW slated for 2026 in the US, only about 5 GW was under construction (Sightline; SemiAnalysis pushes back and says moratoria directly delay only about 1.5 GW). Local moratoria keep popping up: Bloomington, Ill. passed a six-month one and Aurora, Colo. votes on one Oct 26, per search snippets. New York's statewide moratorium from July 14 still stands.

  Stacker: Why nearly half of planned data centers are delayed · Oct 19, 2026