Dan Ives thinks the drop in CoreWeave's stock is too much and believes earnings will support AI spending, as CRWV shares hit a near 12-month low.

Oct 15, 2026, 4:22 AM ETOpinionRead the original at Benzinga

Bad for CRWV

CoreWeave reportedly borrows at about 9% and earns around 1%, while its quarterly interest bill rose. Dan Ives expects AI spending to grow, and a co-founder says stopping construction would leave it cash-flow positive.

CRWV · CoreWeave Inc.

AI read · Bad for CRWV

The AI's read

The main concern is how much it costs CoreWeave to fund its growth. Its borrowing costs reportedly exceed returns, and its interest bill has climbed. The company also carried about $52 billion in debt and lease bills. Dan Ives expects large cloud companies to keep spending on AI. Co-founder Brannin McBee says stopping construction would leave CoreWeave cash-flow positive. Those comments help, but they do not remove the reported borrowing-cost gap and larger interest bill.

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