Why did AI cloud stocks fall? Quick answer👇 Most well-known: CoreWeave, Oracle, Nebius, IREN. These companies borrow money. They use it to buy AI chips. Then they rent the chips to AI companies like OpenAI, Meta and Microsoft. The fear: loans are getting more expensive. Right now, lenders want 15% per year on CoreWeave bonds (vs. 13.4% in early Oct.). The business plan could be damaged.
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