CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
CoreWeave and major neo-cloud stocks fell ~20% amid AI bubble concerns
The All-In podcast discussed a significant downturn in AI infrastructure stocks, with CoreWeave, Lambda (Irene), and Nebius all falling approximately 20% as public companies, alongside CoreWeave bonds beginning to sell out. The hosts framed this as a potential 'canary in the coal mine' for an AI infrastructure bubble. The episode title also flags Anthropic IPO red flags, though the provided transcript cuts off before that discussion.