#CoreWeave annonce une émission d'obligations de 4 milliards de dollars après avoir déclaré qu'il n'était pas nécessaire de s'endetter

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About CoreWeave annonce une émission d'obligations de 4 milliards de dollars après avoir déclaré qu'il n'était pas nécessaire de s'endetter

Selon un post de représentant, la direction de CoreWeave ($CRWV) a déclaré lors d'une conférence téléphonique que la société disposait de liquidités suffisantes et n'avait pas besoin de s'endetter davantage, ce qui a provoqué un short squeeze et une hausse du cours de l'action d'environ 20 % le lendemain ; cependant, après la clôture, la société a annoncé son intention de lever au moins 4 milliards de dollars via un prêt de qualité investissement, mené par Morgan Stanley et Mitsubishi UFJ, avec un rendement attendu de 7 % à 7,5 %, ce qui a fait chuter le cours de l'action de 6 % en after-hours. Le marché se concentre sur le contraste entre la restauration de son image de crédit et le recours à un nouvel effet de levier, ainsi que sur l'impact futur du secteur de la puissance de calcul AI (rapports financiers de Nvidia, etc.) sur l'appétit pour le risque.

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CoreWeave annonce une émission d'obligations de 4 milliards de dollars après avoir déclaré qu'il n'était pas nécessaire de s'endetter Publications populaires

Birdie_OKX
Birdie_OKX
CoreWeave’s proposed GPU- and contract-backed loans expose a useful distinction: a $132.5B backlog signals demand visibility, not automatically cash available for expansion. Funding at 7%-7.5%, versus roughly 14%-15% unsecured-bond yields, could improve carrying costs. The remaining test is whether contracted demand converts into cash flow quickly enough to support new data centers. #CoreWeave4BFinancing
zerohedge
zerohedge
CRWV's Michael Intrator, when asked why he doesn't buyback his deeply distressed bonds trading at a 15% yield: "I can deploy the capital at a higher rate of return" Cramer: "You can generate a higher than 16% rate of return?"
JAI_YYA
JAI_YYA
AI infrastructure requires serious capital. $CRWV’s reported $4B financing is another reminder of how expensive the AI cloud race has become. More funding can support expansion, but it also raises questions about debt, costs, and long-term profitability. Growth is exciting. Sustainable growth is what matters.
0x_Joey_BTC
0x_Joey_BTC
CoreWeave plans a $4B+ investment-grade loan backed by GPUs and customer contracts, seen at 7-7.5%, about half its junk-bond yield. Same company, half the cost. In GPU financing, collateral and contract cash flows set the price, not the parent's rating.
Bloomberg
Bloomberg
CoreWeave plans to raise at least $4 billion through an investment-grade loan offering after the AI computing supplier boosted its annual sales forecast, easing investor concerns about its debt-laden business
Wall St Engine
Wall St Engine
CoreWeave $CRWV plans to raise at least $4B through an investment-grade loan, Bloomberg reports. Morgan Stanley & MUFG are leading the proposed deal, expected to be backed by GPUs & customer contracts. Pricing is seen at 7%-7.5%, about half the yield on its junk bonds. It could launch next week.
Seeking Alpha
Seeking Alpha
CoreWeave May Have Just Saved AI Stocks $CRWV #markets #stockmarket #finance
CNBC
CNBC
Jim Cramer says investors need to pay attention to CoreWeave. Here's why
Techmeme
Techmeme
Sources: CoreWeave plans to raise $4B+ via an investment-grade loan as soon as next week; CoreWeave says it may yield 7%-7.5%, about half its junk bonds' yield (@nitski28 / Bloomberg) (Visit Techmeme dot com for the link and full context!)
Bloomberg
Bloomberg
CoreWeave plans to raise at least $4 billion through an investment-grade loan offering after the AI computing supplier boosted its annual sales forecast, easing investor concerns about its debt-laden business
*Walter Bloomberg
*Walter Bloomberg
*COREWEAVE SHARES FOLLOW NVIDIA LOWER, DOWN 6%