- CoreWeave будет понижена в рейтинге Moody's или S&P до 31 декабря 2026 года?21¢
- CoreWeave понижен в рейтинге Moody's или S&P до 31 марта 2027 года?35¢
- CoreWeave понижен в рейтинге Moody's или S&P к 30 июня 2027 года?45¢
CoreWeave’s junk-rated credit profile (B/B+ at S&P and Fitch) faces heightened downgrade risk from Moody’s or S&P amid record credit stress. Its 2031 bonds have yielded above 15% while five-year CDS spreads exceeded 1,190 basis points in mid-October, pricing in over 60% default odds within five years. Traders cite the company’s roughly $50 billion debt load, aggressive GPU expansion plans, and thin margins on hyperscaler contracts as key vulnerabilities, even with a $100+ billion backlog and Nvidia capacity backstop. Recent stock volatility and Goldman Sachs’ upgrade have not eased credit-market concerns, while upcoming Q3 results and any new financing attempts could shift implied downgrade probabilities.
Правила
This market will resolve to "Yes" if either Moody's Ratings or S&P Global Ratings publishes a rating action lowering its long-term credit rating for CoreWeave, Inc., or its rating on CoreWeave, Inc.'s senior unsecured debt, by 11:59 PM ET on the listed date. Otherwise, this market will resolve to "No." "Long-term credit rating" means S&P Global Ratings' long-term issuer credit rating, or Moody's Ratings' corporate family rating or long-term issuer rating, on CoreWeave, Inc. A downgrade of CoreWeave, Inc.'s senior unsecured debt by either agency will qualify, even if that agency's long-term credit rating for CoreWeave, Inc. is unchanged. A change in outlook or CreditWatch/review status alone (for example, a move from Stable to Negative outlook, or placement on review for downgrade) will not qualify. As of market creation, CoreWeave, Inc. is rated B+ by S&P Global Ratings (https://cbonds.com/news/3865295/) and Ba3 by Moody's Ratings (https://cbonds.com/news/3865521/), both below investment grade. The primary resolution sources for this market will be the official rating action publications of Moody's Ratings (https://ratings.moodys.com) and S&P Global Ratings (https://www.spglobal.com/ratings); however, a consensus of credible reporting may also be used.