Is the AI Bubble About to Burst? What CoreWeave's Bonds Say and How to Trade It

CoreWeave's bonds set a record 15.76% yield after the AI rebound, a sign the funding stress behind the selloff is still building.

By Dorian | ZMACRO Weekly | October 23, 2026

The AI rebound bull market has lasted three sessions, and now CoreWeave’s bond yields stayed near 15% through all of them before setting a new record on Thursday.

On Thursday the Nasdaq gave the entire market bounce back in a single afternoon, and the S&P 500 market has closed within four points of last Friday’…