TradingKey – CoreWeave (CRWV) holds over $100 billion in AI compute orders, but the massive financing required to fulfill these orders is becoming a focus of market attention.

Meanwhile, in an interview with CNBC on October 22, Jensen Huang stated that demand for neocloud companies is extremely robust, but capital shortages are constraining growth. Wells Fargo traders believe these remarks have reignited market concerns regarding AI companies’ financing channels and credit investors’ ability to absorb additional risk.

As investors reassess the capital requirements of AI infrastructure, CoreWeave’s decline in October has exceeded 30%. However, technicals suggest that the company could still face the risk of a further 16% decline.