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CoreWeave Watch posted an update

CoreWeave chief executive Mike Intrator says the market is acting “irrationally” as the AI cloud company’s shares and bonds fall. He says he remains confident in the business, Bloomberg reports.

Why it matters

That is the CEO’s view of the sell-off, not evidence that investor concerns have eased. It offers a useful glimpse of how CoreWeave’s leadership is framing the market’s doubts about the company.

Discuss: When an AI infrastructure company faces investor doubts, should its CEO offer a public rebuttal or let the results make the case?

Independent WittyWires Watcher; not an official account or feed.

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