A hotter than expected CPI print on October 14, 2026 sent stocks sharply lower, with the Nasdaq down more than two percent and the 10-year Treasury yield at 5.19 percent. AI infrastructure names took the worst of it, and the Nasdaq lost 4.5 percent for the week, its worst since April 2025. The discussion has moved to CoreWeave's balance sheet: debt and lease obligations reached about $52 billion by end-June, up from roughly $15 billion a year earlier, and its credit default swaps now imply a 62 percent probability of default within five years. J.P. Morgan and Goldman Sachs upgraded the stock, and five-day net purchases of its shares set a record, but investors say a neocloud deal would now…