CoreWeave set off a wave of anxiety — but Wall Street’s dire prognosis is premature Opinion: CoreWeave set off a wave of anxiety — but Wall Street’s dire prognosis is premature Stop listening to market pundits and start looking at market performance CoreWeave’s problems might be just that: its own. week, CoreWeave sneezed, the market caught a cold, and everyone became a doctor delivering a diagnosis: Either the patient is going to die or become stronger than ever. What happened is one of Wall Street’s most predictable shows. The market blip was followed by extreme points of view that investors should neither fully heed nor trust.
I’ll be blunt: It’s not that these loud voices aren’t experts — they are. It’s just that they’re experts in running their own books. Copyright ©2026 MarketWatch, Inc.
All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 Treasury yields log biggest drop since the 2023 banking crisis. The U.S. stock market is fracturing into two camps, and it’s leaving investors with a brutal case of whiplash Is getting a wedding band from Quince a bad idea? It’s a third of the price of a local jeweler. 3 big reasons Micron and other chip stocks fell hard on Thursday David Weidner writes about markets, money and the stories behind them.
He is the founder of CapitAI, a Substack publication that publishes the CapitAI Index — a quarterly measure of AI adoption among publicly traded companies. His work has appeared in MarketWatch, the Wall Street Journal, McKinsey Quarterly, the Deal and American Banker. Intraday Data provided by FACTSET and subject to terms of use.
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