---
title: What Do CoreWeave and Bear Stearns Have in Common?
description: "The Point #54: CoreWeave's spreads have blown past 1,000bp while Alphabet's and Microsoft's barely moved. Tightening is sorting the AI build-out by balance sheet."
---

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 October 22, 2026

# What Do CoreWeave and Bear Stearns Have in Common?

 By   Steven Wieting & David Bailin  ·   1 minute read

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