AI infrastructure stocks are getting crushed, and Wall Street is starting to panic. CoreWeave (CRWV) is at the center of the sell-off after its bond yields briefly surged to 15%, sparking fears of a potential bankruptcy. But with over $104 billion in contracted backlog and AI computing demand continuing to explode, is the market overlooking a massive buying opportunity? The sell-off is spreading across the AI infrastructure sector, hitting stocks like Nebius (NBIS), Applied Digital (APLD), and NVIDIA (NVDA). Investors are increasingly concerned about rising debt, higher interest rates, and the enormous costs of building AI data centers. But here's the big question: Is the AI infrastructure boom actually slowing down, or is Wall Street confusing financing risks with weakening AI demand?
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