Markets·October 19, 2026 at 6:06 PM EDT·1 source
Alger’s Crawford: There’s Skittishness in the Market
CRWV -2.5%INTC
CRWV · last 30 trading days-11.3% since the news
News
What happened
- Ankur Crawford said market nervousness around AI, including concerns tied to CoreWeave, does not reflect underlying adoption and infrastructure demand.
- Crawford said AI investment returns will take time, with debt and supply-chain bottlenecks among the challenges.
Why it matters
The comments highlight a gap between AI-related stock performance and operating fundamentals, relevant to technology investors assessing adoption, infrastructure demand and financing risks.
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Timeline
- EarlierOct 19Stocks making the biggest moves premarket: Cleveland-Cliffs, Intel, Datadog, Amazon & more
- EarlierOct 19Here are Monday's biggest analyst calls: SpaceX, Nvidia, Apple, CoreWeave, Amazon, Meta, Eli Lilly & more
- First reported by BloombergOct 19Alger’s Crawford: There’s Skittishness in the Market
Who is involved
Alger’s Crawford: There’s Skittishness in the MarketAlgerCoreWeaveCRWVIntelINTCAnkur Crawford
CompanyPerson
Sources (1)
- BloombergOct 19Alger’s Crawford: There’s Skittishness in the Market
Related
- 16h · How a Blackstone-led $2.3B private credit loan to CoreWeave in 2023 became a blueprint for chip-backed debt, which is on track to become a $1T market (Bloomberg)
- Yesterday · A Neocloud’s Gathering Storm
- Oct 23 · Turmoil hits AI buildout as neoclouds face pressure, credit risks mount and Solidigm pulls IPO
- Oct 22 · SpaceX $40 billion debt deal gets pricey as AI fears spread
- Oct 19 · Stocks making the biggest moves premarket: Cleveland-Cliffs, Intel, Datadog, Amazon & more
- Oct 19 · Here are Monday's biggest analyst calls: SpaceX, Nvidia, Apple, CoreWeave, Amazon, Meta, Eli Lilly & more
Read more on YouBank
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