A viral chart of CoreWeave's bonds and a hotter-than-expected inflation report sent the Nasdaq to its worst week since June. Here is why AI's most indebted companies sold off first, and what the filings show.
As mortgage rates reached 7.40%, Hunterbrook said Lennar sold hundreds of homes to its spinoff Millrose, and Berkshire disclosed $192.6 million more of Lennar stock.
Anthropic's leaked prospectus, OpenAI's shelved model and Cerebras' slide below its IPO price made the case for and against an AI bubble in a single week. The filings show where the money is going.