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CoreWeave, Neocloud Leverage a Concern for Gil Luria

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Oct 14th, 2026 CoreWeave, Neocloud Leverage a Concern for Gil Luria Gil Luria, head of technology research at DA Davidson, says CoreWeave is “destroying value at every turn” if the company is “borrowing at 9% and the best return they can get off of that is a 5% return, it doesn’t matter how much they scale.”

Oct 14th, 2026 CoreWeave, Neocloud Leverage a Concern for Gil Luria Gil Luria, head of technology research at DA Davidson, says CoreWeave is “destroying value at every turn” if the company is “borrowing at 9% and the best return they can get off of that is a 5% return, it doesn’t matter how much they scale.”
CoreWeave (ORG) Neocloud (ORG) Gil Luria (PERSON) Gil Luria Gil Luria (PERSON) DA Davidson (ORG)
Originally published by Bloomberg Technology Read original →