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Will the AI credit storm sweep global banks? JPMorgan assesses CoreWeave exposure as manageable, Goldman Sachs backs AI computing returns

Will the AI credit storm sweep global banks? JPMorgan assesses CoreWeave exposure as manageable, Goldman Sachs backs AI computing returns

智通财经智通财经2026/10/20 09:51
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```htmlAccording to Golden Ten Data APP, while stocks and bonds of AI NeoCloud-type listed companies continue to plunge, Wall Street financial giants such as Goldman Sachs and JPMorgan are expressing bullish views and optimistic prospects toward CoreWeave (CRWV.US), the central target of the “AI computing power sell-off storm” and the “AI bubble burst narrative.” On Tuesday, JPMorgan directly stated that most global commercial banks have very limited investment and exposure to CoreWeave, relevant loans are highly collateralized, and are released in strict batches in line with the progress of AI infrastructure projects.```
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华尔街见闻•2026/10/28 23:11
Report: Marvell Technology is about to acquire optical module manufacturer Lumentum, and the deal may be announced as soon as next week