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Gary Marcus:The Road to AI We Can TrustUpdated Oct 25 23:40

Gary Marcus: CoreWeave stock has fallen more than 50% in six months

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Gary Marcus pointed out that CoreWeave's stock price has fallen more than 50% over the past six months, even though no one in the tech industry wants it to collapse. He posted the stock price trends for the past six months and the past week, and said that a rally on Monday of this week came from a group of people hyping the stock on television.

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The article uses CoreWeave's stock price drop of more than 50% over the past six months as an entry point, presenting an observational sample of AI compute providers coming under pressure in the capital markets.

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All the king’s horses and all the king’s men haven’t been able to put CoreWeave back together again

Nobody in the tech industry wants to see them collapse, but the stock has dropped over 50% in the last six months, anywayGary MarcusOct 22, 2026

Here’s CoreWeave’s stock price over the last six months:

and zooming in on the last week.

The blip where it went up comes from Monday, when a bunch of people went on television and hyped the stock.

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Gary Marcus:The Road to AI We Can Trust