GMI Cloud CEO Alex Yeh called CoreWeave’s bond yield of around 15% «insane» on October 16, 2026, highlighting an 11-plus percentage point gap with his own company’s 3.45% Taiwan dollar loan. CoreWeave carries approximately $52 billion in debt and lease obligations, with second-quarter interest expenses around $640 million. The stock fell 15.5% on October 14, 2026, closing at $65.78. Elon Musk reacted on social media with a single «yikes», while CoreWeave is now seeking investment-grade ratings on its chip-backed debt to unlock cheaper capital from insurers. The company’s contracted backlog exceeds $100 billion, though analysts remain divided on whether this cushion can prevent further turmoil.
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