“Bond prices are lower, spreads are wider, yields are wider, and I don't see a huge fundamental change in the ecosystem right now that would warrant that, other than their higher cost of financing, which I think they can get creative with,”

John Lloyd · said date not stated · reported 2026-10-21

Lloyd said he does not see a fundamental change in the ecosystem warranting wider bond spreads and yields, apart from CoreWeave's higher cost of financing.