Paul Meeks

“The yields have blown out because there's just more and more concern — that I don't share — about the wherewithal of these guys [being] able to over time pay back their interest expense,”

Paul Meeks · said date not stated · reported 2026-10-14

Meeks said CoreWeave's balance sheet is relatively bad compared to peers due to more borrowing and data center construction.

“It's definitely not a deteriorating situation,”

Paul Meeks · said date not stated · reported 2026-10-14

Meeks added that CoreWeave's situation is not deteriorating despite blown-out yields.

“Maybe it's not improving, and I didn't really expect it to improve until these data centers get up and running.”

Paul Meeks · said date not stated · reported 2026-10-14

Meeks said he did not expect margins to improve until CoreWeave's data centers are up and running.