Catalyst

CRWV earnings

Nov 11, 2026

CRWV earnings — 2026-11-11

Scheduled earnings event auto-generated from the market-engine calendar cache.

When the report lands, flip status: scheduled → captured and write the reaction / coverage prose in the body. Structured numbers land automatically from the desk's earnings series; do not hand-append numeric fields to extensions:.

8 events

DateTypeEvent

Oct 16 tweetMarkos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names Oct 16 Market BriefThe AI Trade Sold as One; Oil and Staples Took the Money Oct 16 ArticleMoney Has Left AI for Oil and Staples Since October 8; Friday It Took Software Too Oct 15 tweetMarkos (AAIG) — neocloud returns now come down to yield on cost vs. 6–9% financing; watch dollar-per-megawatt pricing Oct 15 tweetKawzInvests — CoreWeave pays about 8.4% blended, not 15%; the real risk is the next financing Oct 14 Market BriefHot CPI, Distressed CoreWeave Debt, and a 0-for-10 Neocloud Day Oct 9 tweetSemiAnalysis — rising H100 rents break the depreciation curve lenders underwrite, with $7T of debt coming Oct 9 ArticleAI Money Bought Running Power Plants and Sold the Build-Out

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