Rohan Paul (@rohanpaul_ai)T2·Infra
78 pts
CoreWeave's CEO told CNBC that most of its Texas capacity is already online or permitted, so the Democratic midterm sweep will not dent its $132.5B backlog. Q3 revenue reached $3.66B, up 168%, with 2026 guidance raised to $13.0B-$13.3B. Yet interest expense climbed to $846M against 2026 capex of $37B-$39B, making cash the tighter constraint.