BEFORE THE OPEN · November 11, 2026
CoreWeave earnings revive AI demand hopes before the open — November 11, 2026
CoreWeave jumps 16.95% after stronger revenue and a higher outlook. Nebius earnings are the next AI cloud test, while inflation and financing costs remain risks.
| Stock | Premarket move | Price | Quote time · ET |
|---|---|---|---|
| CoreWeave, Inc. Class A Common Stock (CRWV) | +16.95% | $56.99 | |
| Nebius Group N.V. (NBIS) | +14.40% | $153.29 | |
| Coherent, Inc. (COHR) | +9.11% | $234.22 | |
| Lumentum Holdings Inc. (LITE) | +8.88% | $637.55 | |
| Bloom Energy Corporation (BE) | +8.65% | $201.45 | |
| Incyte Corporation (INCY) | -3.57% | $116.00 | |
| Regeneron Pharmaceuticals, Inc. (REGN) | -3.17% | $887.00 | |
| TKO Group Holdings, Inc. (TKO) | -2.51% | $194.21 | |
| Arch Capital Group Ltd. (ACGL) | -2.33% | $106.60 | |
| Charter Communications, Inc. (CHTR) | -2.30% | $130.97 |
1) AI demand brings buyers back
November 11, 2026 · Before open. Moves are versus the previous regular close. CoreWeave gained 16.95% after its November 10 earnings release, helping revive confidence in AI infrastructure spending. QQQ rose 1.88% and SPY gained 0.86%, showing stronger demand for technology shares than for the broader market.
2) CoreWeave grows, but funding still matters
For the quarter ended September 30, CoreWeave reported revenue of $3.661 billion and raised its 2026 revenue outlook to $13.0–$13.3 billion. That strengthens the case that demand for rented AI computing is turning into sales. The company still lost $709 million under standard accounting rules. Its $37–$39 billion capital-spending outlook shows how much investment is required before that growth can reward shareholders.
3) Nebius is the next company-specific test
Nebius rose 14.40%. It has confirmed third-quarter results for November 12 before the open. Investors can compare revenue growth, capacity expansion and funding needs with CoreWeave’s report; that comparison will show whether sector optimism is supported by Nebius’s own progress.
4) Selected pre-market prices
Company · Price · Change CRWV · $56.99 · +16.95% NBIS · $153.29 · +14.40% COHR · $234.22 · +9.11% LITE · $637.55 · +8.88% BE · $201.45 · +8.65% INCY · $116.00 · -3.57% REGN · $887.00 · -3.17% TKO · $194.21 · -2.51% ACGL · $106.60 · -2.33% CHTR · $130.97 · -2.30%
5) The next decisions to watch
MSCI plans to announce index changes after the close on November 11, with implementation at the November 30 close. Inclusion can attract purchases by index-tracking funds, while removal can create selling pressure; the actual lists matter. Producer-price inflation is scheduled for November 13 before the open. Stronger inflation could keep borrowing costs high, a particular challenge for companies building expensive data centers.