CoreWeave surged about 14% premarket after Q3 revenue of $3.66B rose 168% year over year and beat the ~$3.55B consensus, with a narrower-than-expected adjusted loss of $1.27 per share. Management raised full-year 2026 revenue guidance to $13.0B-$13.3B, cited a record $132.5B backlog, said it will not tap unsecured debt markets at current yields, and expects adjusted profitability in the first half of 2028. The beat lifted AI infrastructure names across the board, with Nvidia up ~5% premarket.
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