jain.com

Q3 capital expenditure guidance

Company: CoreWeave

Subject kind
guidance
Statement date
2026-09-21
Promised by
2026-09-30
Current status
outcome unconfirmed

What the later record shows

Outcome not yet confirmed

The passages give full-year 2026 capex guidance of $35-39 billion and Q2 capex, but none gives actual Q3 capex. The Q3 report was still pending in the evidence.

“CoreWeave is expected to report its results for fiscal Q3 2026, the July to September quarter, on or around November 11, 2026.”
2026-10-20 · What Is The Case For Waiting On CoreWeave Stock? - Yahoo Finance View cached copy (2026-10-25)Live source ↗Archive.org ↗

Checked November 10, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.

The claim, verbatim

Expects to spend $11.5-$13.5 billion on capital expenditure in third quarter

Source (primary)

Nebius vs. CoreWeave: Which AI Cloud Stock Is the Better Buy? - Yahoo Finance (-, news_article)
View cached copy (2026-09-23)Live source ↗

Quote: “It expects to spend $11.5-$13.5 billion on capital expenditure in the third quarter”

How we checked this

Checked on October 2, 2026. The cited source supports every part of this claim.

The article states that CoreWeave expects third-quarter capital expenditure of $11.5-$13.5 billion.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/nebius-vs-coreweave-ai-cloud-144900272.html) in full (18,146 characters, retrieved September 23, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Nebius vs. CoreWeave: Which AI Cloud Stock Is the Better Buy? - Yahoo Finance

Quote: “It expects to spend $11.5-$13.5 billion on capital expenditure in the third quarter”

View cached copy (2026-09-23)Live source ↗

Record of changes

September 23, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 1, 2026 — outcome unconfirmed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.