CoreWeave's Data Center Delay

And, Paramount's merger savings.

November 11, 2025

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Today is Tuesday, November 11, 2025.

The Early Bird Index today is 86.11.

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CoreWeave's Data Center Delay

Despite posting good financial results on Monday, the AI cloud computing company CoreWeave $CRWV ( ▲ 1.54% ) fell 6.02% in after-hours trading.

Financials: CoreWeave reported a loss of 22 cents per share in the past quarter and revenue of $1.36 billion. Both were better than expected.

Details: The company’s revenue backlog grew to $55.6 billion, a testament to CoreWeave’s position in the important AI industry.

Powering the Story: CoreWeave lowered its financial outlook on Monday after revealing it is facing delays in delivering capacity due to problems involving a third-party data center partner. This caused the stock to fall.

Early Bird’s Nest Egg Gains: CoreWeave’s data center delay should be a moderate, not existential, long-term concern for investors. The company’s management and affected customers have adjusted delivery schedules to preserve contract value, and CoreWeave expects most delays to be resolved by early 2026.

Final Thoughts: This was a setback for CoreWeave. The stock had been up 164% since going public this year. 

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Notables

Notable Earnings Today: Sea Limited (NYSE: SE), Oklo (NYSE: OKLO), CAE (NYSE: CAE), Amdocs (Nasdaq: DOX), BrainsWay (Nasdaq: BWAY), Ceragon Networks (Nasdaq: CRNT), Consolidated Water (Nasdaq: CWCO), Endava (NYSE: DAVA), Hesai Group (Nasdaq: HSAI), Intrusion (Nasdaq: INTZ), LightPath Technologies (Nasdaq: LPTH), Pixelworks (Nasdaq: PXLW), Proficient Auto Logistics (Nasdaq: PAL), SFL Corp. (NYSE: SFL).

Notable IPOs Today: Caring Brands, Inc. Common Stock (Nasdaq: CABR), Chenghe Acquisition III Co. Class A Ordinary Share (Nasdaq: CHEC), Evolution Global Acquisition Corp Units (Nasdaq: EVOXU).

Notable Equity Crowdfunding Campaigns Ending Today: GACW (StartEngine).

Notable Economic Events Today: N/A.

Paramount's Merger Savings

The first financial report for Paramount Skydance $PSKY ( ▲ 0.99% ) since the merger included lower-than-expected revenue, but the stock still jumped 6.56% in after-hours trading on Monday.

Financials: Paramount reported $6.7 billion in revenue in the past quarter, which was lower than expected. It also reported a loss.

Powering the Story: Despite the loss, investors were pleased that Paramount also announced on Monday that it anticipates $1 billion more in merger savings than what was previously expected. The company also announced new divestitures in South America.

Final Thoughts: Believe it or not, the stock is up over 29% since the merger this past summer.

BigBear.ai Buys Ask Sage

The AI company BigBear.ai Holdings $BBAI ( ▲ 0.53% ) jumped 12.42% in after-hours trading on Monday after posting strong financial results and announcing an acquisition.

Financials: BigBear.ai reported a loss of 3 cents per share in the past quarter and revenue of $33.1 million. Both were better than expected.

Powering the Story: The company also said it is acquiring the AI platform Ask Sage.

Final Thoughts: BigBear.ai, already up 38% in 2025, is having a good year.

Where’s the Beef (Profit): Wendy’s to close hundreds of US stores in bid to halt falling profit (Associated Press)

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.