#CoreWeaveJumps10%On168%RevenueGrowth
💸 $38B to Spend, No New Unsecured Debt. How CoreWeave Pays

After the rally, the test is funding: CoreWeave says customers and contract-backed loans will carry the build.

📊 2026 capex guide raised to $37-39B
🏦 Debt ex-leases $46.9B, doubled in 9 months
📈 ~$9B of customer prepayments due in 3 months
📅 Under $5B new parent capital through 2027
⚠️ Up to 35M new shares via an ATM program

Watch next: Q4 interest of $1.05-1.15B.

$9B in prepayments by February, or share sales first? 👇

$BTC
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