https://corevaluequest.com/2026/11/11/coverage-brief-2026-11-11/ 2026-11-11T07:00:00Z CoreValue Research en CoreWeave raises its 2026 guide, and its interest bill still runs ahead of its operating profit 2026-11-11T07:00:00Z Blog https://corevaluequest.com/2026/11/10/microsoft-fy-1q27-azure-nears-50-growth-as-microsoft-squeezes-more-from-its-existing-fleet/ 2026-11-10T21:40:09Z CoreValue Research en Microsoft FY 1Q27 - Azure Nears 50% Growth as Microsoft Squeezes More From Its Existing Fleet 2026-11-10T21:40:06Z Blog https://corevaluequest.com/2026/11/10/earnings-radar-2026-11-10/ 2026-11-10T07:00:00Z CoreValue Research en Constellation closed +10.46% on a raised guide; The Trade Desk's flat quarter went from +27% after hours to −7.03% before the open. Next: CoreWeave tonight, then Nebius, Cerebras, Cisco and Applied Materials on Thursday 2026-11-10T07:00:00Z Blog https://corevaluequest.com/2026/11/10/coverage-brief-2026-11-10/ 2026-11-11T10:00:16Z CoreValue Research en Anthropic sets its IPO range at $70–78, and its suppliers buy a third of the new money 2026-11-10T07:00:00Z Blog https://corevaluequest.com/2026/11/09/coverage-brief-2026-11-09/ 2026-11-09T12:31:50Z CoreValue Research en Taipei rebounds 4.94% on the first day of its short-selling limits, and the AI trade heads into a week of CoreWeave, Nebius and CPI 2026-11-09T07:00:00Z Blog