道琼斯指数11月10日（周二）收盘下跌156.67点，跌幅0.30%，报52233.08点； 标普500指数11月10日（周二）收盘下跌28.99点，跌幅0.38%，报7520.95点； 纳斯达克综合指数11月10日（周二）收盘下跌187.26点，跌幅0.74%，报25065.87点。

CoreWeave reported Q3 revenue up 167% YoY to $3.66bn vs. $3.55bn expected; adjusted loss per share $1.27 vs. $1.46 expected. The company raised full-year revenue guidance to $13.0–13.3bn from $12.4–13.2bn. Shares jumped as much as 8.7% in after-hours trade, later trimming gains to about 2%; the stock fell >40% over the past month and is down 32% YTD. CoreWeave faces heavy leverage — debt exceeded $50bn at end-June and its 2030 notes yield roughly 15.2%. Management says capex is tied to signed customer contracts and supported by customer prepayments, and that current backlog can cover debt obligations. Microsoft has said some emerging cloud providers’ data center projects are delayed and under tighter oversight; several officials elected in the US midterms have signaled intentions to slow or block data center builds, raising sector expansion uncertainty. CoreWeave plans to broaden revenue via new services and Asia expansion.

ANTHROPIC said its internal estimates indicate the pace of AI capability gains could accelerate further.