"Anthropic Q3 revenue was a big miss - $16.8bn for the quarter vs $5.4bn implied monthly run-rate for July (which was reported in Aug), implying close to 0 growth in August and September. This has weighed heavily on sentiment, as a key pillar of the AI investment thesis is the ARR growth trajectory of frontier models. The funding stress facing Coreweave and the neocloud ecosystem are further exacerbating concerns." - Goldman Asia S&T(Historical earnings: For 2026Q1 (period ended 2026-03-31), CoreWeave reported basic EPS of -1.4, diluted EPS of -1.4, and net income of USD -0.740 billion. In the prior-year period (2025Q1), basic EPS was -1.4, diluted EPS was -1.49, and net income was USD -0.315 billion. For full-year 2025, basic EPS was -2.75, diluted EPS was -2.81, and net income was USD -1.167 billion, compared with full-year 2024 basic EPS of -4.3, diluted EPS of -4.3, and net income of USD -0.863 billion. Consensus expectations: For 2026Q2 (event date 2026-08-11), consensus EPS estimate is -1.24 and revenue estimate is USD 2.611 billion. For 2026Q3 (event date 2026-11-11), consensus EPS estimate is -1.57 and revenue estimate is USD 3.611 billion. For 2026Q4 (event date 2027-02-26), consensus EPS estimate is -0.551 and revenue estimate is USD 4.781 billion.)