CoreWeave reports third-quarter results on Tuesday, November 10, Nebius on Thursday, November 12, and OpenAI holds a live cyber keynote the same Thursday. By our count, seven AI events have a date between Monday, November 9 and Friday, November 13; six are scheduled by the company or organiser and one, Anthropic’s IPO roadshow, is reported but not confirmed.
Each line below gives the date, the source of the date and the figure we compare the event against, taken from our earlier reporting. Times are converted to UTC where the source gives one.
Business Pill · Capex and Depreciation
An evergreen Business Engineer explainer on how capital spending is spread over the life of an asset. It teaches the general idea only and does not discuss any company or event named here.
The key insight: By our count, seven AI events have a date between November 9 and November 13: six scheduled by the company or organiser, and one, Anthropic’s IPO roadshow week, reported but not confirmed.
Nvidia AI Day Seoul. Nvidia AI Day Seoul 2026 runs on November 9 and 10 at COEX in Seoul, ZDNet Korea reported in its week-ahead briefing (ZDNet Korea). The same briefing reported that the Korea visit of Madison Huang, Nvidia’s senior director for Omniverse and robotics productmarketing, was cancelled, along with her scheduled meeting with Korea’s science minister. According to ZDNet Korea, the first day includes sessions by Samsung Electronics, SK hynix and LG Electronics.
Anthropic’s IPO roadshow. The Information reported on November 6 that Anthropic would proceed with its IPO roadshow next week, which we covered at the time. Reuters, citing four people familiar with the matter, had reported that the roadshow “was originally scheduled to start in the week of November 9, with pricing arrangements to take place the following week.” Anthropic has not announced a date.
The figure to watch is the prediction-market read: Kalshi’s contract on Anthropic confirming an IPO before December 1 last traded at 70 cents on November 8, down from 90 cents on November 6.
Seven dated AI events between Monday, November 9 and Friday, November 13, 2026. Six are scheduled by the company or organiser (teal); the Anthropic IPO roadshow week is reported by The Information and Reuters and not confirmed (ochre, dashed). Starship’s date is ‘as soon as’ November 13, pending regulatory approval. Times in UTC.
Tuesday, November 10
Bitget’s public round for rANT. Bitget’s own notice says a public round for its tokenized asset rANT opens on November 10, with a $25,000 individual maximum, a $200,000,000 cap and a 5% fee, as we reported. Bitget says the asset is “not issued, offered, or managed by Anthropic.”
CoreWeave Q3. According to its date announcement, CoreWeave holds its third-quarter call on Tuesday, November 10 at 5:00 PM Eastern Time, 22:00 UTC. The figure to watch is its own guidance: the $3.525 billion midpoint of its third-quarter revenue guidance, which by our arithmetic is 158% above the third quarter of 2025, and contracted power of 4.2 gigawatts, both in our preview. We have also reported $15 billion of debt due by 2028 and 786 megawatts at two Texas sites.
Thursday, November 12
Nebius Q3. Nebius says it will release third-quarter results on Thursday, November 12 before the US market opens, with a call at 8:00 AM Eastern Time, 13:00 UTC (Nebius). The figure to watch is capital spending: by our arithmetic, Nebius had spent $8.1 billion by June against a reaffirmed full-year guide of $20 billion to $25 billion, as we reported.
OpenAI cyber keynote.OpenAI’s event page lists “Cyber at the Frontier” on November 12 at 10:00 AM Pacific Time, 18:00 UTC, and describes it as “A live keynote introducing OpenAI’s latest cyber products” (OpenAI). We last reported OpenAI’s pricing for GPT-6 Cyber.
Friday, November 13
Starship Flight 15.SpaceX says Starship’s 15th flight is preparing to launch as soon as Friday, November 13, pending regulatory approval, with a window opening at 4:45 PM Central Time, 22:45 UTC, as we reported. It is planned to be the first flight to return both the Super Heavy booster and the Starship upper stage to the launch site for a catch. SpaceX says a successful attempt “will mark the first full recovery of an orbital launch system.”
Other Scheduled Results
The Nasdaq earnings calendar lists Constellation Energy before the US open on November 9, Applied Materials and Cisco after the close on November 12, and Onto Innovation after the close on November 9. In Korea, ZDNet Korea reported that KT reports on November 10 and Naver on November 12.
Our Number
By our count, seven AI events in this note have a date between November 9 and November 13. Six are scheduled by the company or organiser; one, the Anthropic roadshow week, rests on reports by The Information and Reuters.
The Structural Read
As we read the two earnings dates, both neoclouds report against their own yardsticks from our earlier reporting: CoreWeave’s $3.525 billion third-quarter revenue guidance midpoint and Nebius’s reaffirmed $20 billion to $25 billion capex guide.
As we read the Anthropic items, two of this week’s dated entries touch the IPO: the roadshow week reported by The Information and Reuters, and Bitget’s public round for rANT on November 10, which Bitget says is not issued by Anthropic.
As we read OpenAI’s event page, it names the keynote, the date and the time, not the products.
SpaceX
“will mark the first full recovery of an orbital launch system”
Three Implications
FOR COREWEAVE The call on November 10 at 22:00 UTC is measured against its own $3.525 billion guidance midpoint and 4.2 gigawatts of contracted power, from our earlier reporting.
FOR NEBIUS The call on November 12 at 13:00 UTC is measured against $8.1 billion spent by June and a $20 billion to $25 billion full-year capex guide, from our earlier reporting.
FOR ANTHROPIC The roadshow week is reported by The Information and Reuters; Anthropic has not announced a date or a price range.
The analysis says: “This is not a continuation of the cloud capex cycle.”
As we read it, CoreWeave and Nebius sit in the neocloud line of that analysis, and both report this week. The analysis does not discuss these calls.
What Is Not Established
Anthropic has not announced a roadshow date or a price range. Starship’s date is “as soon as” November 13 and depends on regulatory approval. OpenAI’s page names the event but not the products. Earnings dates in the calendar section are from the Nasdaq calendar and ZDNet Korea, not from each company’s own release.
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CoreWeave’s call on November 10 is measured against its own $3.525 billion guidance midpoint, Nebius’s on November 12 against a $20 billion to $25 billion capex guide, and OpenAI holds a cyber keynote the same day. Anthropic’s roadshow week is reported, not confirmed.
A note on sourcing. Dates and times are from CoreWeave’s and Nebius’s date announcements, OpenAI’s event page, ZDNet Korea’s week-ahead briefing (our translation), the Nasdaq earnings calendar and FourWeekMBA’s earlier reporting, read on November 8, 2026. The Anthropic roadshow timing is as reported by The Information and Reuters. The count of seven events is ours. This piece is not investment advice.
Gennaro Cuofano is a CRO and tech executive who has worked in AI since late 2015, starting with bringing NLP, natural-language generation, voice and chatbot products to the marketing industry. His background is in law and finance: he holds a Master's degree in Law and an International MBA with an emphasis on corporate finance (LUISS Business School and the University of San Diego, 2012), and worked as a financial analyst at a real-estate investment firm in San Diego and as an assistant controller. His work focuses on business model strategy, business engineering and, more broadly, structural analysis: how companies make money, read from their own filings. He created FourWeekMBA and leads research there and at The Business Engineer, his newsletter on AI and business strategy, with over 95,000 subscribers and more than 1,000 published analyses. His writing has also appeared on Entrepreneur (for example, How to Digitize a Family Business in Europe) and HackerNoon. Find him on LinkedIn and Substack. See how we source.
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