According to CNBC, CoreWeave CEO Mike Intrator said the company does not expect the regulatory shift following the midterm elections to affect its expansion plans. “We do not anticipate any impact from the seismic regulatory shift that's occurred,” Intrator said on the company’s earnings call. CoreWeave reported 168% year-over-year revenue growth, beating estimates, and raised its 2026 forecast. It still expects to have 1.85 gigawatts of active power by the end of 2026 and now targets $37 billion to $39 billion in full-year capital expenditures, a 155% increase at the midpoint. Analysts polled by Visible Alpha expected $37.69 billion in capital expenditures. Shares rallied in extended trading after falling 40% over the past month.