CoreWeave fell about 9% pre-market to $96 after warning third-party data center developer delays will hurt Q4 results and lowering full-year guidance. The company beat Q3 revenue ($1.36B) and EPS expectations but cited industry-wide supply-chain pressure. Shares have dropped ~20% since Core Scientific shareholders rejected a proposed merger; CoreWeave said the failed deal won’t impede growth and will continue collaborating on ~590 MW of leased capacity while expanding to 2.9 GW of contracted power and launching new Europe projects.

Shares dropped ~9% after the company warned third-party data-center developer delays will hit Q4 and lowered full-year guidance despite beating Q3 revenue and EPS; the stock has also declined ~20% since a rejected merger with Core Scientific. These are concrete, near-term corporate developments likely to move the company’s stock.