CoreWeave, X-energy Earnings Nov 9-13: AI Hardware and Energy Week Ahead

CoreWeave, X-energy and Siemens Energy report between Nov. 10 and Nov. 12, while NRC and New Jersey data-center power deadlines fall due, so the week tests how AI demand reaches power supply.

This is the follow-up to our Nov. 1 look at the AMD, Talen and Vistra week. Every date below comes from a company or regulator page we opened, except where marked expected, and none of these events has happened yet.

Monday, Nov. 9: NRG, Constellation and the Senate

NRG Energy said on Oct. 26 that it plans to report third-quarter results on Monday, Nov. 9, with a call and webcast at 8 a.m. EST (13:00 UTC).

Constellation's investor-relations events page lists its third-quarter call for the same day. We could not open that page from our systems, so treat the date and time as expected rather than confirmed. The context is nuclear: Constellation targets a 2027 restart of the 835 MW Crane Clean Energy Center for Microsoft, Amazon's Calvert Cliffs deal covers 690 MW, and DOE offered Constellation up to $5 billion for uprates at eight plants.

Roll Call reported on Oct. 22 that the Senate's procedural vote on the bipartisan permitting bill is also set for Nov. 9 and needs 60 votes to advance. The vote has not taken place; we cover what the revised bill text changes.

Tuesday, Nov. 10: TSMC, CoreWeave and North Anna

TSMC's financial calendar lists its October 2026 monthly revenue report for Nov. 10 at 13:30 Taipei time. For packaging pricing, see our report that TSMC reportedly weighs a CoWoS price rise of up to 20%, which the foundry has not confirmed.

CoreWeave said on Oct. 27 that it will hold its third-quarter 2026 call on Tuesday, Nov. 10 at 5 p.m. Eastern (22:00 UTC). Its capacity build is the thread to follow; CoreWeave said most of a planned 22.5 MW was online in Copenhagen.

The same day, hearing requests on Dominion's North Anna early site permit renewal are due at the Nuclear Regulatory Commission (NRC), according to the Federal Register notice of Sept. 11. Our earlier story covers the Amazon-Dominion SMR MOU and the Nov. 10 deadline, and the NRC's new hearing rule may skip North Anna.

Wednesday to Friday: Siemens Energy, X-energy, Enchanted Rock and New Jersey

Siemens Energy said on its Sept. 30 pre-close call that it plans to publish fourth-quarter and fiscal 2026 results on Wednesday, Nov. 11 at 7 a.m. CET, with a webcast at 10 a.m. CET. Gas turbines are the link to data centers: FirstEnergy reserved Siemens turbines for a 1.2 GW West Virginia plant.

X-energy said on Oct. 30 that it will report third-quarter results before the market opens on Thursday, Nov. 12, with a webcast and call at 8 a.m. ET (13:00 UTC). We reported that X-energy picked Fluor for Cascade nuclear-island engineering, and that the NRC issued a final safety evaluation for the 320 MWe Long Mott project.

Enchanted Rock, an on-site power provider, said it will issue third-quarter results before the market opens on Nov. 12, with a call at 8:30 a.m. Eastern.

The New Jersey Board of Public Utilities set 5 p.m. on Friday, Nov. 13 (22:00 UTC) as the deadline for written responses to its request for information on a large data-center tariff under the Data Center Fair Share Act.

Sunday, Nov. 15: SC26

SC26, the supercomputing conference, runs Nov. 15 to 20 in Chicago, according to the organizers.

What is not confirmed yet

Dates can move, and we have read no result. An earnings date says nothing about guidance, capex or contract terms; those arrive only with the releases. Constellation's call date is unverified on its own page, and the Senate vote date rests on Roll Call's October report. We will report the outcomes when they are published.