CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.
CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
Briefing desk at Markets Brief (2026-10-28): Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity. Primary source: original at CNBC Top News (cnbc.com).