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.
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CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
Fed-and-SEC desk, TradeNews USA (2026-10-29): 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).