Thu, Oct 29 12:48 AM

CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations

CNBC•Thu, Oct 29, 2026, 12:16 AM•2 min read

Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.

Source: [CNBC](https://www.cnbc.com/2026/10/28/neocloud-stocks-drop-after-microsoft-revises-capex-down.html)

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