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

2026-10-29 00:16 •
Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.
Read More Here: https://www.cnbc.com/2026/10/28/neocloud-stocks-drop-after-microsoft-revises-capex-down.html