SignalTech/AI
CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
Microsoft capex below expectations triggered neocloud stock declines including CoreWeave.
Context
What happened: Shares of CoreWeave, Nebius and IREN fell after Microsoft's capex came in below expectations.
Why it matters: The lower capex figure points to infrastructure partners taking longer to deliver capacity, according to the report.
Coverage: 4 outlets in 24h
What changed
Shares of CoreWeave, Nebius and IREN fell after Microsoft's capex came in below expectations.
Why it matters
The lower capex figure points to infrastructure partners taking longer to deliver capacity, according to the report.
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Oct 29, 2026 08:06 AM ET