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 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 the full article:** [CNBC](https://www.cnbc.com/2026/10/28/neocloud-stocks-drop-after-microsoft-revises-capex-down.html) *This article was originally published by CNBC. MoneyWiseInc provides expert curation of the best financial content from trusted sources.*