CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
CNBC Markets · Thu, 29 Oct 2026 00:16:39 GMT
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Excerpt from CNBC Markets: “Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.”
Rule-based headline sentiment: Bearish
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