Home › Capital Markets › ReportCapital Markets · ReportCoreWeave and other neocloud stocks drop after Microsoft revises capex downNewswireSlicast · November 2, 2026 at 21:06 UTC · Global · Source: CNBCimportance 81Read the originalShareCompanies in this storyMicrosoft / AzureCapex history →Related reportsCapital MarketsBig Tech AI Capex Hits $730B in 2026, Amazon Raises to $220B2026-11-03Capital MarketsAnthropic posts $17B quarterly revenue but losses continue in fresh IPO filing2026-11-03Capital MarketsLambda Raises Over $1.5 Billion In Series E Funding Led By TWG Global2026-11-03Capital MarketsCoreWeave Stock Hits All-Time Low as Losses Extend to 44% Over the Past Month2026-11-03Capital MarketsCipher Digital shares fell 5% after it missed third-quarter revenue expectations, even as its first high-performance computing lease revenue began to arrive.2026-11-03