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Shares of CoreWeave, Nebius and IREN fell after Microsoft reported capital expenditure below expectations on October 28, 2026. CNBC Top News reported that the lower figure suggests infrastructure partners may take longer to deliver computing capacity. The headline material gave no further figures on the share price moves or on the size of Microsoft's capital spending.

Sources:CNBC Top News

1 outlet · 1 article · first seen Oct 28, 10:00 PM ET

What this touches in markets

Stored closes for the instruments tied to this story's tags and places, with their dates.

  • CRWV closed at 63.93, up 7.32%, on 2026-10-28. Listed for: ticker the story is tagged with.
  • XLK closed at 191.00, up 0.80%, on 2026-10-28. Listed for: Technology sector ETF.

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