Shares of neocloud companies like CoreWeave and Nebius fell after Microsoft reported lower-than-expected capital expenditures, suggesting delays in data center capacity expansion. Despite a 30% increase in Microsoft's capex to $45.2 billion, it missed analyst estimates, raising concerns about the pace of infrastructure buildouts crucial for AI growth. This follows broader market worries about rising interest rates making debt financing costly for neoclouds, with experts predicting many may fail or be absorbed by 2030. However, some recovery signs emerged as CoreWeave's stock rebounded recently, supported by positive analyst outlooks and Oracle's strong revenue forecast.
CoreWeave's market cap stands at $32.86 billion with a high volume of 53,151,279 shares traded as of Oct 29, 2026 04:31 WIB, showing strong buying interest on Pluang with 98% of orders as buys. Microsoft, with a massive $3.95 trillion market cap, saw its shares rise 3.62% on the day, while Oracle's shares jumped nearly 7%, supported by a $395.70 billion market cap and a dividend yield of 1.53%. These figures highlight active investor engagement in neocloud and related tech stocks despite concerns over capex and infrastructure delays.
CoreWeave's stock fell 31% in the past month due to investor concerns over its rising debt and negative cash flow as it expands GPU capacity for AI workloads. Goldman Sachs projects CoreWeave's debt could reach $100 billion by 2028 and expects free c...
CoreWeave, a fast-growing cloud company specializing in GPU rentals for AI, has reached $5 billion in annual revenue but faces rising interest expenses that outpace its operating income. With $51.6 billion in debt and growing quarterly interest costs...
CoreWeave and Nebius both face more demand for GPUs than they can supply but finance their growth differently. CoreWeave relies heavily on debt, with a debt-to-equity ratio of 8.94 and rising interest expenses, risking financial strain if credit tigh...
CoreWeave, Inc.'s stock has fallen about 60% from its May highs due to growing concerns over its large debt load, which stands at $35.1 billion with total obligations estimated at $51 billion. This heavy debt raises serious questions about the compan...
CoreWeave has launched its first data center in Denmark and is expanding its AI cloud network across seven countries, boosting its stock by 4%. This expansion strengthens CoreWeave's global presence with nine European data centers and new network poi...
