CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
Published . Updated .
This report is about the broad US market.
Directly affected
Indirectly affected
- DIA SPDR Dow Jones Industrial Average ETF-1.7% 30d
SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.
- QQQ Invesco QQQ+1.7% 18d
Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.
- XLK Technology Select Sector SPDR+9.1% 16d
Technology Select Sector SPDR holds the technology sector that CoreWeave belongs to, so it often moves with news about it.
- PLTR Palantir Technologies+15.2% 30d
Palantir Technologies is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
- ORCL Oracle-8.8% 30d
Oracle is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
- CRWD CrowdStrike Holdings+20.0% 16d
CrowdStrike Holdings is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
- SHOP Shopify+27.7% 30d
Shopify is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
- CRM Salesforce-3.9% 30d
Salesforce is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRWV | -13.06% | -13.69% | base | after close | after close | after close | after close |
| MSFT | -2.00% | +0.06% | base | after close | after close | after close | after close |
| DIANo price data for this ticker | — | — | — | — | — | — | — |
| QQQ | -2.90% | -1.86% | base | after close | after close | after close | after close |
| XLKNo price data for this ticker | — | — | — | — | — | — | — |
| PLTRNo price data for this ticker | — | — | — | — | — | — | — |
| ORCLNo price data for this ticker | — | — | — | — | — | — | — |
| CRWDNo price data for this ticker | — | — | — | — | — | — | — |
| SHOPNo price data for this ticker | — | — | — | — | — | — | — |
| CRMNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations CNBC
Source: CNBC
This story
| Company | When | Move | Status |
|---|---|---|---|
| CRWV | three days earlier | -13.69% | final price |
| CRWV | five days earlier | -13.06% | final price |
| MSFT | three days earlier | +0.06% | final price |
| MSFT | five days earlier | -2.00% | final price |
| QQQ | three days earlier | -1.86% | final price |
| QQQ | five days earlier | -2.90% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought CoreWeave (CRWV), worth $1,001 - $15,000 on 28 Aug 2026. That is 61 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 28 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 30 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 65 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 79 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 28 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 28 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold CrowdStrike Holdings (CRWD), worth $100,001 - $250,000 on 21 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought CrowdStrike Holdings (CRWD), worth $1,001 - $15,000 on 7 Aug 2026. That is 82 days before publication. Filed 10 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations” scores 12 out of 100. The score uses 1 sources.