CoreWeave slides as Microsoft flags GPU supplier delays into 2027

CoreWeave (CRWV), whose debt has grown far costlier to insure against default, fell almost 5% after hours on Wednesday October 28 when Microsoft's spending came in below forecasts. Microsoft finance chief Amy Hood said outside GPU suppliers had delays that push some capacity into the first half of 2027. She named no one, but Microsoft is a top CoreWeave customer.