🔴 Nebius Group is trading 6% down in after-hours trading after Microsoft capex fell short of estimates

Nebius Group is trading at $161.61, down 6.04% versus the regular-session close after Microsoft’s quarterly capital spending came in below estimates; its CFO cited delayed third-party capacity deliveries. - Microsoft reported $45.2 billion in quarterly capex and finance leases, below the $50.7 billion estimate. - The delays raised concerns about AI infrastructure expansion timing and affected neocloud providers, including Nebius. - Supplied price context shows a 5.68% regular-session decline on October 29.