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Cloud Computing News 29 January 2026 - 3 February 2026

Microsoft stock price slips early: MSFT hit by Azure glitches as OpenAI spreads across clouds

Microsoft stock price slips early: MSFT hit by Azure glitches as OpenAI spreads across clouds

New York, February 3, 2026, 09:34 (EST) — Regular session underway Microsoft shares dropped 1.6% to $423.37 in early Tuesday trading, pulling back from the open and underperforming some tech peers as investors zeroed in on cloud execution and AI expenses. This shift matters as markets scramble to price in both the potential gains and the costs tied to Big…
3 February 2026
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Microsoft stock slips after-hours as AI spending jitters linger into a big week for cloud peers

Microsoft stock slips after-hours as AI spending jitters linger into a big week for cloud peers

NEW YORK, Feb 2, 2026, 18:06 EST — After-hours Shares of Microsoft Corp slipped 1.6% to $423.37 in after-hours trading Monday, dropping $6.96 from the prior close of $430.33. The stock’s range during the session was $422.34 to $430.60. This shift carries weight since Microsoft ranks among the market’s largest players and signals how far investors will go for the…
3 February 2026
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SAP stock bounces after cloud outlook miss — buyback and backlog now in the spotlight

SAP stock bounces after cloud outlook miss — buyback and backlog now in the spotlight

Frankfurt, Feb 1, 2026, 21:09 CET — The market has closed. SAP shares ended Friday 3.6% higher at 170.56 euros, recovering slightly following a sharp 16% drop the previous day. Trading volume dropped to around 5.3 million shares from about 15.8 million on Thursday, according to price data. (Yahoo Finance) European markets are closed for the weekend, leaving Monday to…
1 February 2026
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Oracle stock drops despite $88 million Air Force cloud award as investors look to a busy week ahead

Oracle stock drops despite $88 million Air Force cloud award as investors look to a busy week ahead

NEW YORK, Feb 1, 2026, 11:42 ET — The market has closed. Oracle shares fell 2.6% on Friday, ending the day at $164.58 despite a U.S. government update revealing new Air Force contracts for its cloud division. In after-hours trading, the stock slipped slightly to $164.03. (Source: Stockanalysis) The Air Force handed Oracle America Inc. an $88,112,197 task order tied…
1 February 2026
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SAP stock price rebounds after cloud outlook shock — what to know before Monday

SAP stock price rebounds after cloud outlook shock — what to know before Monday

FRANKFURT, Jan 31, 2026, 21:28 CET — Market closed. SAP shares in Frankfurt ended Friday up 3.6% at 170.56 euros, after falling 16.1% a day earlier. With markets shut for the weekend, the SAP share price heads into Monday, Feb. 2, still hostage to questions about cloud momentum. (MarketScreener) Thursday’s slide followed SAP’s warning that current cloud backlog growth would…
31 January 2026
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Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

New York, Jan 31, 2026, 13:41 ET — Market closed. Cloud computing stocks head into next week’s U.S. session facing earnings from two major cloud providers along with a crucial jobs report, following a turbulent finish to January that weighed on costly growth names. The First Trust Cloud Computing ETF slipped 2.0% on Friday, ending at $119.13. WisdomTree’s cloud-focused fund…
31 January 2026
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Oracle stock price heads into Monday after $88 million Air Force cloud award and fresh AI product push

Oracle stock price heads into Monday after $88 million Air Force cloud award and fresh AI product push

New York, Jan 31, 2026, 10:46 (EST) — Market closed. Oracle shares (ORCL) slipped 2.6% on Friday, closing at $164.58, then dipped further in after-hours trading to $164.03. (StockAnalysis) With U.S. markets closed for the weekend, Monday’s focus is on whether Oracle’s new contract and two product launches can hold sway amid pressure from a rate-driven tech selloff. The Nasdaq…
31 January 2026
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Microsoft stock heads into Monday on the back foot after Azure jitters and AI spend fears

Microsoft stock heads into Monday on the back foot after Azure jitters and AI spend fears

New York, Jan 31, 2026, 09:32 EST — Market closed. Microsoft Corp shares slipped on Friday, wrapping up a tough week as investors mulled over the company’s recent cloud figures and their implications for its AI investments. Nasdaq The stock’s drop matters now since Microsoft has turned into a key proxy for the “AI trade” bet: it signals whether demand…
31 January 2026
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Google stock (GOOG) flat after hours as Alphabet heads into earnings week, new cloud security deal in focus

Google stock (GOOG) flat after hours as Alphabet heads into earnings week, new cloud security deal in focus

New York, Jan 29, 2026, 17:39 EST — After-hours Alphabet Inc’s non-voting Class C shares (GOOG) climbed 0.7% during Thursday’s regular session, then held steady after hours at $338.66. After-hours trading takes place electronically following the 4 p.m. market close. The stock is entering a packed earnings season for megacap tech, with investors demanding evidence that heavy AI investments are…
30 January 2026
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Nebius (NBIS) stock price drops 7% as Microsoft-led tech rout hits AI cloud names

Nebius (NBIS) stock price drops 7% as Microsoft-led tech rout hits AI cloud names

New York, Jan 29, 2026, 15:52 ET — Regular session Nebius Group N.V. shares dropped 7.4% to $93.01 Thursday afternoon, erasing an early rally that had briefly pushed the stock above Wednesday’s close. The decline hits more than just a single stock. Investors are adjusting their outlook on the “AI buildout” trade following the latest round of Big Tech earnings,…
29 January 2026
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SAP stock dives 12% after cloud backlog jitters; €10 billion buyback doesn’t steady the shares

SAP stock dives 12% after cloud backlog jitters; €10 billion buyback doesn’t steady the shares

FRANKFURT, January 29, 2026, 10:57 CET — Regular session Shares in SAP (SAPG.DE) fell about 12% to around 172 euros in early Frankfurt trade on Thursday, putting Europe’s largest software maker on track for its steepest one-day drop since October 2020. The selloff followed results that met revenue forecasts but missed expectations on cloud backlog and a 2026 cloud revenue…
29 January 2026
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SAP earnings: shares sink on cloud backlog doubts despite €10 billion buyback

SAP earnings: shares sink on cloud backlog doubts despite €10 billion buyback

MILAN, January 29, 2026, 10:09 (CET) SAP shares were poised for their biggest one-day drop since October 2020 on Thursday, plunging 11% by 0852 GMT. Investors zeroed in on a cloud backlog update that missed expectations. Citi analyst Balajee Tirupati said SAP “needed an all-round acceleration” and flagged the update’s “puts and takes,” warning the stock might trail. (Reuters) Walldorf-based…
29 January 2026
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Stock Market Today

  • Bitcoin Falls to $75,000 Amid Tech Sector Sell-Off, Nasdaq Down 2%
    February 3, 2026, 2:42 PM EST. Bitcoin fell 5% to $75,000 amid a broad sell-off in tech and financial sectors, with Ethereum and Solana also down sharply. Major tech stocks including Shopify, Adobe, and Salesforce dropped 7%-12%, dragging the iShares Expanded Tech-Software ETF down 5%, extending losses to nearly 28% since October. Private equity firms like Blackstone and KKR dropped 6%-10%, exacerbated by BlackRock's debt fund markdown of asset values by 19%, signaling tighter liquidity concerns. Digital asset stocks followed the decline, with Galaxy down 18% post-earnings. Bitwise CIO Matt Hougan described the market as in a severe crypto winter comparable to past bear markets but suggested a possible bottom near, marking potential relief after approximately 13 months of downturn.
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