Today: 7 February 2026
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Cloud Computing News 1 February 2026 - 6 February 2026

Amazon’s $200bn AI spending plan spooks investors as AWS runs into Europe power grid delays

Amazon’s $200bn AI spending plan spooks investors as AWS runs into Europe power grid delays

Amazon shares fell 7% to $206.31 Friday after the company projected $200 billion in capital spending for 2026, up sharply from $131 billion in 2025. AWS cited multi-year waits for power-grid connections in Europe as a key obstacle to data center expansion. Investors questioned whether heavy AI and cloud outlays will deliver returns quickly.
6 February 2026
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Atlassian stock price slips in premarket after earnings; TEAM eyes cloud-growth slowdown and fresh target cuts

Atlassian stock price slips in premarket after earnings; TEAM eyes cloud-growth slowdown and fresh target cuts

Atlassian shares fell 6.3% to $98.41 in premarket trading after reporting fiscal Q2 revenue of $1.586 billion and a GAAP net loss of $42.6 million. Several brokers cut price targets following the results. Cloud revenue rose 26% to $1.067 billion, but guidance points to slower growth ahead. The stock is down over 66% in the past year.
6 February 2026
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Amazon earnings today: AWS cloud growth under the microscope after Microsoft’s $500B wipeout

Amazon earnings today: AWS cloud growth under the microscope after Microsoft’s $500B wipeout

Amazon will report fourth-quarter results Thursday, with analysts expecting AWS revenue near $35 billion, up about 21% year-over-year. Investors remain cautious after Microsoft’s Azure slowdown erased $500 billion in value from Microsoft shares. Amazon projects net sales between $206 billion and $213 billion for the quarter. Wall Street eyes Amazon’s spending on AI infrastructure and its impact on margins.
5 February 2026
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Microsoft stock ends higher as software selloff deepens; traders weigh Azure outages and AI spend

Microsoft stock ends higher as software selloff deepens; traders weigh Azure outages and AI spend

Microsoft shares closed up 0.6% at $413.56 Wednesday, outperforming a sharp sell-off in software stocks. Short interest in Microsoft rose about 20% over the past week, and options activity stayed defensive. Traders watched for fallout from a multi-region Azure outage linked to a storage policy change. Key U.S. economic data releases were delayed after a brief government shutdown.
4 February 2026
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AT&T stock rises on Amazon cloud-satellite tie-up as traders eye fiber rollout

AT&T stock rises on Amazon cloud-satellite tie-up as traders eye fiber rollout

AT&T shares rose 1.5% to $27.22 after announcing a deeper partnership with Amazon Web Services to move network workloads to the cloud and expand broadband via Amazon’s satellites. The move follows AT&T’s $5.75 billion acquisition of Lumen’s fiber business, adding over 1 million subscribers. Wall Street awaits cost details, with more information expected at Mobile World Congress in March.
4 February 2026
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Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia is nearing a $20 billion investment in OpenAI, a source said, as the AI firm seeks up to $100 billion at a valuation near $830 billion. Oracle’s stock rose after the company outlined plans to raise up to $50 billion, tied to OpenAI’s data center needs. Cerebras Systems secured $1 billion in funding, reaching a $23 billion valuation, as OpenAI explores chip alternatives.
4 February 2026
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AT&T stock pops as Amazon cloud-and-satellite tie-up puts fiber back in focus

AT&T stock pops as Amazon cloud-and-satellite tie-up puts fiber back in focus

AT&T shares rose 2.1% to $27.39 by midday Wednesday after announcing a connectivity deal with Amazon’s AWS and satellite units. The agreement includes moving workloads to AWS Outposts and expanding fiber links to AWS data centers. Senate scrutiny of telecom security kept pressure on the sector. AT&T stock had closed 2% higher Tuesday, outperforming the broader market.
4 February 2026
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Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Nvidia CEO Jensen Huang confirmed plans to invest in OpenAI’s next funding round, denying reports of tension between the companies. Nvidia shares fell 3.6% and Oracle dropped 4% as investors reacted to uncertainty over OpenAI’s chip and cloud partnerships. OpenAI is testing alternatives to some Nvidia chips for AI inference tasks. Oracle aims to raise up to $50 billion in 2026 to expand data center capacity for OpenAI.
3 February 2026
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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

Microsoft shares fell 1.6% to $423.37 in early Tuesday trading, underperforming tech peers after cloud service disruptions and record AI spending. Azure reported two incidents since Monday, affecting VM management and Managed Identity in multiple U.S. regions. Investors are watching heavyweight earnings and the Feb. 6 U.S. jobs report for the next market move.
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

Microsoft shares fell 1.6% to $423.37 in after-hours trading Monday, down $6.96 from the close. The move follows scrutiny of Microsoft’s surging AI-related capital spending and Azure’s outlook after last week’s earnings. Alphabet and Amazon report results this week. The Bureau of Labor Statistics will not release January jobs data Friday due to the partial government shutdown.
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

SAP shares rose 3.6% to 170.56 euros Friday, partially rebounding after a 16% plunge on Thursday. Trading volume dropped to 5.3 million shares from 15.8 million. The move followed SAP’s guidance warning of slower cloud backlog growth, despite a record €77 billion backlog and a new €10 billion buyback plan. Investors remain focused on cloud metrics ahead of SAP’s Integrated Report on Feb. 26.
1 February 2026
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Stock Market Today

AT&T stock price: T slips after $6.5B bond sale as payrolls, CPI loom next week

AT&T stock price: T slips after $6.5B bond sale as payrolls, CPI loom next week

7 February 2026
AT&T shares closed down 0.7% at $27.13 on Friday, underperforming the S&P 500’s 1.97% gain. The company completed a $6.5 billion global notes sale this week, with maturities from 2031 to 2056 and coupons between 4.4% and 6%. Investors await delayed U.S. jobs and inflation data, along with T-Mobile’s upcoming earnings update.
GE Vernova stock price jumps toward $800 — what to know before Monday trade

GE Vernova stock price jumps toward $800 — what to know before Monday trade

7 February 2026
GE Vernova shares jumped 5.7% to $779.35 Friday after Baird upgraded the stock and the Dow closed above 50,000. The company’s onshore wind unit reported 1.1 GW in U.S. repower orders for 2025, a figure previously disclosed. GE Vernova also completed a $2.6 billion senior notes offering to help fund its Prolec GE stake purchase. Next earnings report is set for April 22.
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