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Cloud Computing 31 January 2026 - 9 February 2026

Amazon Market Value Dips Under $3 Trillion, AWS Expansion Weighed Against Cash Flow Challenges
Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo Global Management is nearing a $3.4 billion loan agreement for an investment vehicle that plans to acquire Nvidia chips and lease them to Elon Musk’s xAI, according to The Information on Monday. Valor Equity Partners is arranging the deal, which could be wrapped up this week, the report said. Apollo would not comment. SpaceX, Nvidia, and xAI didn’t respond to requests for comment.
9 February 2026
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Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud computing names wrapped up Friday in the green, with key cloud ETFs notching gains—First Trust Cloud Computing ETF up 4.4%, WisdomTree Cloud Computing Fund ahead 3.5%, and Global X Cloud Computing ETF climbing 2.2%. Amazon, though, dropped 5.6% as investors balked at the mounting price tag of its AI buildout. Snowflake soared 7.5%, while Microsoft edged up 1.8%.
8 February 2026
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Cloud computing stocks rebounded — but Amazon’s $200 billion spending plan keeps traders on edge

Cloud computing stocks rebounded — but Amazon’s $200 billion spending plan keeps traders on edge

Cloud computing names caught a bid Friday. First Trust Cloud Computing ETF climbed 4.4%, while WisdomTree Cloud Computing Fund tacked on 3.5%. The group’s late-week rally followed a volatile run for tech. Amazon dropped 5.6%. Microsoft managed a 1.8% gain, Alphabet shed 2.5%. Cloudflare and Datadog finished higher.
7 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.com is set to release its earnings later Thursday, with investors closely watching Amazon Web Services following Microsoft’s sharp retreat, which reignited concerns about a broader cloud slowdown. Since Microsoft’s January 28 report, its shares have dropped 14%, erasing over $500 billion in market value. Catalyst Funds CIO David Miller warned, “If it’s the latter, that could carry over.”
5 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 close to finalizing a roughly $20 billion investment in OpenAI during the AI company’s latest funding round, a source familiar with the situation said. The agreement isn’t set in stone yet, even as OpenAI has looked at alternatives to some of Nvidia’s latest chips. That’s despite CEO Sam Altman describing Nvidia’s products as “the best AI chips in the world.”
4 February 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

American International Group

NYSE: AIG 87 / 100
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Editorial model selection. Not personalised advice.