Cloud Computing 1 January 2026

Amazon stock dips despite new AWS Europe “sovereign cloud” push

Amazon.com shares dipped in early Thursday trading following the launch of a new Europe-based service by its cloud division, targeting clients concerned about data location and access. The stock fell $6.00 to $236.65, down from an opening price of $241.00.

15 January 2026

Cloud Computing·NASDAQ:AMZN·Stock Market·Technology Trends

OpenAI’s $10B Cerebras compute deal: 750MW push to make ChatGPT faster

OpenAI is set to acquire up to 750 megawatts of computing capacity from chip startup Cerebras over the next three years, in a deal exceeding $10 billion, according to a source close to the matter who spoke to Reuters. The tech giant will deploy Cerebras hardware to power ChatGPT and other AI applications.

15 January 2026

Artificial Intelligence·Cloud Computing

Nebius Group (NBIS) stock falls 3% as AI cloud trade cools; what investors watch next

Nebius Group N.V. shares ended Wednesday down 3.3%, closing at $101.98. During the session, the stock fluctuated between $99.39 and $106.37.

15 January 2026

AMS:NBIS·Artificial Intelligence·Cloud Computing·Stock Market

Nebius (NBIS) stock slides 3% as tech weakens; investors eye next AI-cloud catalysts

Nebius Group N.V. shares dropped roughly 3.3% Wednesday afternoon, extending losses following two volatile sessions. The stock slipped $3.48 to $101.95, with intraday trading ranging from $99.39 to $106.37.

14 January 2026

AMS:NBIS·Cloud Computing·Stock Market·Technology

Oracle stock slides 4% today despite UK Defence cloud pact; KeyBanc flags ORCL as “undervalued”

Oracle shares dropped roughly 4% on Wednesday, despite the company announcing a new cloud deal with Britain’s Ministry of Defence and a positive analyst note aiming to support the stock. The shares slipped 4.1% to $194.09, following a close of $202.29 on Tuesday.

14 January 2026

Cloud Computing·Defense Contracts·NASDAQ:ORCL

Cisco stock rises as FlashStack with Nutanix goes live, with Feb. earnings in focus

Cisco Systems climbed 1.97%, ending Tuesday at $75.47, defying the broader U.S. stock slump. Despite the gain, the share price still sits roughly 6.6% under its 52-week peak. Trading volume lagged the 50-day average, MarketWatch reported.

14 January 2026

Cloud Computing·Earnings Reports·NASDAQ:CSCO·Stock Market

Microsoft stock slides after Trump pressures tech on data-center power bills

Shares of Microsoft slipped 1.8% to $468.44 in after-hours trading Tuesday following the company’s announcement of a new strategy aimed at preventing its rapidly expanding data-center operations from inflating consumer power bills.

13 January 2026

Cloud Computing·NASDAQ:MSFT·Stock Market·Technology

Nebius stock jumps nearly 10% in regular trading as AI-cloud names catch a bid

Nebius Group N.V. shares surged close to 10% Monday afternoon, riding the tailwind from a tech sector rally as investors shifted focus back to AI infrastructure names.

12 January 2026

AMS:NEBIUS·Cloud Computing·NASDAQ:NVDA·Stock Market

Adobe cloud computing stock hit by BMO downgrade as CPI week looms

Adobe opens Monday in the spotlight following a broker downgrade that highlighted rising competition in its Creative Cloud segment, a staple for investors seeking subscription software exposure in the cloud computing space.

11 January 2026

Cloud Computing·NASDAQ:ADBE·Stock Market

Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

The Global X Cloud Computing ETF slipped 0.27%, finishing at $22.58 on Friday.

10 January 2026

Cloud Computing·ETFs·NASDAQ:AKAM·NASDAQ:DOCN·NASDAQ:ZM·NYSE:CRM·NYSE:SHOP·Stock Market

Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius Group N.V. shares rose about 4% on Thursday, climbing back toward $100 after sliding the prior session, as investors kept trading around the AI cloud name’s next-generation GPU plans. The Nasdaq-listed stock was last up 3.8% at $100.03, after opening at $96.99 and swinging between $96.06 and $102.49; Nvidia fell about 2% while AI infrastructure peer CoreWeave edged higher.

8 January 2026

Artificial Intelligence·Cloud Computing·NASDAQ:NBIS·NVIDIA·Stock Market

Why IREN stock is rising today: AI data-center optimism lifts the bitcoin miner-turned-cloud play

Shares of IREN Ltd climbed about 4.3% to $45.49 on Thursday, as investors returned to data-center names tied to artificial intelligence computing demand. The stock touched a session high of $45.49 after dipping as low as $42.69.

8 January 2026

Cloud Computing·Data Centers·NASDAQ:APLD·NASDAQ:CIFR·OSE:IREN.O·Stock Market

CrowdStrike stock jumps 4.5% as AWS-Nvidia accelerator puts AI security back in focus

CrowdStrike Holdings shares ended up about 4.5% on Wednesday, touching $486.55 before closing at $478.91, after several weeks of bullish brokerage commentary helped pull buyers back into the stock. https://www.marketbeat.com/instant-alerts/crowdstrike-nasdaqcrwd-stock-price-up-45-heres-what-happened-2026-01-07/

8 January 2026

Cloud Computing·Cybersecurity·NASDAQ:CRWD·Stock Market

Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon.com shares edged higher in premarket trading on Monday as two analyst notes pointed to upside from the company’s AI-powered shopping assistant and cloud growth. The stock was up about 0.4% at $227.33, after ending Friday at $226.50. MarketWatch

5 January 2026

Amazon·Artificial Intelligence·Cloud Computing·NASDAQ:AMZN·Stock Market

Cloud computing stocks slide into 2026 as yields rise — what CLOU ETF investors watch next

The Global X Cloud Computing ETF fell 2.34% on Friday to $22.09, ending the first U.S. trading session of 2026 on the back foot as investors trimmed rate-sensitive cloud software exposure. Global X ETFs

4 January 2026

Cloud Computing·ETFs·NASDAQ:AKAM·NASDAQ:ZM·NYSE:CRM·NYSE:SHOP·NYSE:TWLO·Stock Market

Microsoft stock slides on Brazil antitrust probe into cloud licensing — what investors watch next

Microsoft shares ended down 2.21% on Friday after Brazil’s antitrust watchdog opened a probe into the company’s corporate software and cloud computing practices. The stock finished at $472.94, and U.S. markets are closed on Saturday. Terra

3 January 2026

Cloud Computing·Microsoft·NASDAQ:MSFT·Stock Market

Amazon stock slips today in premarket as Brookfield cloud push keeps AI spending under scrutiny

Amazon.com shares slipped 0.7% in premarket trading on Friday, the first U.S. trading day of 2026 after markets were shut for the New Year holiday. The stock was at $230.82, versus its last close of $232.51.

2 January 2026

Artificial Intelligence·Cloud Computing·NASDAQ:AMZN·NASDAQ:MSFT·NASDAQ:ORCL·NYSE:BN·Stock Market

Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

Brookfield is starting its own cloud business to lease chips inside data centers directly to artificial-intelligence developers, The Information reported on Wednesday. The venture is tied to a new $10 billion AI fund and a cloud unit called Radiant, the report said. Brookfield did not immediately respond to a request for comment. Reuters

2 January 2026

Artificial Intelligence·Cloud Computing·NYSE:ORCL·Stock Market·Technology

Amazon stock forecast 2026: Analysts map 20%-plus upside for AMZN as cloud spending comes under scrutinyNEW YORK, January 1, 2026, 16:56 ET

Amazon.com enters 2026 with Wall Street still penciling in double-digit gains, with analysts tracked by StockAnalysis.com setting an average 12-month price target of $284.70 — a forecast of about 23% upside from the stock’s Dec. 31 close. The same dataset shows analysts expecting fiscal 2026 revenue of $811.23 billion and earnings per share, a measure of profit per share, of $8.11. StockAnalysis

1 January 2026

Amazon·Cloud Computing·NASDAQ:AMZN·Stock Market

Cloud computing stocks today: Microsoft, Oracle slip as Wall Street shuts for New Year’s Day

U.S.-listed cloud computing stocks ended 2025 on a softer note, with big cloud names and cloud-focused funds slipping in the last session before Wall Street shut for the New Year’s Day holiday. Nasdaq

1 January 2026

Cloud Computing·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:MSFT·NASDAQ:NET·NASDAQ:ORCL·NYSE:SNOW·Stock Market

Cloud Computing 1 January 2026 - 15 January 2026