Nebius (NBIS) stock price drops 7% as Microsoft-led tech rout hits AI cloud names
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.
Google stock (GOOG) flat after hours as Alphabet heads into earnings week, new cloud security deal in focus
Alphabet Inc’s non-voting Class C shares 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.
SAP stock dives 12% after cloud backlog jitters; €10 billion buyback doesn’t steady the shares
Shares in SAP 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 outlook, and has wiped roughly $150 billion off the stock’s value from its 2025 peak; “SAP needed an all-round acceleration to fight the trough sector sentiment, and with puts and takes in the update we see shares underperforming,” said Citi analyst Balajee Tirupati.
SAP earnings: shares sink on cloud backlog doubts despite €10 billion buyback
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.
Microsoft shares slide after Q2 earnings as AI spending hits record and Azure growth barely clears forecasts
Microsoft shares dipped in after-hours trading Wednesday following the company's report of record quarterly capital expenditures and a modest beat in Azure cloud growth, raising fresh questions about the pace of returns from its AI investments.
Microsoft stock price whipsaws after earnings as Azure grows 39% and AI capex hits record
Microsoft Corp shares gained 0.2% to $481.63 in after-hours trading Wednesday, rebounding from a steep drop that at one point wiped out more than 7%. The stock swung between $445.00 and $484.34 during the session, putting the company’s market cap near $3.85 trillion.
Oracle stock price today: ORCL edges higher as TikTok outage and new cloud wins grab focus
Oracle shares climbed 0.5% to $175.76 by late morning Wednesday, clawing back some of Tuesday’s losses amid new developments around its data centers. The Nasdaq-100 tracking Invesco QQQ fund edged up roughly 0.3%.
Microsoft stock edges up as earnings near, with Azure growth and AI costs under the microscope
Microsoft Corp shares ticked up roughly 0.4% to $482.31 in early Wednesday trading, following a $480.58 close the previous day. The stock remains down about 0.6% year to date.
Kingsoft Cloud stock jumps again as Xingliu AI platform upgrade hits traders’ screens (NASDAQ:KC)
Kingsoft Cloud Holdings’ U.S.-listed shares jumped 9.2% to $14.57 on Tuesday, reaching as high as $15.10 during the session. The stock had ended Monday at $13.34.
Oracle stock drops even as tech rises after Saudi healthcare cloud deal
Oracle Corp shares slipped on Tuesday, erasing some of Monday’s gains, despite a rally in major U.S. tech stocks and the Nasdaq-focused QQQ. In morning trading, Oracle dropped roughly 3.3% to $176.35.
Cloudflare stock jumps again in premarket as “Clawdbot” buzz puts NET back in play
Cloudflare, Inc. shares climbed 6.8% to $202.20 in Tuesday’s premarket, following a 9.2% gain that closed the previous session at $189.35.
CoreWeave stock jumps after-hours as Nvidia puts $2 billion into AI cloud partner
CoreWeave, Inc shares jumped 5.7% to $98.31 in after-hours trading Monday following Nvidia’s announcement of a $2 billion investment in the AI-centric cloud firm. Nvidia stock slipped 0.7%, closing at $186.47.
Cloudflare stock jumps on viral ‘Clawdbot’ AI-agent buzz as Wall Street eyes Feb. 10 earnings
Cloudflare shares jumped over 11% on Monday, fueled by buzz around “Clawdbot,” an open-source AI agent, and fresh enthusiasm for “edge” infrastructure. The stock climbed 11.5% to $193.30 in afternoon trading, after moving between $172.84 and $193.97 earlier in the session.
DigitalOcean stock jumps nearly 15% as AI-inference push keeps buyers in control
Shares of DigitalOcean Holdings, Inc. surged almost 15% on Monday, building on a strong January rally as buyers targeted smaller cloud and AI infrastructure firms. The stock climbed 14.9% to $61.58, hitting a peak of $61.67 during trading.
Amazon stock price slips as AWS lands Nationwide deal and earnings loom
Amazon.com shares dipped slightly on Monday, falling roughly 0.2% to $238.78 after an initial uptick lost momentum. The stock underperformed broader markets, as the S&P 500 tracking fund SPY climbed around 0.5% and the Nasdaq-100 tracker QQQ rose about 0.4%.
Cloud computing stocks brace for Fed, Microsoft earnings after CPQ slips
The ISE CTA Cloud Computing Index ended Friday at 1,373.63, down 2.53 points, or 0.18%, according to Nasdaq data. The index, made up of 64 components, is designed to track companies tied to cloud computing.
Cloud computing stocks face a packed week as Amazon job cuts loom and Fed meets
Amazon is back in the spotlight as cloud computing stocks head into next week, following a Reuters report that the company plans another wave of corporate job cuts starting as early as Tuesday. The layoffs will impact Amazon Web Services and are part of a broader effort to reduce roughly 30,000 white-collar roles, after 14,000 were cut in October. CEO Andy Jassy emphasized that the moves are “not really financially driven” but about “culture.”
IREN stock jumps 8% into the weekend as Feb. 5 earnings date puts AI cloud push back in focus
IREN Limited shares surged 8.5% on Friday, settling at $56.68. After-hours trading saw the stock dip slightly by 0.5%.
Oracle stock slips as TikTok U.S. joint venture puts cloud and AI spending back in focus
Oracle shares dropped Friday as investors weighed its involvement in TikTok’s newly settled U.S. setup and grappled with a persistent concern: how much capital the company will require to back its largest growth initiatives.
Oracle stock rises after-hours as Stargate loan jitters and FedRAMP push land on traders’ screens
Shares of Oracle Corp climbed roughly 2.4% to $178.18 in after-hours trading Thursday. The stock bounced back alongside the broader tech sector, though discussions around AI infrastructure funding remain in focus.
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