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Cloud Computing 31 December 2025 - 14 January 2026

Amazon Market Value Dips Under $3 Trillion, AWS Expansion Weighed Against Cash Flow Challenges
Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

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

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
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 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
Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

Applied Digital said it plans to spin out its cloud computing business and combine it with Ekso Bionics to form ChronoScale, a new platform built around graphics processing units used to run artificial intelligence workloads. Applied Digital shares were up about 2.4% at $24.65 in morning trading. Applied Digital Corporation
Applied Digital stock slides after ChronoScale cloud spinout plan with Ekso; APLD traders eye Jan. 7 earnings

Applied Digital stock slides after ChronoScale cloud spinout plan with Ekso; APLD traders eye Jan. 7 earnings

Applied Digital shares fell 2.9% to $24.08 on Tuesday, retreating from early gains as investors weighed the company’s plan to spin out its cloud computing business into a proposed tie-up with Ekso Bionics. The Nasdaq-listed stock traded between $24.03 and $26.33, with about 25.5 million shares changing hands.
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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.