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Cloud Computing News 25 January 2026 - 29 January 2026

Microsoft shares slide after Q2 earnings as AI spending hits record and Azure growth barely clears forecasts

Microsoft shares slide after Q2 earnings as AI spending hits record and Azure growth barely clears forecasts

New York, January 28, 2026, 18:09 EST 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. The pullback is significant because investors now view AI as a utility rollout: heavy upfront spending followed…
29 January 2026
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Microsoft stock price whipsaws after earnings as Azure grows 39% and AI capex hits record

Microsoft stock price whipsaws after earnings as Azure grows 39% and AI capex hits record

NEW YORK, Jan 28, 2026, 17:42 EST — After-hours Microsoft Corp (MSFT) 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. The shift is crucial since Microsoft now…
29 January 2026
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Oracle stock price today: ORCL edges higher as TikTok outage and new cloud wins grab focus

Oracle stock price today: ORCL edges higher as TikTok outage and new cloud wins grab focus

New York, January 28, 2026, 11:05 EST — Regular session 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%. Oracle’s stock has been volatile as the company navigates a major transition in corporate computing—from owning servers…
28 January 2026
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Microsoft stock edges up as earnings near, with Azure growth and AI costs under the microscope

Microsoft stock edges up as earnings near, with Azure growth and AI costs under the microscope

New York, January 28, 2026, 09:42 (ET) — Regular session underway. Microsoft Corp (MSFT) 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. (Finance Charts) The company is set to report after the close during a week crowded with megacap earnings, including…
28 January 2026
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Kingsoft Cloud stock jumps again as Xingliu AI platform upgrade hits traders’ screens (NASDAQ:KC)

Kingsoft Cloud stock jumps again as Xingliu AI platform upgrade hits traders’ screens (NASDAQ:KC)

New York, Jan 27, 2026, 14:55 EST — Regular session 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. Timing is crucial. Cloud and AI infrastructure stocks have grown jittery, with investors gearing up for a fresh wave of Big Tech earnings. Microsoft…
27 January 2026
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Oracle stock drops even as tech rises after Saudi healthcare cloud deal

Oracle stock drops even as tech rises after Saudi healthcare cloud deal

New York, Jan 27, 2026, 10:55 AM EST — Regular session 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. This matters because Oracle’s shares have been tossed around amid doubts about how fast its cloud and…
27 January 2026
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Cloudflare stock jumps again in premarket as “Clawdbot” buzz puts NET back in play

Cloudflare stock jumps again in premarket as “Clawdbot” buzz puts NET back in play

New York, January 27, 2026, 05:22 ET — Premarket 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. (Investing) The jump matters as it highlights how fast traders are shifting focus to “AI agent” themes — software designed to act on users’ behalf — along with the infrastructure…
27 January 2026
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CoreWeave stock jumps after-hours as Nvidia puts $2 billion into AI cloud partner

CoreWeave stock jumps after-hours as Nvidia puts $2 billion into AI cloud partner

New York, January 26, 2026, 18:10 EST — After-hours CoreWeave, Inc (CRWV.O) shares jumped 5.7% to $98.31 in after-hours trading Monday following Nvidia’s (NVDA.O) announcement of a $2 billion investment in the AI-centric cloud firm. Nvidia stock slipped 0.7%, closing at $186.47. This shift is significant as the AI boom now hinges on steel, power, and real estate—not only on…
27 January 2026
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Cloudflare stock jumps on viral ‘Clawdbot’ AI-agent buzz as Wall Street eyes Feb. 10 earnings

Cloudflare stock jumps on viral ‘Clawdbot’ AI-agent buzz as Wall Street eyes Feb. 10 earnings

NEW YORK, Jan 26, 2026, 15:05 EST — Regular session Cloudflare (NYSE:NET) 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. This week is loaded with macro risks and…
26 January 2026
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DigitalOcean stock jumps nearly 15% as AI-inference push keeps buyers in control

DigitalOcean stock jumps nearly 15% as AI-inference push keeps buyers in control

NEW YORK, Jan 26, 2026, 13:15 (EST) — Regular session 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. This shift is significant as it thrusts DigitalOcean into the spotlight for…
26 January 2026
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Amazon stock price slips as AWS lands Nationwide deal and earnings loom

Amazon stock price slips as AWS lands Nationwide deal and earnings loom

New York, January 26, 2026, 10:11 EST — Regular session 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%. This week, the stock is caught up in investors’ search…
26 January 2026
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Cloud computing stocks brace for Fed, Microsoft earnings after CPQ slips

Cloud computing stocks brace for Fed, Microsoft earnings after CPQ slips

New York, Jan 25, 2026, 13:02 EST — Market closed. The ISE CTA Cloud Computing Index (CPQ) 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. (Nasdaq Global Index Watch) Attention is shifting from this month’s policy and geopolitical swings…
25 January 2026
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Stock Market Today

  • Bitcoin Falls to $75,000 Amid Tech Sector Sell-Off, Nasdaq Down 2%
    February 3, 2026, 2:42 PM EST. Bitcoin fell 5% to $75,000 amid a broad sell-off in tech and financial sectors, with Ethereum and Solana also down sharply. Major tech stocks including Shopify, Adobe, and Salesforce dropped 7%-12%, dragging the iShares Expanded Tech-Software ETF down 5%, extending losses to nearly 28% since October. Private equity firms like Blackstone and KKR dropped 6%-10%, exacerbated by BlackRock's debt fund markdown of asset values by 19%, signaling tighter liquidity concerns. Digital asset stocks followed the decline, with Galaxy down 18% post-earnings. Bitwise CIO Matt Hougan described the market as in a severe crypto winter comparable to past bear markets but suggested a possible bottom near, marking potential relief after approximately 13 months of downturn.
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