Azure Expansion Spurs Microsoft to $660 Target, Shifting AI Spending Risk Perception

Bernstein analyst Mark Moerdler boosted Microsoft Corp.'s price target to $660 from $647 following a renewed surge in Azure growth, which shifted the conversation on Microsoft's AI investments. Moerdler maintained his Outperform rating on the stock on Monday.

11 August 2026

Rackspace Q2 Sales Beat Forecasts; Margin Challenges Remain as AI Transition Continues

Rackspace Technology posted second-quarter revenue that topped its initial guidance range. However, the cloud firm maintained its previously lowered forecast from July. The outcome puts investors in a position to balance an earlier-than-expected sales gain with expenses tied to its move towards enterprise AI.

11 August 2026

Artificial Intelligence·Cloud Computing·Earnings·NASDAQ:RXT·Stock Market·Technology

Amazon Market Value Reaches $3 Trillion, AWS Generates 60% of Operating Profit

Amazon.com hit approximately $3 trillion in market capitalization on Monday. Shares climbed 1.32% to $278.09, even as leading US indexes declined.

11 August 2026

Cloud Computing·NASDAQ:AMZN·Stock Market

Microsoft (NASDAQ:MSFT) Gains as Bernstein Raises Target to $660 on Data-Center Discipline

Microsoft shares advanced on Monday after Bernstein increased its price target. The stock traded at $508.64 around 11:04 EDT. That left 29.8% implied upside to Bernstein’s new target.

10 August 2026

Cloud Computing·NASDAQ:MSFT·Stock Market·Technology

Atlassian (NASDAQ:TEAM) Jumps 35% as Cloud Growth Outruns Its 13% Outlook

Atlassian Corporation closed Friday at $149.07, up $38.95, or 35.35%. Shares traded between $139.30 and $153.13 on volume of 20.1 million.

9 August 2026

Cloud Computing·Earnings·NASDAQ:TEAM·Stock Market·Technology

Atlassian shares surge 32% on strong cloud forecast, offsetting Data Center slowdown

Shares of Atlassian Corporation were set to open 32.1% higher at $145.50 ahead of the start of U.S. regular trading on Friday.

7 August 2026

Cloud Computing·NASDAQ:TEAM·Stock Market·Technology

Cloudflare (NYSE:NET) jumps 16% as AI-led beat lifts second-half sales plan

Cloudflare, Inc. surged 15.7% before Friday’s open after second-quarter revenue growth accelerated to 36%. The company also lifted annual guidance above analysts’ average estimate.

7 August 2026

Artificial Intelligence·Cloud Computing·Earnings·NYSE:NET·Stock Market·Technology

Microsoft Channels $20.5 Billion India AI Investment Into Hyderabad Azure Hub

Microsoft Corp. launched its India South Central cloud region in Hyderabad. The site consists of three zones and represents Microsoft’s biggest data-center region in India. Initial users include Adani Group and HDFC Bank Ltd..

7 August 2026

Artificial Intelligence·Cloud Computing·NASDAQ:MSFT·NSE:HDFCBANK·NYSE:IT·Stock Market

Atlassian (NASDAQ:TEAM) surges 35% in after-hours as cloud revenue lifts results despite Data Center slowdown

Atlassian shares jumped in after-hours trading on Thursday, following revenue and profit results that exceeded expectations. The company projected first-quarter sales above analysts' estimates. The stock was up at $149.20, recovering the 2.8% drop recorded during the day.

7 August 2026

Cloud Computing·Earnings·NASDAQ:TEAM·Stock Market·Technology

Cloudflare shares surge beyond Wall Street’s top target after Q2 results beat estimates

Cloudflare stock jumped after the company reported faster revenue growth and executives lifted the outlook for 2026. The shares hit $335 at 5:08 p.m. EDT, after ending regular trading down 2.9% at $284.43. U.S. markets had closed, but shares continued trading after hours.

6 August 2026

Cloud Computing·Earnings·NYSE:NET·Stock Market·Technology

Datadog stock tumbles as leading AI client flags weaker second-half outlook

Datadog, Inc. stock dropped 14.2% on Thursday. Shares were at $242.90 at approximately 10:51 a.m. EDT, during active U.S. trading hours.

6 August 2026

Artificial Intelligence·Cloud Computing·Earnings·NASDAQ:DDOG·Stock Market

Nokia (HEL:NOKIA) shares decline as €2.8 billion in AI and cloud deals await conversion

Nokia Oyj slipped 1.1% to €8.36 on Thursday, while the OMXH25 index in Helsinki climbed 0.6%. The differing performance brings focus to order conversion in trading.

6 August 2026

Artificial Intelligence·Cloud Computing·HEL:NOKIA·Stock Market·Technology

IREN Shares Drop as Focus Turns to AI Cloud Execution After Mirantis Agreement

Shares of IREN declined 1.5% on Wednesday following the AI cloud company’s completion of its Mirantis acquisition. The stock hovered around $40.25 during early afternoon trading.

5 August 2026

Artificial Intelligence·Cloud Computing·NASDAQ:IREN·Stock Market

Oracle (NYSE:ORCL) Shares Recover Slightly on Pentagon Agreement, Amid Moderation in AI Investment

Oracle Stock Continues Recovery as $260 Billion AI Leasing Commitments Challenge Credit

NEW YORK, August 4, 2026, 16:05 EDT Oracle shares advanced for a second session, extending their rebound while investor focus remained on the company’s $260 billion in AI-related leasing obligations and the potential impact on Oracle’s credit outlook.

4 August 2026

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

CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS) regain ground amid diverging AI cloud sector cash positions

CoreWeave (NASDAQ:CRWV) shares climb 9% following Indonesian AI expansion that boosts contracted power by 10%

CoreWeave stock gained roughly 9% on Tuesday, supported by two new developments. The company revealed plans for its initial data center project in the Asia-Pacific region. In addition, Piper Sandler started coverage with an Overweight rating.

4 August 2026

Artificial Intelligence·Cloud Computing·NASDAQ:CRWV·Stock Market

Amazon.com, Inc. (NASDAQ:AMZN) rises 15% with AWS margins buoying $220 billion AI investment plan

Amazon.com, Inc. (NASDAQ:AMZN) Shares Edge Toward 52-Week Peak with AWS Backlog Underpinning $220 Billion AI Investment

Amazon stock traded at $275.17 in premarket action on Monday, edging up 1.3%. Shares remained 1.2% under their 52-week peak. Nasdaq’s main session was yet to begin.

3 August 2026

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

Amazon.com, Inc. (NASDAQ:AMZN) rises 15% with AWS margins buoying $220 billion AI investment plan

Amazon closed at $271.58 on Friday, jumping 15.3%. The gain far outpaced the wider market. U.S. cash markets did not open on Sunday.

2 August 2026

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

Cloud Revenue Highlights Divide in AI Stock Selloff, Separating Market Winners and Losers

U.S. cash markets did not open on Sunday following a turbulent AI-driven week that finished up. Investors favored clear cloud revenue growth while penalizing poor cash conversion. Chipmakers suffered more significant losses on concerns about supply linked to China.

2 August 2026

Artificial Intelligence·Cloud Computing·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:MSFT·NASDAQ:PLTR·Stock Market

Amazon (NASDAQ:AMZN) Jumps 15% Following AWS-Fueled Operating-Profit Rise of 78%

Amazon’s surge on Friday was driven by factors beyond AWS’s 37% growth. The cloud division accounted for $6.46 billion of the $8.29 billion rise in Amazon’s operating profit.

1 August 2026

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

Oracle (NYSE:ORCL) Shares Climb 13% After Gemini Deal and Strong Cloud Results Boost Investor Confidence

Oracle Corporation ended Friday’s session at $129.87, rising 1.8%. The stock advanced 12.9% over the week. In after-hours trading, shares slipped 0.5% to $129.25.

1 August 2026

Cloud Computing·NYSE:ORCL·Stock Market·Technology

Previous 1 2 3 4 … 23 Next

Rackspace Q2 Sales Beat Forecasts; Margin Challenges Remain as AI Transition Continues

Amazon Market Value Reaches $3 Trillion, AWS Generates 60% of Operating Profit

Microsoft (NASDAQ:MSFT) Gains as Bernstein Raises Target to $660 on Data-Center Discipline

Atlassian (NASDAQ:TEAM) Jumps 35% as Cloud Growth Outruns Its 13% Outlook

Atlassian shares surge 32% on strong cloud forecast, offsetting Data Center slowdown

Cloudflare (NYSE:NET) jumps 16% as AI-led beat lifts second-half sales plan

Microsoft Channels $20.5 Billion India AI Investment Into Hyderabad Azure Hub

Atlassian (NASDAQ:TEAM) surges 35% in after-hours as cloud revenue lifts results despite Data Center slowdown

Cloudflare shares surge beyond Wall Street’s top target after Q2 results beat estimates

Datadog stock tumbles as leading AI client flags weaker second-half outlook

Nokia (HEL:NOKIA) shares decline as €2.8 billion in AI and cloud deals await conversion

IREN Shares Drop as Focus Turns to AI Cloud Execution After Mirantis Agreement

Oracle Stock Continues Recovery as $260 Billion AI Leasing Commitments Challenge Credit

CoreWeave (NASDAQ:CRWV) shares climb 9% following Indonesian AI expansion that boosts contracted power by 10%

Amazon.com, Inc. (NASDAQ:AMZN) Shares Edge Toward 52-Week Peak with AWS Backlog Underpinning $220 Billion AI Investment

Amazon.com, Inc. (NASDAQ:AMZN) rises 15% with AWS margins buoying $220 billion AI investment plan

Cloud Revenue Highlights Divide in AI Stock Selloff, Separating Market Winners and Losers

Amazon (NASDAQ:AMZN) Jumps 15% Following AWS-Fueled Operating-Profit Rise of 78%

Oracle (NYSE:ORCL) Shares Climb 13% After Gemini Deal and Strong Cloud Results Boost Investor Confidence

TechStock² Updates

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PG&E Rises 3.7% as Wildfire Bill Passes, Leaving Funding Gap Unaddressed

XRP Sheds 2.2% Even as Bitwise ETF Reaches $507 Million in Assets

Coeur Mining Falls 1.6% as Silver Price Drop Challenges $1.5 Billion Cash-Flow Goal

Nasdaq Drops 0.9% While WTI Crude Approaches $90

Intel Stock Recovers From 4.2% Slump, Remains 6.8% Under $95 Offer Price

Ether Drops 1.4% Even After $88 Million ETF Inflow, Treasury Yield Reaches 4.79%

Plug Power Shares Slip 3.7% After $944 Million Equity Move Puts Turnaround to the Test

Stellantis Drops 3% as Canadian Contract Negotiations Spotlight Margin Recovery

FTSE 250 Drops 1.7%, Wiping Out Almost Double the Previous Week’s Rise

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