Cloud Computing 20 July 2026

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

Alibaba (NYSE:BABA) rises 5% on Moonshot report highlighting AI-cloud synergy

Alibaba Group Holding Limited ended Friday’s session up 5.1% at $122.28. The stock gained after a report connected its cloud infrastructure to Moonshot’s artificial intelligence models.

31 July 2026

Artificial Intelligence·Cloud Computing·HKG:9988·NYSE:BABA·Stock Market·Technology

Amazon.com (NASDAQ:AMZN) Cloud Profit Lift Pushes Nasdaq Futures Higher, Redefining Wall Street’s AI Benchmark

U.S. stock futures rose on Friday, driven by gains in Amazon’s cloud segment that offset Apple’s softer outlook. The Nasdaq 100 outperformed. The main session was set to open at 9:30 a.m. EDT.

31 July 2026

Artificial Intelligence·Cloud Computing·Earnings Reports·NASDAQ:AMZN·Stock Market

Amazon shares seen rising 12% as higher AWS profit share allays $220 billion AI investment concerns

Amazon shares were pointed up 12.1% at $264.00 ahead of Friday’s opening bell, after AWS reported its strongest growth in 18 quarters. The advance came after a 3.9% increase on Thursday.

31 July 2026

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

Alphabet Shares (NASDAQ:GOOGL): Cloud Revenue Is Key to Reaching $420, Not a 16x Price-to-Earnings Ratio

Alphabet shares underperformed during Thursday’s rally driven by AI stocks. The Nasdaq was up 2.2% earlier, supported by revived optimism about technology investment. Alphabet was down 1.3% at $332.47 at 10:52 EDT.

30 July 2026

Cloud Computing·NASDAQ:GOOGL·Stock Market·Technology

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

CoreWeave advanced to $73.45, as Nebius rose to $190.79 during Thursday morning trading. The gains came after a steep, credit-driven selloff on Wednesday.

30 July 2026

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

Amazon’s AWS Profit Margin Faces Scrutiny as Stock Drops 7.4% Ahead of Q2 Results

Amazon.com heads into Thursday's results following a five-day drop of 7.4%. That fall is steeper than the almost 6% change that options markets anticipated around earnings. U.S. markets are not currently open. The stock closed at $226.65, then fell 0.8% more in after-hours trade.

30 July 2026

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

Microsoft shares rise as Azure growth beats forecasts despite cash-flow squeeze

Microsoft shares rose about 3% in extended trading Wednesday. Azure revenue grew 43%, beating the 39.98% Visible Alpha consensus.

29 July 2026

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

Amazon Earnings Outlook: AWS Margins Under Pressure Amid $200 Billion Capex Plan

Amazon approaches earnings facing a tougher challenge than just headline cloud growth. While AWS revenue might increase, its operating profit may decrease on a sequential basis.

28 July 2026

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

IREN Limited (NASDAQ:IREN) Slides as Market Eyes AI Cloud Strength

Shares of IREN Limited fell 3.3% to $35.85 in Monday afternoon trading. Bitcoin rose 0.5% to $64,970.

27 July 2026

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

Alibaba Shares Give Up Qwen Gains as Market Focus Turns to Cloud Margins

Alibaba Group ended the week with gains from its Qwen surge wiped out. The company’s U.S. ADR settled at $112.14 on Friday, marking a 2.5% drop over the week. Shares in Hong Kong declined 4.3% to HK$110.00.

26 July 2026

Cloud Computing·HKG:9988·NYSE:BABA·Stock Market·Technology

CoreWeave (NASDAQ:CRWV) Stock Slides 11% as Backlog Timing Tests $35 Billion Buildout

CoreWeave closed Friday at $71.88, down 11.4%. The fall erased its midweek rebound and left the stock 1.8% lower for the week.

26 July 2026

Cloud Computing·NASDAQ:CRWV·Stock Market·Technology

Oracle shares drop by around $14.5 billion even after Pentagon contract win

Shares of Oracle declined by 9.0% over the past week, closing Friday at $114.99. The stock registered a 4.2% drop in the last trading session. U.S. cash markets did not open on Sunday.

26 July 2026

Cloud Computing·NYSE:ORCL·Stock Market·Technology

SAP (ETR:SAP) surges on cloud backlog outperformance, outshining profit downgrade

FRANKFURT, July 24, 2026, 15:03 CEST SAP shares advanced on Friday after the company reported a stronger-than-anticipated cloud backlog, offsetting concerns about a reduced profit outlook.

24 July 2026

Cloud Computing·Earnings·ETR:SAP·Stock Market·Technology

SAP SE (ETR:SAP) shares rise 6% as cloud backlog surpasses expectations despite profit guidance cut

SAP stock rose as cloud backlog growth surpassed cloud revenue growth, marking a four percentage point swing from the previous quarter. This improvement in forward demand outweighed a €100 million reduction to its annual profit outlook.

24 July 2026

Cloud Computing·Earnings·ETR:SAP·Stock Market

Alphabet (NASDAQ:GOOGL) earnings: Cloud segment accounts for 63% of operating profit increase, while free cash flow slips into negative territory

NEW YORK, July 22, 2026, 4:18 p.m. EDT — Alphabet said its cloud division was responsible for 63% of its operating profit growth, but free cash flow fell below zero in the period.

22 July 2026

Cloud Computing·Earnings Reports·NASDAQ:GOOGL

Big Tech’s $710 Billion Outlay Centers AI Bubble Debate on Compute Usage

The key challenge for Wall Street in AI is not a single compute lease, but whether four hyperscale companies can turn around $710 billion in yearly capital spending into profit.

21 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT

Nvidia (NASDAQ:NVDA) shares advance after disclosure of $4 billion AI-cloud investment

NVIDIA Corporation gained roughly 1.1% ahead of Tuesday’s opening bell. According to a filing, the company holds a passive stake in Nebius Group.

21 July 2026

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

Alphabet (NASDAQ:GOOGL) results put Cloud’s growth revenue side by side with Search

Initial calculations indicate Google Cloud contributed approximately 43% to Alphabet’s revenue growth in the second quarter, while Search accounted for an estimated 44%.

20 July 2026

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

Cloud Computing 20 July 2026 - 1 August 2026

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

Alibaba (NYSE:BABA) rises 5% on Moonshot report highlighting AI-cloud synergy

Amazon.com (NASDAQ:AMZN) Cloud Profit Lift Pushes Nasdaq Futures Higher, Redefining Wall Street’s AI Benchmark

Amazon shares seen rising 12% as higher AWS profit share allays $220 billion AI investment concerns

Alphabet Shares (NASDAQ:GOOGL): Cloud Revenue Is Key to Reaching $420, Not a 16x Price-to-Earnings Ratio

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

Amazon’s AWS Profit Margin Faces Scrutiny as Stock Drops 7.4% Ahead of Q2 Results

Microsoft shares rise as Azure growth beats forecasts despite cash-flow squeeze

Amazon Earnings Outlook: AWS Margins Under Pressure Amid $200 Billion Capex Plan

IREN Limited (NASDAQ:IREN) Slides as Market Eyes AI Cloud Strength

Alibaba Shares Give Up Qwen Gains as Market Focus Turns to Cloud Margins

CoreWeave (NASDAQ:CRWV) Stock Slides 11% as Backlog Timing Tests $35 Billion Buildout

Oracle shares drop by around $14.5 billion even after Pentagon contract win

SAP (ETR:SAP) surges on cloud backlog outperformance, outshining profit downgrade

SAP SE (ETR:SAP) shares rise 6% as cloud backlog surpasses expectations despite profit guidance cut

Alphabet (NASDAQ:GOOGL) earnings: Cloud segment accounts for 63% of operating profit increase, while free cash flow slips into negative territory

Big Tech’s $710 Billion Outlay Centers AI Bubble Debate on Compute Usage

Nvidia (NASDAQ:NVDA) shares advance after disclosure of $4 billion AI-cloud investment

Alphabet (NASDAQ:GOOGL) results put Cloud’s growth revenue side by side with Search

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Firefly Aerospace Stock (FLY) Stalls as $106 Million Cash Burn Tests Record Revenue

Banco Bradesco Shares (BBD) Drop as Capital-Raise Pricing Rises Above Market Level

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