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Cloud Computing 29 January 2026 - 4 February 2026

Microsoft stock ends higher as software selloff deepens; traders weigh Azure outages and AI spend

Microsoft stock ends higher as software selloff deepens; traders weigh Azure outages and AI spend

Microsoft shares closed up 0.6% at $413.56 Wednesday, outperforming a sharp sell-off in software stocks. Short interest in Microsoft rose about 20% over the past week, and options activity stayed defensive. Traders watched for fallout from a multi-region Azure outage linked to a storage policy change. Key U.S. economic data releases were delayed after a brief government shutdown.
4 February 2026
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AT&T stock rises on Amazon cloud-satellite tie-up as traders eye fiber rollout

AT&T stock rises on Amazon cloud-satellite tie-up as traders eye fiber rollout

AT&T shares rose 1.5% to $27.22 after announcing a deeper partnership with Amazon Web Services to move network workloads to the cloud and expand broadband via Amazon’s satellites. The move follows AT&T’s $5.75 billion acquisition of Lumen’s fiber business, adding over 1 million subscribers. Wall Street awaits cost details, with more information expected at Mobile World Congress in March.
4 February 2026
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Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia is nearing a $20 billion investment in OpenAI, a source said, as the AI firm seeks up to $100 billion at a valuation near $830 billion. Oracle’s stock rose after the company outlined plans to raise up to $50 billion, tied to OpenAI’s data center needs. Cerebras Systems secured $1 billion in funding, reaching a $23 billion valuation, as OpenAI explores chip alternatives.
4 February 2026
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AT&T stock pops as Amazon cloud-and-satellite tie-up puts fiber back in focus

AT&T stock pops as Amazon cloud-and-satellite tie-up puts fiber back in focus

AT&T shares rose 2.1% to $27.39 by midday Wednesday after announcing a connectivity deal with Amazon’s AWS and satellite units. The agreement includes moving workloads to AWS Outposts and expanding fiber links to AWS data centers. Senate scrutiny of telecom security kept pressure on the sector. AT&T stock had closed 2% higher Tuesday, outperforming the broader market.
4 February 2026
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Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Nvidia CEO Jensen Huang confirmed plans to invest in OpenAI’s next funding round, denying reports of tension between the companies. Nvidia shares fell 3.6% and Oracle dropped 4% as investors reacted to uncertainty over OpenAI’s chip and cloud partnerships. OpenAI is testing alternatives to some Nvidia chips for AI inference tasks. Oracle aims to raise up to $50 billion in 2026 to expand data center capacity for OpenAI.
3 February 2026
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Microsoft stock price slips early: MSFT hit by Azure glitches as OpenAI spreads across clouds

Microsoft stock price slips early: MSFT hit by Azure glitches as OpenAI spreads across clouds

Microsoft shares fell 1.6% to $423.37 in early Tuesday trading, underperforming tech peers after cloud service disruptions and record AI spending. Azure reported two incidents since Monday, affecting VM management and Managed Identity in multiple U.S. regions. Investors are watching heavyweight earnings and the Feb. 6 U.S. jobs report for the next market move.
3 February 2026
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Microsoft stock slips after-hours as AI spending jitters linger into a big week for cloud peers

Microsoft stock slips after-hours as AI spending jitters linger into a big week for cloud peers

Microsoft shares fell 1.6% to $423.37 in after-hours trading Monday, down $6.96 from the close. The move follows scrutiny of Microsoft’s surging AI-related capital spending and Azure’s outlook after last week’s earnings. Alphabet and Amazon report results this week. The Bureau of Labor Statistics will not release January jobs data Friday due to the partial government shutdown.
3 February 2026
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SAP stock bounces after cloud outlook miss — buyback and backlog now in the spotlight

SAP stock bounces after cloud outlook miss — buyback and backlog now in the spotlight

SAP shares rose 3.6% to 170.56 euros Friday, partially rebounding after a 16% plunge on Thursday. Trading volume dropped to 5.3 million shares from 15.8 million. The move followed SAP’s guidance warning of slower cloud backlog growth, despite a record €77 billion backlog and a new €10 billion buyback plan. Investors remain focused on cloud metrics ahead of SAP’s Integrated Report on Feb. 26.
1 February 2026
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SAP stock price rebounds after cloud outlook shock — what to know before Monday

SAP stock price rebounds after cloud outlook shock — what to know before Monday

SAP shares closed up 3.6% at 170.56 euros in Frankfurt Friday, recovering some ground after a 16.1% plunge Thursday triggered by warnings of slower cloud backlog growth in 2026. The company reported a record 77 billion euros in total cloud backlog for Q4 and announced a new share buyback of up to 10 billion euros starting in February. Berenberg cut its price target but kept a buy rating.
31 January 2026
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Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

Cloud computing stocks fell Friday, with the First Trust Cloud Computing ETF down 2.0% and WisdomTree’s fund off 1.3%. Microsoft slipped 0.8%, Amazon dropped 1.0%, Oracle lost 2.6%, and Snowflake fell 3.3%. Alphabet reports earnings Feb. 4, Amazon on Feb. 5, and the U.S. jobs report is due Feb. 6.
31 January 2026
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Oracle stock price heads into Monday after $88 million Air Force cloud award and fresh AI product push

Oracle stock price heads into Monday after $88 million Air Force cloud award and fresh AI product push

Oracle shares fell 2.6% Friday to $164.58, slipping further after hours, despite securing an $88.1 million U.S. Air Force cloud contract. The Nasdaq dropped 0.94% as investors reacted to Trump’s Fed chair pick and inflation data. Oracle faces a new patent lawsuit from Mobility Workx LLC. Traders await Oracle’s March earnings and Friday’s U.S. jobs report.
31 January 2026
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Microsoft stock heads into Monday on the back foot after Azure jitters and AI spend fears

Microsoft stock heads into Monday on the back foot after Azure jitters and AI spend fears

Microsoft shares fell 0.74% to $430.29 on Friday after a nearly 10% drop the previous day. The company reported $81.3 billion in quarterly revenue, with Azure cloud services up 39%, but capital expenditures surged to $37.5 billion. Investors are watching rising AI infrastructure costs and Microsoft’s exposure to OpenAI. Alphabet and Amazon report earnings next week.
31 January 2026
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Google stock (GOOG) flat after hours as Alphabet heads into earnings week, new cloud security deal in focus

Google stock (GOOG) flat after hours as Alphabet heads into earnings week, new cloud security deal in focus

Alphabet’s Class C shares (GOOG) rose 0.7% Thursday, then held steady after hours at $338.66. Google agreed to a $135 million settlement over alleged unauthorized data collection, pending court approval. PwC and Google Cloud announced a $400 million, three-year AI security partnership. Alphabet reports earnings Feb. 4, with investor focus on AI spending and ad revenue.
30 January 2026
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Nebius (NBIS) stock price drops 7% as Microsoft-led tech rout hits AI cloud names

Nebius (NBIS) stock price drops 7% as Microsoft-led tech rout hits AI cloud names

Nebius shares fell 7.4% to $93.01 Thursday, reversing an early rally as investors weighed Microsoft’s rising AI costs and Meta’s larger capex plans, which include Nebius as a cloud partner. The stock traded between $91.24 and $100.80. Selling spread to other AI-linked stocks, with CoreWeave down 8.6%. Markets await Apple’s earnings for further signals on tech and AI investment.
29 January 2026
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SAP stock dives 12% after cloud backlog jitters; €10 billion buyback doesn’t steady the shares

SAP stock dives 12% after cloud backlog jitters; €10 billion buyback doesn’t steady the shares

SAP shares fell about 12% in Frankfurt on Thursday, heading for their steepest daily drop since October 2020 after cloud backlog and 2026 revenue outlook missed expectations. The selloff erased roughly $150 billion from SAP’s value since its 2025 peak. Fourth-quarter revenue matched forecasts, but investors focused on weaker backlog conversion. SAP’s next updates are due February 26 and April 23.
29 January 2026
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SAP earnings: shares sink on cloud backlog doubts despite €10 billion buyback

SAP earnings: shares sink on cloud backlog doubts despite €10 billion buyback

SAP shares fell 11% Thursday, their steepest drop since 2020, after a cloud backlog update missed expectations. Fourth-quarter revenue matched forecasts at 9.7 billion euros, with cloud revenue slightly above estimates. SAP announced a new two-year, 10 billion euro share buyback. The decline weighed on Germany’s DAX, which slipped 0.9% in early trading.
29 January 2026
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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

Microsoft reported fiscal Q2 revenue of $81.3 billion, up 17%, and Azure cloud revenue rose 39%. Capital spending reached a record $37.5 billion, with two-thirds spent on data-center chips for AI. Cloud backlog surged to $625 billion, with 45% tied to OpenAI. Shares fell after hours as investors questioned the pace of AI returns.
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

Microsoft shares rose 0.2% to $481.63 in after-hours trading Wednesday after swinging more than 7% following fiscal Q2 results. Azure revenue jumped 39%, topping estimates, while capital spending hit a record $37.5 billion, up nearly 66% from a year earlier. Investors focused on cloud growth and surging AI infrastructure costs, awaiting management’s outlook on spending and demand.
29 January 2026
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Stock Market Today

  • Sirius XM and Consumer Discretionary Wireless Stocks Show Mixed Q4 Performance
    April 13, 2026, 2:56 PM EDT. Sirius XM (NASDAQ:SIRI) and its wireless, cable, and satellite peers posted mixed results in Q4, reflecting ongoing sector headwinds such as cord-cutting and costly network upgrades. Sirius XM beat revenue estimates with $2.19 billion but missed adjusted operating income targets, while the stock rose 14.4% after earnings. AT&T (NYSE:T) led revenue growth with a 3.6% increase to $33.47 billion, also outperforming forecasts. Despite challenges like intense pricing competition and regulatory scrutiny, the group's share prices gained 5.9% on average post-results. These companies face structural challenges in the consumer discretionary sector, where demand is sensitive to economic shifts, yet opportunities remain through growing broadband usage and bundling services.

Latest article

Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

13 April 2026
Marvell Technology shares rose 2.1% to $131.22 Monday, hitting a record after Nvidia’s $2 billion investment and renewed optimism over Amazon’s AI chip business. The stock earlier touched $135.18. Barclays upgraded Marvell and raised its price target to $150, citing surging demand for optical products in AI data centers. Nvidia and Marvell plan to link custom chips for Nvidia’s NVLink Fusion platform.
Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

13 April 2026
Intel shares climbed $2.09 to $64.47 by late morning Monday, extending a rally that has added over $100 billion in value across eight sessions. The surge follows a raised price target, new deals with Google and Elon Musk’s Terafab, and Intel’s $14.2 billion buyback of Apollo’s Fab 34 stake. The stock is up 69% in 2026 after an 84% gain last year. Intel reports first-quarter results April 23.
Nebius Stock (NBIS) Jumps as BofA Backs AI Trade, but Downgrade Flags Valuation Risk

Nebius Stock (NBIS) Jumps as BofA Backs AI Trade, but Downgrade Flags Valuation Risk

13 April 2026
Nebius Group shares climbed 7.4% to $155.74 by midday Monday after Bank of America raised its price target to $175, despite Freedom Capital Markets downgrading the stock to Hold. The Amsterdam-based AI infrastructure firm recently secured a five-year deal with Meta worth up to $27 billion and holds over $40 billion in supply contracts with Microsoft and Meta. Nebius also closed $4.34 billion in convertible debt and sold $2 billion in warrants to Nvidia.
Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

13 April 2026
Salesforce faced renewed attention after reports of stake reductions by Choreo LLC and Sumitomo Mitsui Trust Group, based on SEC filings from January that reflected year-end positions. Choreo held 27,733 shares and Sumitomo Mitsui 2,478,864 shares as of December 31. The reported cuts amounted to about 35% and 8.6%, respectively. Salesforce shares rose 3.4% Monday, while broader software stocks remain down for the year.
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