Today: 23 June 2026
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Cloud Computing 12 March 2026 - 29 April 2026

ARK Investment Management bought 223,690 shares of Snowflake, valued at about $52 million, after Snowflake raised its outlook and announced a five-year, $6 billion deal with Amazon Web Services. Snowflake shares jumped on the news. Microsoft shares ended at $379.40, down 2.9% since June 12, underperforming the S&P 500 and Nasdaq. Upcoming Micron earnings and new U.S. inflation data are expected to test the AI spending narrative. Nebius traded higher in premarket and will join the Nasdaq-100 on June 22, along with CoreWeave, Astera Labs, Rocket Lab, and Teradyne. Nebius also completed the acquisition of Eigen AI, adding model-optimization software to its AI cloud platform, and the stock spiked as focus shifted to execution factors like power, chips, financing, and margins. Rackspace Technology shares surged 33.8% after announcing a deal to provide 30 megawatts of AMD-powered AI compute, with phased rollout from late 2026 through 2028. Southwest Airlines plans to move most of its systems to Amazon Web Services’ cloud-based, AI-enabled infrastructure by 2028 as part of a commercial overhaul. IREN shares rose on investor enthusiasm for its shift from Bitcoin mining to AI cloud infrastructure, supported by commitments from Microsoft, Nvidia, and Dell, but the stock still carries high execution risk and faces scrutiny over the pace of converting AI-cloud deals and GPU financing into revenue. CoreWeave shares gained about 9% after news it will join the Nasdaq-100, with a new senior-notes deal supporting its AI infrastructure expansion. SharonAI announced a six-year NVIDIA collaboration for new AI data-center capacity in Australia, though the company remains unprofitable. Oracle shares dropped despite record results, as investors focus on the cost of AI data-center expansion and new financing plans, with cloud infrastructure growing 93% and a $638 billion backlog. Alphabet shares slipped despite a price target increase, as attention turned to Google Cloud growth and regulatory risks.
Amazon Earnings Beat Estimates as AWS AI Growth Hits 15-Quarter High

Amazon Earnings Beat Estimates as AWS AI Growth Hits 15-Quarter High

Amazon reported first-quarter revenue of $181.5 billion, up 17%, with Amazon Web Services sales jumping 28% to $37.6 billion. Net income reached $30.3 billion, boosted by a $16.8 billion pre-tax gain from Anthropic investments. Free cash flow fell to $1.2 billion as AI-related spending surged. Amazon forecast second-quarter sales of $194 billion to $199 billion, above Wall Street expectations.
29 April 2026
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Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Microsoft will report fiscal Q3 results Wednesday, with focus on Azure growth and AI spending after a $357 billion market value loss last quarter. A new Microsoft-OpenAI deal announced Monday makes Microsoft’s OpenAI license non-exclusive and changes revenue-sharing terms. Analysts expect revenue near $81.4 billion. Microsoft guided for Azure and other cloud services growth of 37% to 38%, down from 39% last quarter.
27 April 2026
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Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone and Related Digital secured financing for a $16 billion Oracle AI data center campus in Saline Township, Michigan. The package includes equity from Related Digital and Blackstone, plus long-term debt anchored by PIMCO-managed funds. The project faces local and regulatory pushback over electricity, water use, and transparency. The campus will feature three data center buildings with over one gigawatt of capacity.
26 April 2026
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Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft, Alphabet, and Oracle shares closed at $424.62, $344.40, and $173.28, respectively, ahead of earnings reports expected Wednesday. Analysts see a bigger earnings test for Microsoft, more upside potential for Oracle, and less room for Alphabet after its recent gains. Investors are watching capital spending on AI and cloud infrastructure. Options pricing suggests a possible 6% move for Microsoft and 5% for Alphabet after results.
26 April 2026
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Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta has signed a multiyear deal worth billions to use Amazon Web Services’ Graviton5 chips for AI, deploying tens of millions of cores. Meta plans 2026 capital spending of up to $135 billion and will cut about 8,000 jobs, with layoffs effective May 20. Meta shares rose $16.87 to $676.02 near the U.S. close; Amazon gained $8.87 to $263.95. Meta will report first-quarter results after the market closes April 29.
24 April 2026
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CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO Michael Intrator sold $35.8 million in company shares this week, according to an SEC filing, after the stock’s sharp rise. The sale, under a pre-set trading plan, involved 307,693 shares at prices between $114.71 and $120.33. Shares traded at $112.46 Friday, down 4.2%. Chief strategy officer Brian Venturo also disclosed $130.4 million in sales by related entities.
24 April 2026
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SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

SAP reported a 17% rise in first-quarter operating profit to 2.74 billion euros and a 19% jump in cloud revenue to 5.96 billion euros, beating forecasts. The company kept its 2026 targets and full-year outlook unchanged. SAP’s U.S. shares reversed losses after the results, climbing nearly 7% in after-hours trading. Management warned cloud revenue growth will slow in the second quarter.
24 April 2026
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Nokia Stock Hits a 16-Year High as AI Cloud Orders Change the Story

Nokia Stock Hits a 16-Year High as AI Cloud Orders Change the Story

Nokia shares surged to a 16-year high in Helsinki after first-quarter operating profit jumped 54% to €281 million, beating forecasts. AI and cloud customer sales rose 49%, with €1 billion in new orders. The company raised its 2026 growth outlook for Network Infrastructure but kept its full-year profit target steady. Nokia’s board approved a €0.04 per share dividend, payable May 7.
23 April 2026
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IREN Stock Jumps as AI Cloud Bet Meets $6 Billion Dilution Test

IREN Stock Jumps as AI Cloud Bet Meets $6 Billion Dilution Test

IREN shares jumped 7.3% to $51.94 in New York Thursday amid debate over its shift from bitcoin mining to AI cloud services. The company plans to deploy 150,000 Nvidia GPUs by late 2026 and reported $2.8 billion in cash as of January. AI cloud revenue remains small compared to bitcoin mining, with $17.3 million last quarter. IREN can sell up to $6 billion in stock under a new SEC filing.
23 April 2026
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Oracle stock slips despite Google Cloud AI push as Wall Street refocuses on spending risks

Oracle stock slips despite Google Cloud AI push as Wall Street refocuses on spending risks

Oracle shares fell as much as 3.8% in premarket trading Thursday, touching $180.40 after closing at $187.50 Wednesday. The drop followed Oracle’s expanded Google Cloud AI database rollout and came amid a broader software stock selloff. Morgan Stanley cut its price target to $207, citing uncertainty over GPU-as-a-service, financing, and margins.
23 April 2026
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Microsoft Stock’s $500 Question: Why Wall Street Is Watching Azure Before Earnings

Microsoft Stock’s $500 Question: Why Wall Street Is Watching Azure Before Earnings

Microsoft shares rose 1.7% to $431.31 Wednesday as investors focused on Azure growth and Copilot adoption ahead of next week’s earnings. Bank of America maintained a buy rating and $500 target, citing AI infrastructure and cloud gains as key factors. Last quarter, revenue climbed 17% to $81.3 billion, but heavy AI spending and only slightly better-than-expected cloud growth unsettled some investors.
22 April 2026
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IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM will report first-quarter results Wednesday after markets close, with analysts expecting adjusted earnings of $1.81 per share on $15.6 billion in revenue. Investors are watching for signs that software growth, boosted by the $11 billion Confluent acquisition in March, can support a higher 2026 outlook. Red Hat’s performance and updated guidance are in focus. Several analysts cut price targets ahead of the report but kept positive ratings.
22 April 2026
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Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon will invest up to $25 billion more in Anthropic, starting with $5 billion, as the AI startup commits to spend over $100 billion on AWS over the next decade. Anthropic will lock in up to 5 gigawatts of Amazon Trainium chip capacity, with nearly 1 gigawatt online by the end of 2026. The deal follows surging demand for Anthropic’s Claude models, which now generate over $30 billion in annualized revenue.
21 April 2026
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CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

Meta Platforms signed a new $21 billion deal with CoreWeave for AI cloud computing capacity through 2032, according to a securities filing. CoreWeave shares rose 3.4% in after-hours trading. The agreement adds to a $14.2 billion commitment disclosed last September. CoreWeave also launched $3 billion in convertible notes and upsized a senior-notes deal to $1.75 billion.
9 April 2026
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Amazon Stock Rises After Andy Jassy Reveals AWS AI Revenue, Defends $200 Billion Spend

Amazon Stock Rises After Andy Jassy Reveals AWS AI Revenue, Defends $200 Billion Spend

Amazon shares rose 5% Thursday after CEO Andy Jassy revealed AWS’s AI services are generating over $15 billion annually and its chip business more than $20 billion. Jassy said much of AWS’s $200 billion in planned 2026 spending is backed by customer commitments, including a $100 billion OpenAI deal. He also highlighted deep job cuts and a push for smaller teams. Amazon now operates over 1 million robots and plans to launch its Leo satellite network in mid-2026.
9 April 2026
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CoreWeave Stock Climbs on $21 Billion Meta AI Cloud Deal, but Debt Risks Stay in Focus

CoreWeave Stock Climbs on $21 Billion Meta AI Cloud Deal, but Debt Risks Stay in Focus

CoreWeave said Meta Platforms committed about $21 billion for AI cloud capacity through December 2032. Shares rose 4.3% to $88.90 in premarket trading after the announcement. The deal follows an $8.5 billion loan facility and a $1.25 billion senior notes offering. CoreWeave reported $5.13 billion in 2025 revenue and ended December with a $66.8 billion backlog.
9 April 2026
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NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

Nvidia’s acquisition of SchedMD, maker of the Slurm workload manager, has sparked concern among AI and supercomputing experts that Slurm could be steered toward Nvidia hardware, Reuters reported. Nvidia said it will keep Slurm open source and vendor-neutral. The company’s shares traded at $177.64 early Tuesday, valuing Nvidia at about $4.53 trillion.
7 April 2026
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Why Amazon Stock Price Fell 1.4%: AWS Bahrain Trouble Revives AI-Spending Concerns

Why Amazon Stock Price Fell 1.4%: AWS Bahrain Trouble Revives AI-Spending Concerns

Amazon shares fell 1.4% to $207.24 Tuesday, about 20% below their 52-week high, as the company faces $200 billion in planned 2026 capital spending, much for AI infrastructure. AWS operations in Bahrain were disrupted by drone activity, the second such incident in a month. The Nasdaq dropped 0.84% amid rising oil prices and Treasury yields. Amazon told AWS customers to migrate to other regions but gave no recovery timeline.
24 March 2026
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Why IREN Stock Price Is Whipsawing as AI Cloud Growth Meets Dilution Risk

Why IREN Stock Price Is Whipsawing as AI Cloud Growth Meets Dilution Risk

IREN shares traded at $41.37 after Thursday’s close, down from $41.98 Wednesday, as volatility persisted following a $9.7 billion Microsoft contract and a March 4 plan to add 50,000 Nvidia GPUs. The company reported $184.7 million in quarterly revenue and a $155.4 million net loss. IREN’s $3.7 billion AI Cloud revenue target is not fully contracted, and a new $6 billion stock sale program could pressure shares. Short interest reached 14.09% of float.
12 March 2026
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Oracle Stock Price Jumps After AI Cloud Forecast Eases Debt Fears

Oracle Stock Price Jumps After AI Cloud Forecast Eases Debt Fears

Oracle shares jumped 9.18% to $163.12 after the company raised its fiscal 2027 revenue target to $90 billion and reported a 325% surge in remaining performance obligations to $553 billion. Quarterly cloud revenue rose 44% to $8.9 billion. Oracle said many new AI contracts are backed by customer prepayments or client-supplied GPUs. Financing concerns remain despite $30 billion already raised toward a $50 billion target.
12 March 2026
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Stock Market Today

  • One Day Left to Buy Sona BLW Precision Forgings Before Ex-Dividend Date
    June 22, 2026, 8:43 PM EDT. Sona BLW Precision Forgings Limited (NSE:SONACOMS) will go ex-dividend on June 25. Investors buying shares before this date are eligible for the upcoming dividend of ₹1.80 per share. Last year, the company paid a total of ₹3.60, yielding 0.6% on the current ₹621 share price. However, the firm paid out 119% of its free cash flow as dividends, raising concerns about dividend sustainability despite a payout ratio of 33% of profits. Cash flow is key for dividend health, and repeated overpayments may signal risks. Investors should evaluate the company's cash flow and future dividend prospects carefully before investing.

Latest articles

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

23 June 2026
Amazon shares plunged 4.75% to $232.79 as investors questioned whether the company’s massive AI and cloud spending will pay off quickly enough, just ahead of Prime Day—a key test of U.S. consumer demand—with Bank of America projecting $21.6 billion in sales for the event and analysts warning that profit quality could disappoint if shoppers focus on lower-margin essentials.
Keel Shares Hit Record—What’s Next for the Stock

Keel Shares Hit Record—What’s Next for the Stock

23 June 2026
Keel Infrastructure Corp. surged 5.9% to a 52-week high as investors bet its power sites can be converted to AI data-center leases, with shares ending at $6.66 on heavy volume; the stock’s rally now hinges on permits, construction, and landing customer contracts, while upcoming Russell 3000 index inclusion and recent $458 million convertible note financing add both opportunity and dilution risk.
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