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Cloud Computing 11 February 2026 - 12 March 2026

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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Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud unit is moving Pentagon-related workloads off Anthropic’s Claude AI after the Pentagon labeled Anthropic a supply-chain risk. The move follows Anthropic’s refusal to remove safety limits on its AI, prompting a lawsuit against the government. Other agencies and contractors are also shifting away from Anthropic. Amazon remains a key Anthropic partner, with up to $8 billion invested.
10 March 2026
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Amazon’s AWS rolls out Amazon Connect Health — AI agents target clinic calls, notes and codes

Amazon’s AWS rolls out Amazon Connect Health — AI agents target clinic calls, notes and codes

Amazon Web Services launched Amazon Connect Health, an AI platform that automates patient verification, scheduling, clinical notes, and medical coding by connecting directly to electronic health records. The tool is designed to transfer complex cases to staff. Amazon shares rose about 1% in early U.S. trading Thursday. UC San Diego Health reported saving about a minute per call using the system.
5 March 2026
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Sydney Swans sign IREN as AI cloud partner as Nasdaq “neocloud” stays coy on Australian data centres

Sydney Swans sign IREN as AI cloud partner as Nasdaq “neocloud” stays coy on Australian data centres

The Sydney Swans have named Nasdaq-listed IREN as their Official AI Cloud Partner for the 2026 AFL season. IREN, headquartered in Sydney, has increased local visibility with Swans sponsorship and billboards but remains non-committal on building data centres in Australia, citing delays in permitting and power-grid connections as key barriers to larger investment.
5 March 2026
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Snowflake edges closer to the sales floor as EY and Canva roll out “agentic” AI platform

Snowflake edges closer to the sales floor as EY and Canva roll out “agentic” AI platform

EY launched an AI sales platform built with Snowflake and Canva, targeting workflow automation and real-time data for sales teams. Snowflake executives told a Morgan Stanley conference they are prioritizing AI adoption despite lower initial margins. Snowflake shares fell 2.7% premarket to $165.79. EVP Christian Kleinerman sold 10,000 shares on March 2 at $165.01 each under a pre-arranged plan.
4 March 2026
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Amazon stock price at $210: OpenAI $50 billion deal puts AWS Trainium in focus

Amazon stock price at $210: OpenAI $50 billion deal puts AWS Trainium in focus

Amazon shares rose 1% to $210 Friday after OpenAI said Amazon will invest $50 billion in its new funding round, with AWS set as exclusive cloud provider for OpenAI Frontier. An Amazon filing detailed a $35 billion equity commitment and a separate $15 billion investment due by March 2026. OpenAI’s round values it at $840 billion. Investors await next week’s U.S. jobs report.
28 February 2026
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Nebius (NBIS) stock rises in choppy session as AI cloud spending stays in focus

Nebius (NBIS) stock rises in choppy session as AI cloud spending stays in focus

Nebius Group N.V. shares rose 1.8% to $99.70 Monday, trading as high as $101.12 on volume of 7.5 million shares. The Amsterdam-based cloud provider, which rents out Nvidia chips and data-center capacity, recently forecast an end-2026 revenue run-rate of $7–9 billion. Investors remain focused on Nebius’s build pace and financing. Nvidia reports quarterly results Wednesday.
23 February 2026
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Cloudflare stock sinks nearly 10% as Wall Street slides; outage and quantum-security push in focus

Cloudflare stock sinks nearly 10% as Wall Street slides; outage and quantum-security push in focus

Cloudflare shares dropped 9.6% to $160.11 on Monday amid a broad selloff in U.S. software stocks following renewed tariff uncertainty. The decline followed Cloudflare’s announcement of a new post-quantum SASE platform and investor concerns over a Feb. 20 outage affecting BYOIP customers. Fastly and Zscaler also fell, while Akamai rose.
23 February 2026
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Amazon stock price slides as Trump tariff turmoil hits tech; AWS outage headlines resurface

Amazon stock price slides as Trump tariff turmoil hits tech; AWS outage headlines resurface

Amazon shares fell 1.7% to $206.46 in early Monday trading, lagging the broader market after President Trump announced a new 15% import tariff following a Supreme Court ruling. The Nasdaq 100 tracker dropped 0.6% and the S&P 500’s SPY ETF slipped 0.3%. U.S. Customs will end collection of earlier tariffs at 12:01 a.m. Tuesday. Investors are watching for Tuesday’s tariff changeover and Nvidia’s results on Feb. 25.
23 February 2026
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Oracle stock price climbs into holiday break as India cloud push and funding plan stay in focus

Oracle stock price climbs into holiday break as India cloud push and funding plan stay in focus

Oracle shares closed up 2.3% at $160.14 Friday, capping a 12% weekly gain after early-February losses. U.S. markets are closed Monday for Washington’s Birthday, with trading set to resume Tuesday. Oracle plans to expand its cloud footprint in India and add services inside Amazon Web Services. The company’s next quarterly results are due March 9.
15 February 2026
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Aramco’s Microsoft AI pact puts Saudi Azure cloud launch back in focus for 2026

Aramco’s Microsoft AI pact puts Saudi Azure cloud launch back in focus for 2026

Saudi Aramco and Microsoft signed a non-binding memorandum to explore industrial AI projects and digital skills programs in Saudi Arabia. Microsoft said customers can run workloads from its Saudi Arabia East Azure region starting Q4 2026. The move follows Saudi efforts to tighten data control. Rights groups have criticized the expansion over data access concerns.
15 February 2026
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Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

First Trust Cloud Computing ETF (SKYY) jumped 2.5% to $114.26 Friday, outperforming a weaker Nasdaq as U.S. inflation data came in below forecasts and Treasury yields fell. Peers CLOU and WCLD also gained over 2%. U.S. markets close Monday for Washington’s Birthday. Palo Alto Networks reports earnings Tuesday after the bell.
14 February 2026
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Oracle stock slips despite $88 million U.S. Air Force cloud win as investors brace for CPI

Oracle stock slips despite $88 million U.S. Air Force cloud win as investors brace for CPI

Oracle shares fell 0.5% to $156.36 Thursday after the company announced an $88 million U.S. Air Force cloud contract and a new CMS migration deal. CEO Clayton Magouyrk sold 10,000 shares, filings showed. Investors remain focused on Oracle’s cloud funding plans and Friday’s U.S. inflation data. A securities class action deadline approaches in April.
12 February 2026
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Nvidia stock price ticks up as AI cloud spending jumps and China chip politics shift

Nvidia stock price ticks up as AI cloud spending jumps and China chip politics shift

Nvidia shares rose 0.7% to $191.36 Thursday morning, reaching an intraday high of $193.55. Nebius Group reported increased capital spending on Nvidia-powered data centers, including a planned 240-megawatt site in France. Samsung began shipping HBM4 chips for AI accelerators. U.S. lawmakers signaled openness to some Nvidia chip sales to China but maintained restrictions on newer models.
12 February 2026
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Dell stock slides as Nutanix private-cloud update lands and earnings loom

Dell stock slides as Nutanix private-cloud update lands and earnings loom

Dell Technologies shares fell 2.3% to $123.12 on Wednesday, reversing part of Tuesday’s rally. The drop followed news of Nutanix support for Dell’s Private Cloud platform and an SEC filing showing executive Peter Trizzino’s initial stock holdings. Investors are watching for Dell’s Feb. 26 fiscal Q4 results for updates on AI-server demand and margins.
11 February 2026
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Latest articles

Amazon Gets June Prime Day Announcement, Stock Falls

Amazon Gets June Prime Day Announcement, Stock Falls

3 June 2026
Amazon shares slid 1.81% to $256.52 even as it set June 23-26 for Prime Day, giving investors an early look at retail momentum before Q2 ends; despite strong AWS growth and rising net sales, free cash flow fell as AI investments surged, leaving investors cautious about whether Prime Day’s grocery push and earlier timing will boost margins or just shift demand.
Apple Shares Reach New High as AI Decision Looms

Apple Shares Reach New High as AI Decision Looms

3 June 2026
Apple surged 2.9% to a record $315.20, adding $598 billion in May, as investors bet next week’s WWDC will reveal major AI advances; with high expectations and a $100 billion buyback, the stock’s rally leaves little room for disappointment on Siri upgrades, AI features, or rising memory-chip costs.
GameStop Reports Record Profit, Plans $2 Billion Buyback as eBay Concerns Surface

GameStop Reports Record Profit, Plans $2 Billion Buyback as eBay Concerns Surface

3 June 2026
GameStop posted record Q1 net income of $389.6 million, fueled by collectibles now making up 41.8% of sales, and unveiled a new $2 billion share buyback; shares jumped 7.4% in after-hours trading as investors reacted to the earnings beat and capital return plan, even as the company warned future results hinge on collectibles demand and market risks.
Ulta Beauty Raises Outlook, Shares Jump on Steady Beauty Demand

Ulta Beauty Raises Outlook, Shares Jump on Steady Beauty Demand

2 June 2026
Ulta Beauty shares jumped 7% in extended trading after quarterly earnings and comparable sales beat estimates, prompting the company to raise its full-year profit forecast as shoppers spent more on higher-priced beauty products; net income climbed to $340.5 million and gross margin improved to 40.1%, though Ulta warned inflation and macro pressures could impact future spending.
GitLab shares rise on stronger AI outlook, 350 layoffs announced

GitLab shares rise on stronger AI outlook, 350 layoffs announced

2 June 2026
GitLab shares jumped 7% in late trading after beating Wall Street sales estimates and raising its annual forecast, as investors weigh whether its AI-powered Duo Agent Platform can boost growth amid a 14% workforce cut and continued competition from Microsoft’s GitHub.
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