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Cloud Computing News 3 January 2026 - 14 January 2026

Oracle stock slides 4% today despite UK Defence cloud pact; KeyBanc flags ORCL as “undervalued”

Oracle stock slides 4% today despite UK Defence cloud pact; KeyBanc flags ORCL as “undervalued”

New York, Jan 14, 2026, 11:05 EST — Regular session underway. Oracle shares dropped roughly 4% on Wednesday, despite the company announcing a new cloud deal with Britain’s Ministry of Defence and a positive analyst note aiming to support the stock. The shares slipped 4.1% to $194.09, following a close of $202.29 on Tuesday. This move is significant because Oracle’s…
14 January 2026
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Cisco stock rises as FlashStack with Nutanix goes live, with Feb. earnings in focus

Cisco stock rises as FlashStack with Nutanix goes live, with Feb. earnings in focus

NEW YORK, Jan 13, 2026, 21:17 EST — Market closed. Cisco Systems (CSCO.O) climbed 1.97%, ending Tuesday at $75.47, defying the broader U.S. stock slump. Despite the gain, the share price still sits roughly 6.6% under its 52-week peak. Trading volume lagged the 50-day average, MarketWatch reported. (MarketWatch) Cisco took the opportunity to highlight a new angle on data centers.…
14 January 2026
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Microsoft stock slides after Trump pressures tech on data-center power bills

Microsoft stock slides after Trump pressures tech on data-center power bills

New York, Jan 13, 2026, 16:04 EST — After-hours Shares of Microsoft (MSFT) slipped 1.8% to $468.44 in after-hours trading Tuesday following the company’s announcement of a new strategy aimed at preventing its rapidly expanding data-center operations from inflating consumer power bills. The shift comes as utilities and state regulators scrutinize who should foot the bill for grid upgrades needed…
13 January 2026
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Nebius stock jumps nearly 10% in regular trading as AI-cloud names catch a bid

Nebius stock jumps nearly 10% in regular trading as AI-cloud names catch a bid

New York, Jan 12, 2026, 15:05 ET — Regular session Nebius Group N.V. shares surged close to 10% Monday afternoon, riding the tailwind from a tech sector rally as investors shifted focus back to AI infrastructure names. This shift is significant since Nebius remains a modest public player in the market for premium graphics chips and data centers—the backbone supporting…
12 January 2026
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Adobe cloud computing stock hit by BMO downgrade as CPI week looms

Adobe cloud computing stock hit by BMO downgrade as CPI week looms

New York, January 11, 2026, 13:00 ET — The market has closed. Adobe (ADBE.O) opens Monday in the spotlight following a broker downgrade that highlighted rising competition in its Creative Cloud segment, a staple for investors seeking subscription software exposure in the cloud computing space. Timing couldn’t be more inconvenient. Stocks kicked off 2026 on a strong note, yet the…
11 January 2026
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Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

NEW YORK, Jan 10, 2026, 13:21 EST — Market closed The Global X Cloud Computing ETF (CLOU) slipped 0.27%, finishing at $22.58 on Friday. (MarketBeat) The cloud basket lagged behind the broader market, despite investors continuing to push up shares linked to the artificial-intelligence boom and the allure of cheaper borrowing costs. The timing is crucial. As fourth-quarter earnings season…
10 January 2026
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Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

NEW YORK, January 8, 2026, 13:18 EST — Regular session Nebius Group N.V. shares rose about 4% on Thursday, climbing back toward $100 after sliding the prior session, as investors kept trading around the AI cloud name’s next-generation GPU plans. The Nasdaq-listed stock was last up 3.8% at $100.03, after opening at $96.99 and swinging between $96.06 and $102.49; Nvidia…
8 January 2026
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Why IREN stock is rising today: AI data-center optimism lifts the bitcoin miner-turned-cloud play

Why IREN stock is rising today: AI data-center optimism lifts the bitcoin miner-turned-cloud play

NEW YORK, January 8, 2026, 10:39 EST — Regular session Shares of IREN Ltd (IREN.O) climbed about 4.3% to $45.49 on Thursday, as investors returned to data-center names tied to artificial intelligence computing demand. The stock touched a session high of $45.49 after dipping as low as $42.69. IREN runs renewable-powered data centers used for bitcoin mining and for renting…
8 January 2026
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CrowdStrike stock jumps 4.5% as AWS-Nvidia accelerator puts AI security back in focus

CrowdStrike stock jumps 4.5% as AWS-Nvidia accelerator puts AI security back in focus

New York, Jan 8, 2026, 05:37 EST — Premarket CrowdStrike Holdings shares ended up about 4.5% on Wednesday, touching $486.55 before closing at $478.91, after several weeks of bullish brokerage commentary helped pull buyers back into the stock. Marketbeat The move matters now because CrowdStrike is heading into its fiscal year-end with the stock still sensitive to any hint that…
8 January 2026
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Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

New York, Jan 5, 2026, 06:02 (EST) — Premarket Amazon.com shares edged higher in premarket trading on Monday as two analyst notes pointed to upside from the company’s AI-powered shopping assistant and cloud growth. The stock was up about 0.4% at $227.33, after ending Friday at $226.50.  MarketWatch The fresh bullish calls matter because investors are pressing Amazon to show…
5 January 2026
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Cloud computing stocks slide into 2026 as yields rise — what CLOU ETF investors watch next

Cloud computing stocks slide into 2026 as yields rise — what CLOU ETF investors watch next

NEW YORK, January 4, 2026, 13:43 ET — Market closed The Global X Cloud Computing ETF fell 2.34% on Friday to $22.09, ending the first U.S. trading session of 2026 on the back foot as investors trimmed rate-sensitive cloud software exposure. Global X ETFs The timing matters because cloud stocks have become a crowded way to express bets on corporate…
4 January 2026
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Microsoft stock slides on Brazil antitrust probe into cloud licensing — what investors watch next

Microsoft stock slides on Brazil antitrust probe into cloud licensing — what investors watch next

NEW YORK, Jan 3, 2026, 09:33 ET — Market closed Microsoft (MSFT.O) shares ended down 2.21% on Friday after Brazil’s antitrust watchdog opened a probe into the company’s corporate software and cloud computing practices. The stock finished at $472.94, and U.S. markets are closed on Saturday. Terra The investigation puts cloud licensing — the rules and prices for using Microsoft…
3 January 2026
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Stock Market Today

  • Netgear (NTGR) Earnings Preview: What Investors Should Expect
    February 3, 2026, 4:19 PM EST. Netgear is set to report its quarterly earnings on February 4, 2026, with analysts forecasting a loss of $0.02 per share. The market awaits potential upside surprises and positive guidance, which often influences stock prices significantly. Last quarter, Netgear beat estimates by $0.31 per share, triggering a 0.83% stock rise. Shares currently trade at $20.87, down 25.9% over the past year, reflecting investor concerns. Past earnings show mixed results, with some quarters delivering positive surprises and price moves. Investors will closely watch the upcoming report for signals on the company's trajectory amid a challenging market environment.
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